| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 862,060 | $41.34M | $38.84M | -$2.5M | -6.04% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2.37M | $111.85M | $106.68M | -$5.17M | -4.63% |
Gery Sadzewicz Forum Private Client Group LLC | 714,849 | $33.61M | $32.26M | -$1.35M | -4.02% |
W. Travis McKinney HB Wealth Management LLC | 15.63M | $737.43M | $704.9M | -$32.53M | -4.41% |
Courtney Lawson Autumn Glory Partners LLC | 53,651 | $2.54M | $2.42M | -$117,970.08 | -4.64% |
Paul Elam Oak Harbor Wealth Partners LLC | 2,035 | $95,807.8 | $91,890.42 | -$3,917.38 | -4.09% |
| LWL Leo Wealth LLC Leo Wealth LLC | 108,334 | $5.13M | $4.88M | -$248,021.63 | -4.84% |
William Jollie Quent Capital LLC | 1,837 | $86,541.07 | $82,848.7 | -$3,692.37 | -4.27% |
Dalila Toledo Ascent Group LLC | 63,693 | $3.02M | $2.87M | -$144,783.94 | -4.8% |
Michael Byun SageView Advisory Group LLC | 6,163 | $293,007.13 | $277,858.85 | -$15,148.28 | -5.17% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 50,655 | $2.38M | $2.28M | -$100,372.75 | -4.21% |
Amanda Hawley Atria Wealth Solutions Inc. | 80,983 | $3.84M | $3.65M | -$182,676.15 | -4.76% |
Jeffrey Gilbert Balboa Wealth Partners | 21,617 | $1.02M | $974,170.1 | -$43,604.37 | -4.28% |
Kevin Zemann WealthPlan Investment Management LLC | 707,554 | $33.08M | $31.91M | -$1.17M | -3.55% |
Vito Collacuro Sutton Place Investors LLC | 7,929 | $373,169.09 | $358,113.28 | -$15,055.81 | -4.03% |
Nolan Baker Retirement Guys Formula LLC | 28,286 | $1.31M | $1.28M | -$28,904.82 | -2.21% |
Rodrigo Diaz Plan Group Financial LLC | 7,501 | $355,820.81 | $338,482.62 | -$17,338.19 | -4.87% |
Rachel Faulk Cape Investment Advisory Inc. | 3,923 | $183,768.52 | $176,927.3 | -$6,841.22 | -3.72% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 135,075 | $6.37M | $6.09M | -$279,178.95 | -4.38% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 102,838 | $4.83M | $4.64M | -$181,218.94 | -3.76% |