| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bert Miller Miller Wealth Advisors LLC | 125 | $4,721.25 | $3,798.75 | -$922.5 | -19.54% |
W. Travis McKinney HB Wealth Management LLC | 7,158 | $327,335.34 | $217,531.62 | -$109,803.72 | -33.54% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 32,162 | $1.21M | $937,039.87 | -$277,718.9 | -22.86% |
Timothy R. Guthrie Bullseye Investment Management LLC | 82 | $2,810.96 | $2,505.92 | -$305.04 | -10.85% |
Missy Straw Nilsine Partners LLC | 6,000 | $205,680 | $183,360 | -$22,320 | -10.85% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 30 | $1,405.5 | $916.8 | -$488.7 | -34.77% |
David K. Balsdon Harvest Portfolios Group Inc. | 129,720 | $3.9M | $3.96M | $61,134.61 | 1.57% |
Khanthaly Dacanay Chi Co. Wealth RIA | 31,714 | $1.11M | $891,956.25 | -$214,824.97 | -19.41% |
Mark Fiskio Empirical Asset Management LLC | 5,100 | $233,223 | $155,856 | -$77,367 | -33.17% |
Jeffrey Gilbert Balboa Wealth Partners | 4,442 | $203,132.66 | $135,747.52 | -$67,385.14 | -33.17% |
Kevin Zemann WealthPlan Investment Management LLC | 11,190 | $386,259.6 | $340,064.1 | -$46,195.5 | -11.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 247 | $9,329.56 | $7,196.34 | -$2,133.22 | -22.87% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 14 | $640.22 | $427.84 | -$212.38 | -33.17% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 71,566 | $2.45M | $1.99M | -$460,169.42 | -18.76% |
Rachel Faulk Cape Investment Advisory Inc. | 1 | $41 | $30.39 | -$10.61 | -25.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 4,588 | $174,738.02 | $128,693.4 | -$46,044.62 | -26.35% |
Lukas Lindgren Abound Wealth Management | 201 | $7,592 | $6,079.24 | -$1,512.76 | -19.93% |
Drew Phillips Fortitude Family Office LLC | 65 | $2,657 | $1,975.35 | -$681.65 | -25.65% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 7,000 | $239,960 | $203,595 | -$36,365 | -15.15% |
Brian Dechow SWAN Capital LLC | 190 | $6,627.32 | $5,806.4 | -$820.92 | -12.39% |