| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas D'Auria Tandem Investment Partners LLC | 2,005 | $482,238.81 | $395,606.55 | -$86,632.26 | -17.96% |
May Hill Capital LLC May Hill Capital LLC | 2,213 | $531,558.58 | $438,262.52 | -$93,296.06 | -17.55% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 1,531 | $378,267.3 | $299,953.52 | -$78,313.78 | -20.7% |
| GPW Grant Private Wealth Management Inc. Grant Private Wealth Management Inc. | 1,286 | $321,243.35 | $252,673.28 | -$68,570.07 | -21.35% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 9,029 | $2.18M | $1.78M | -$402,800.21 | -18.48% |
Rossby Financial LLC Rossby Financial LLC | 1,753 | $409,884.27 | $342,571.26 | -$67,313.01 | -16.42% |
| SC Shawn Clark Accredited Wealth Management LLC | 30 | $7,404.03 | $5,922.6 | -$1,481.43 | -20.01% |
Patrick Ross Ross/Johnson & Associates LLC | 202 | $48,830.14 | $39,860.66 | -$8,969.48 | -18.37% |
Debbie Fox Texas Bank & Trust Co | 16,869 | $4.13M | $3.3M | -$820,243.35 | -19.88% |
AGP Franklin LLC AGP Franklin LLC | 1,600 | $394,880 | $312,400 | -$82,480 | -20.89% |
Chapman Financial Group LLC Chapman Financial Group LLC | 1,045 | $257,906 | $206,951.8 | -$50,954.2 | -19.76% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,121 | $276,278.97 | $221,419.92 | -$54,859.05 | -19.86% |
| JH Julie Hazzard 10Elms LLP | 93 | $20,506 | $18,320.53 | -$2,185.47 | -10.66% |
Ruza Susnik Triglav Investments d.o.o. | 6,352 | $1.51M | $1.24M | -$267,791.59 | -17.71% |
Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 437 | $107,404.51 | $86,172.03 | -$21,232.48 | -19.77% |
MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 37 | $9,131 | $7,292.7 | -$1,838.3 | -20.13% |
Peak Retirement Planning Inc. Peak Retirement Planning Inc. | 1,166 | $286,996.72 | $228,279.48 | -$58,717.24 | -20.46% |
Katherine Vessenes Vestment Financial LLC | 3,994 | $984,341 | $788,175.96 | -$196,165.04 | -19.93% |
Wesley Reed Blue Rock Wealth Management LLC | 3,573 | $881,137.55 | $707,239.62 | -$173,897.93 | -19.74% |
William Jones TEMA ETFs LLC | 10,104 | $2.51M | $1.99M | -$518,802.66 | -20.65% |