| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 10,621 | $3.97M | $3.14M | -$827,657.95 | -20.87% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 810 | $301,349.82 | $238,075.21 | -$63,274.61 | -21% |
Brandt Sakakeeny Rockingstone Advisors LLC | 1,967 | $638,862.83 | $606,485.11 | -$32,377.72 | -5.07% |
Dodd Disler Sagace Wealth Management LLC | 815 | $328,824.38 | $248,880.62 | -$79,943.76 | -24.31% |
Kara Lilian Lynx Investment Advisory | 894 | $325,916.18 | $262,764.49 | -$63,151.69 | -19.38% |
Michael Mills Mills Wealth Advisors LLC | 731 | $235,154.66 | $223,707.93 | -$11,446.73 | -4.87% |
Shannon Barnes Kerusso Capital Management LLC | 13,578 | $4.79M | $4.15M | -$641,102.55 | -13.39% |
Argentarii LLC Argentarii, LLC | 5,819 | $2.17M | $1.71M | -$454,825.58 | -21.01% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 1,571 | $544,489.68 | $489,617.86 | -$54,871.82 | -10.08% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 33,201 | $11.41M | $10.15M | -$1.26M | -11.05% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 1,607 | $563,663.15 | $472,329.46 | -$91,333.69 | -16.2% |
Kings Path Partners LLC Kings Path Partners LLC | 132 | $45,734.86 | $39,007.32 | -$6,727.54 | -14.71% |
Kelly Dixon Cannon Financial Strategists, Inc. | 3,793 | $1.45M | $1.18M | -$268,707.67 | -18.55% |
Neisy Arnez Drucker Wealth 3.0, LLC | 6,797 | $2.67M | $2M | -$671,750.16 | -25.16% |
Andrew Bowers BridgePort Financial Solutions, LLC | 2,528 | $986,166.92 | $743,029.79 | -$243,137.13 | -24.65% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 7,935 | $2.85M | $2.45M | -$401,722.53 | -14.09% |
Carmen McClennon WR Wealth Planners, LLC | 1,787 | $567,674.24 | $547,054.31 | -$20,619.93 | -3.63% |
Craig Small Symphony Financial Services, Inc. | 895 | $354,047.97 | $274,657.52 | -$79,390.45 | -22.42% |
Nathan Edwards IMG Wealth Management, Inc. | 476 | $180,217.55 | $140,662.76 | -$39,554.79 | -21.95% |
David A Rozenson Fairscale Capital, LLC | 656 | $225,821.44 | $193,854.57 | -$31,966.87 | -14.16% |