| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cornell P. Abod Beacon Investment Advisors LLC | 4,401 | $1.4M | $1.29M | -$107,491.02 | -7.67% |
Nelson J. Lam LAM GROUP Inc. | 12 | $3,947 | $3,546.12 | -$400.88 | -10.16% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 8,167 | $2.57M | $2.5M | -$67,963.76 | -2.65% |
Lucas Mosher SP Asset Management LLC | 39,493 | $12.45M | $11.67M | -$776,298.92 | -6.24% |
| BP Brett Pohl Kingdom Financial Group LLC | 394 | $131,948.03 | $121,107.72 | -$10,840.31 | -8.22% |
Stephen Smith Kestra Investment Management LLC | 2,806 | $1.03M | $829,201.09 | -$202,324.73 | -19.61% |
Sue Oleari Trifecta Capital Advisors LLC | 21,124 | $7.12M | $6.24M | -$873,926.8 | -12.28% |
Amy Hart Phillips Wealth Planners LLC | 3,804 | $1.3M | $1.12M | -$177,520.17 | -13.7% |
Scott Register Register Financial Advisors LLC | 7,615 | $2.47M | $2.25M | -$218,121.04 | -8.84% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 2,264 | $718,753.72 | $695,919.64 | -$22,834.08 | -3.18% |
Bree Pate Olisti Co. Wealth LLC | 1,574 | $492,936.66 | $465,132.76 | -$27,803.9 | -5.64% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 18,337 | $6.35M | $5.42M | -$934,535.8 | -14.71% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 6,719 | $2.24M | $1.97M | -$268,710.85 | -11.98% |
Joseph Gentili Riverview Capital Advisers LLC | 20,850 | $7.62M | $6.38M | -$1.24M | -16.31% |
Timothy J. Videnka Forza Wealth Management LLC | 1,288 | $416,096.18 | $378,568.97 | -$37,527.21 | -9.02% |
Kevin Gray Lodestar Private Asset Management LLC | 3,483 | $1.17M | $1.02M | -$145,615.39 | -12.45% |
Amy Ardeel Icon Wealth Advisors LLC | 16,182 | $6.21M | $4.78M | -$1.42M | -22.95% |
John J. Edwards Breed's Hi LLCapital LLC | 1,771 | $684,526.33 | $523,348.21 | -$161,178.12 | -23.55% |
| DW Donald Windle Windle Wealth LLC | 2,712 | $854,664.73 | $833,953.56 | -$20,711.17 | -2.42% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,086 | $420,468.38 | $320,923.87 | -$99,544.51 | -23.67% |