| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FIL FWG Investments LLC FWG Investments LLC | 702 | $254,499.67 | $216,405.54 | -$38,094.13 | -14.97% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 266 | $85,932.14 | $81,796.33 | -$4,135.81 | -4.81% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 1,005 | $403,883.08 | $309,660.6 | -$94,222.48 | -23.33% |
Mariana Coli Dunhill Financial LLC | 1,029 | $379,897.38 | $317,178.96 | -$62,718.42 | -16.51% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 5,058 | $1.97M | $1.55M | -$416,424.72 | -21.17% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 8,937 | $3.05M | $2.63M | -$424,920.4 | -13.92% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 3,998 | $1.27M | $1.23M | -$44,167.37 | -3.48% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,232 | $1.47M | $1.24M | -$230,031.7 | -15.61% |
Lukas Lindgren Abound Wealth Management | 576 | $185,334 | $177,053.76 | -$8,280.24 | -4.47% |
Drew Phillips Fortitude Family Office LLC | 2,476 | $961,136.52 | $763,202.24 | -$197,934.28 | -20.59% |
Sherri Cooke Dakota Community Bank & Trust NA | 1,182 | $400,417.67 | $362,732.05 | -$37,685.62 | -9.41% |
Thomas P. Mullooly Mullooly Asset Management Inc. | 4,120 | $1.51M | $1.26M | -$251,400.15 | -16.65% |
Matthew Zienty Cardinal Point Capital Management ULC | 3,574 | $1.28M | $1.06M | -$219,658.71 | -17.22% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 46,632 | $16.16M | $13.78M | -$2.38M | -14.73% |
G. Andrew Quinn AJ Advisors LLC | 1,561 | $529,836.75 | $480,015.3 | -$49,821.45 | -9.4% |
Jill Grimes Centurion Wealth Management LLC | 1,406 | $501,022.87 | $413,251.53 | -$87,771.34 | -17.52% |
Alex Nunnamaker Schechter Investment Advisors LLC | 8,133 | $3.13M | $2.4M | -$731,273.13 | -23.33% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 703 | $270,501.05 | $214,678.62 | -$55,822.43 | -20.64% |
Brian Dechow SWAN Capital LLC | 557 | $170,913.9 | $164,599.08 | -$6,314.82 | -3.69% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 1,922 | $615,999.81 | $567,970.24 | -$48,029.57 | -7.8% |