| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 73 | $20,768 | $21,326.95 | $558.95 | 2.69% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 883 | $302,884.92 | $271,156.05 | -$31,728.87 | -10.48% |
Chris Chatto Encompass More Asset Management | 1,040 | $393,165.12 | $305,676.81 | -$87,488.31 | -22.25% |
David McNeely Darden Wealth Group Inc | 2,390 | $831,374.73 | $706,268.92 | -$125,105.81 | -15.05% |
Christopher Griffith Stablepoint Partners, LLC | 4,842 | $1.62M | $1.42M | -$197,110.9 | -12.17% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,128 | $744,729.36 | $628,845.3 | -$115,884.06 | -15.56% |
Adam Hill Bey-Douglas LLC | 705 | $258,091.21 | $215,469.15 | -$42,622.06 | -16.51% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 26,373 | $9.14M | $7.79M | -$1.35M | -14.77% |
Jonathan Chatfield LM Advisors LLC | 2,885 | $1.05M | $847,959.23 | -$202,908.9 | -19.31% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 5,678 | $2.11M | $1.68M | -$429,441.99 | -20.38% |
Alan Gilmore Private Wealth Management Group, LLC | 1,094 | $383,541.55 | $337,214.56 | -$46,326.99 | -12.08% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 2,659 | $921,126.05 | $814,757.48 | -$106,368.57 | -11.55% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 610 | $233,658.73 | $180,261.11 | -$53,397.62 | -22.85% |
David Novak Novak & Powell Financial Services, Inc. | 636 | $220,035.87 | $186,933.13 | -$33,102.74 | -15.04% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 834 | $290,637.74 | $256,746.9 | -$33,890.84 | -11.66% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 177,597 | $62.25M | $54.74M | -$7.51M | -12.06% |
Lance Johnson ROI Financial Advisors, LLC | 12,901 | $4.49M | $3.94M | -$552,195.64 | -12.29% |
Angela Mari Abich Financial Wealth Management LLC | 135 | $54,150.76 | $39,893.85 | -$14,256.91 | -26.33% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,698 | $977,114.27 | $827,962 | -$149,152.27 | -15.26% |
Anne Wright Lummis Asset Management, LP | 7 | $2,469 | $2,057.44 | -$411.56 | -16.67% |