| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Anne Wright Lummis Asset Management, LP | 52 | $14,672 | $12,042.16 | -$2,629.84 | -17.92% |
Dennis R. Plyler FCG Investment Co | 1,984 | $584,843.52 | $464,454.4 | -$120,389.12 | -20.58% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,858 | $808,187.22 | $666,914.3 | -$141,272.92 | -17.48% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,562 | $419,169.38 | $365,648.58 | -$53,520.8 | -12.77% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,313 | $262,341.25 | $303,998.89 | $41,657.64 | 15.88% |
Ryan M Palmer Optimist Retirement Group LLC | 9,845 | $1.64M | $2.3M | $662,362.16 | 40.33% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 1,061 | $235,375.31 | $246,958.36 | $11,583.05 | 4.92% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,148 | $1.89M | $1.65M | -$237,718.46 | -12.58% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 1,982 | $362,348.64 | $461,330.32 | $98,981.68 | 27.32% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 17,439 | $4.92M | $4.04M | -$879,278.35 | -17.89% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,184 | $491,513.05 | $508,981.2 | $17,468.15 | 3.55% |
Brian Distler Lakeridge Wealth Management LLC | 14,700 | $2.49M | $3.42M | $927,542.22 | 37.27% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 442 | $110,190.33 | $102,265.54 | -$7,924.79 | -7.19% |
Corey Saft Sivia Capital Partners, LLC | 8,739 | $2.16M | $2.02M | -$141,740.03 | -6.56% |
Brandon Hobson Silver Coast Investments LLC | 1,402 | $284,466.59 | $328,236.24 | $43,769.65 | 15.39% |
| SCM Sollinda Capital Management LLC Sollinda Capital Management LLC | 1,333 | $245,579.67 | $309,735.88 | $64,156.21 | 26.12% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 4,728 | $800,096.55 | $1.11M | $306,822.81 | 38.35% |
Angela Pompian Sunpointe, LLC | 1,134 | $272,222.07 | $263,620.98 | -$8,601.09 | -3.16% |
Todd A. Rustman Clarity Capital Partners LLC | 983 | $244,433.13 | $229,481.35 | -$14,951.78 | -6.12% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,371 | $1.39M | $1.27M | -$119,746.09 | -8.63% |