| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,365 | $228,284.42 | $216,256.63 | -$12,027.79 | -5.27% |
| RC Robert Chess L.M. Kohn & Company | 16,800 | $341,601 | $319,368 | -$22,233 | -6.51% |
Andrew Endelman Independent Wealth Network Inc. | 115,504 | $2.34M | $2.2M | -$146,165.7 | -6.24% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2.06M | $41.76M | $39.13M | -$2.63M | -6.31% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 75,840 | $1.56M | $1.44M | -$116,035.2 | -7.46% |
Jeffrey Gilbert Balboa Wealth Partners | 98,795 | $1.93M | $1.88M | -$58,881.82 | -3.04% |
Andrew Agosta Prosperity Financial Group, Inc. | 181,250 | $3.68M | $3.45M | -$229,714.01 | -6.25% |
| DBR Darin Bond Roth Stenger Family Office LLC | 25,502 | $510,793.95 | $487,343.22 | -$23,450.73 | -4.59% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 19,175 | $375,446 | $365,475.5 | -$9,970.5 | -2.66% |
| GCS Gene C. Sulzberger Sulzberger Capital Advisors Inc. | 154,057 | $3.14M | $2.94M | -$206,765.85 | -6.58% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 33,197 | $677,004.19 | $633,063.47 | -$43,940.72 | -6.49% |