| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc White Clarendon Private LLC | 9,613 | $500,191.49 | $492,570.12 | -$7,621.37 | -1.52% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 5,493 | $287,874 | $282,257.8 | -$5,616.2 | -1.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 110 | $5,765 | $5,648.5 | -$116.5 | -2.02% |
Stephen Smith Kestra Investment Management LLC | 4,292 | $227,604.83 | $219,922.08 | -$7,682.75 | -3.38% |
Scott Register Register Financial Advisors LLC | 161 | $8,065.95 | $8,249.64 | $183.69 | 2.28% |
Bree Pate Olisti Co. Wealth LLC | 57 | $3,014 | $2,920.68 | -$93.32 | -3.1% |
Kevin Gray Lodestar Private Asset Management LLC | 94,232 | $4.77M | $4.83M | $61,183.57 | 1.28% |
Jonathan Seed Seed Wealth Management Inc. | 6,745 | $353,505 | $346,524.37 | -$6,980.63 | -1.97% |
Jeffrey Hanson Breakwater Capital Group | 5,815 | $297,882 | $297,960.6 | $78.6 | 0.03% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,612 | $230,398.29 | $236,318.88 | $5,920.59 | 2.57% |
Kurt Ahrens Mendota Financial Group LLC | 147,531 | $7.67M | $7.54M | -$121,045.32 | -1.58% |
| SS Sasha Stewart Marmo Financial Group LLC | 138,988 | $7.28M | $7.14M | -$148,225.2 | -2.04% |
Moises Valladares Insigneo Advisory Services LLC | 22,034 | $1.15M | $1.13M | -$20,071.07 | -1.74% |
David Stevens Stevens Capital Partners | 4,795 | $251,306 | $245,695.8 | -$5,610.2 | -2.23% |
Scott Highmark Mosaic Family Wealth Partners LLC | 90,647 | $4.75M | $4.64M | -$106,050.72 | -2.23% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 79,472 | $4.17M | $4.08M | -$83,048.72 | -1.99% |
Jarrod Musick Destiny Capital Corp./ Co. | 6,447 | $341,538.7 | $331,085.68 | -$10,453.02 | -3.06% |
Daniel McGlinn Grey Fox Wealth Advisors LLC | 4,832 | $240,792.27 | $247,688.32 | $6,896.05 | 2.86% |
Robert Hackenberg Northeast Financial Group Inc. | 15,467 | $779,653.37 | $794,385.12 | $14,731.75 | 1.89% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 2,000 | $105,120 | $102,690 | -$2,430 | -2.31% |