| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jeffrey Sjovall Phraction Management LLC | 11,091 | $647,650.11 | $552,165.43 | -$95,484.68 | -14.74% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 6,187 | $407,394.82 | $307,834.18 | -$99,560.64 | -24.44% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 1,000 | $53,350 | $49,865 | -$3,485 | -6.53% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,357 | $435,137.82 | $366,856.8 | -$68,281.02 | -15.69% |
| SP Samantha Pierangeli City State Bank | 130 | $7,229.85 | $6,563.7 | -$666.15 | -9.21% |
| ES Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 16,911 | $1.07M | $843,267.01 | -$229,024.36 | -21.36% |
| WTM W. Travis McKinney HB Wealth Management LLC | 11,064 | $692,634.24 | $578,868.48 | -$113,765.76 | -16.43% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,931 | $651,514.06 | $571,909.92 | -$79,604.14 | -12.22% |
Michael Byun SageView Advisory Group LLC | 1,220 | $75,827 | $64,001.2 | -$11,825.8 | -15.6% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 9,312 | $496,447.08 | $487,203.84 | -$9,243.24 | -1.86% |
| TM Thomas Mason Mason & Associates Inc. | 5,477 | $318,053.69 | $286,556.64 | -$31,497.05 | -9.9% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 6,466 | $365,832.38 | $338,301.12 | -$27,531.26 | -7.53% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 11,811 | $681,933.11 | $619,605.06 | -$62,328.05 | -9.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,105 | $1.22M | $1.21M | -$6,919.12 | -0.57% |
Justin Dausch ALM First Financial Advisors LLC | 5,568 | $329,736.96 | $278,761.92 | -$50,975.04 | -15.46% |
Bert D. Barre Colonial Trust Co. / SC | 4,718 | $258,305.95 | $247,742.18 | -$10,563.77 | -4.09% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 49,011 | $2.42M | $2.57M | $157,612.04 | 6.52% |
Belena Vincetti Fortis Capital Advisors LLC | 9,134 | $546,725.64 | $479,626.34 | -$67,099.3 | -12.27% |
| BG Becki Goebel TCP Asset Management LLC | 34,295 | $1.83M | $1.69M | -$141,664.1 | -7.74% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $62.15 | $52.51 | -$9.64 | -15.51% |