| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 700 | $174,062 | $149,915.5 | -$24,146.5 | -13.87% |
Camaron Barta BXM Wealth LLC | 4,187 | $1.24M | $896,708.85 | -$343,522.38 | -27.7% |
| RN Ron New Whipplewood Advisors LLC | 218 | $58,112.04 | $46,652 | -$11,460.04 | -19.72% |
| JW Jeffrey Waters OFC Financial Planning LLC | 857 | $213,102 | $183,539.4 | -$29,562.6 | -13.87% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,360 | $383,862 | $291,264.4 | -$92,597.6 | -24.12% |
Cache Advisors LLC Cache Advisors LLC | 1,387 | $323,816.49 | $293,350.5 | -$30,465.99 | -9.41% |
| TM Terry McHugh McHugh Group LLC | 1,029 | $226,205 | $217,324.8 | -$8,880.2 | -3.93% |
Financial Harvest LLC Financial Harvest LLC | 949 | $279,905.39 | $203,209.37 | -$76,696.02 | -27.4% |
| MK Matthew Klein Matauro LLC | 5,252 | $1.2M | $1.12M | -$74,117.32 | -6.18% |
| MM Michael McCracken MFG Wealth Management Inc. | 15,182 | $4.4M | $3.25M | -$1.15M | -26.08% |
George Hall II One8Zero8 LLC | 5,052 | $1.14M | $1.08M | -$53,728.51 | -4.73% |
Purkiss Capital Advisors LLC Purkiss Capital Advisors LLC | 1,283 | $380,037.1 | $274,728.79 | -$105,308.31 | -27.71% |
| WAM Wernau Asset Management Inc. Wernau Asset Management Inc. | 2,348 | $516,160.73 | $502,777.24 | -$13,383.49 | -2.59% |
Citrine Capital LLC Citrine Capital LLC | 1,358 | $329,166 | $290,788.54 | -$38,377.46 | -11.66% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 2,982 | $741,584.1 | $636,537.75 | -$105,046.35 | -14.17% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 813 | $228,758 | $174,087.69 | -$54,670.31 | -23.9% |
| FLP Financial Life Planners Financial Life Planners | 750 | $183,221.22 | $160,500 | -$22,721.22 | -12.4% |
Serenus Wealth Advisors LLC Serenus Wealth Advisors LLC | 1,438 | $365,463.89 | $307,732 | -$57,731.89 | -15.8% |
| AFI Atala Financial Inc. Atala Financial Inc. | 16,740 | $3.7M | $3.58M | -$120,357.44 | -3.25% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 878 | $252,433.75 | $187,892 | -$64,541.75 | -25.57% |