| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 3,446 | $1.74M | $1.39M | -$348,777.89 | -20.04% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 2,100 | $774,570.82 | $844,693.5 | $70,122.68 | 9.05% |
| TK Taro Kuriyama Axq Capita LLP | 3,799 | $1.79M | $1.53M | -$258,231.43 | -14.42% |
Jason Matthews Kfg Wealth Management LLC | 964 | $478,745.75 | $387,754.54 | -$90,991.21 | -19.01% |
Katie Christensen iSAM Funds UKK) Ltd | 537 | $304,135.28 | $216,572.09 | -$87,563.19 | -28.79% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,155 | $448,535.52 | $465,811.49 | $17,275.97 | 3.85% |
| KJ Ken Joseph Braidwel LLP | 77,297 | $34.26M | $31.09M | -$3.17M | -9.24% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 36 | $17,829.72 | $14,534.28 | -$3,295.44 | -18.48% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 1,925 | $919,066.96 | $776,352.48 | -$142,714.48 | -15.53% |
Bryan Kupchik Capstone Wealth Management Group LLC | 2,364 | $1.05M | $953,401.18 | -$99,685.54 | -9.47% |
David K. Balsdon Harvest Portfolios Group Inc. | 134,723 | $45.69M | $53.94M | $8.25M | 18.07% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 916 | $404,253.74 | $357,583.5 | -$46,670.24 | -11.54% |
| SW Scott Williams Investmark Advisory Group LLC | 1,212 | $390,558.77 | $485,260.56 | $94,701.79 | 24.25% |
| MT Michael Topley Lansing Street Advisors | 1,467 | $744,305.86 | $592,271.91 | -$152,033.95 | -20.43% |
Mark Fiskio Empirical Asset Management LLC | 3,168 | $1.46M | $1.28M | -$181,399.68 | -12.42% |
| TG Timothy Gerlach Novem Group | 447 | $224,321.86 | $180,467.31 | -$43,854.55 | -19.55% |
Daniel Ronan Catalyst Financial Partners LLC | 2,756 | $1.04M | $1.1M | $63,418.21 | 6.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,402 | $1.56M | $1.77M | $207,873.95 | 13.31% |
Matthew Heller Willner & Heller LLC | 3,510 | $840,447.04 | $1.41M | $564,886.76 | 67.21% |
Craig Johnsen Fortitude Advisory Group LLC | 981 | $311,635.39 | $392,772.78 | $81,137.39 | 26.04% |