| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John R. Hanahan Yukon Wealth Management Inc. | 25,971 | $2.44M | $2.35M | -$87,790.16 | -3.6% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 26,995 | $2.48M | $2.45M | -$29,852.7 | -1.2% |
| RM Rich Mowrer Brookwood Investment Group LLC | 24,739 | $2.34M | $2.24M | -$101,365.73 | -4.33% |
Cole Dimond Caliber Wealth Management LLC / KS | 2,570 | $241,296.54 | $232,186.65 | -$9,109.89 | -3.78% |
Nicole Reese WPG Advisers LLC | 1,377 | $126,897.32 | $124,742.43 | -$2,154.89 | -1.7% |
| AS Aryn Sands GK Wealth Management LLC | 24 | $2,151 | $2,159.28 | $8.28 | 0.38% |
Warner Group LLC Warner Group LLC | 3,006 | $284,127 | $272,043 | -$12,084 | -4.25% |
Robert Amato Compass Wealth Management LLC/GA | 152,072 | $14.36M | $13.78M | -$574,972.81 | -4% |
Jon Lewis Midwest Trust Co | 25,989 | $2.46M | $2.35M | -$112,371.51 | -4.56% |
Ryan Westerbeck Brian Low Financial Group LLC | 34,669 | $3.26M | $3.14M | -$116,646.79 | -3.58% |
Molly Wheeler Burk Holdings LLC | 1 | $94.46 | $90.49 | -$3.97 | -4.2% |
Boreal Capital Management LLC Boreal Capital Management LLC | 216 | $20,279.87 | $19,533.96 | -$745.91 | -3.68% |
Caldwell Trust Co Caldwell Trust Co | 1,698 | $155,672.83 | $153,736.92 | -$1,935.91 | -1.24% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 14,237 | $1.35M | $1.29M | -$53,921.81 | -4.01% |
Birch Financial Group LLC Birch Financial Group LLC | 10,945 | $1.02M | $992,602.05 | -$31,656.7 | -3.09% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 398 | $37,619 | $36,030.98 | -$1,588.02 | -4.22% |
IFS Group LLC IFS Group LLC | 7,255 | $689,773.35 | $657,593.2 | -$32,180.15 | -4.67% |
Matthew Jenkins GatePass Capital LLC | 9,947 | $935,238.81 | $901,944.22 | -$33,294.59 | -3.56% |
United Financial Planning Group LLC United Financial Planning Group LLC | 88 | $8,373.2 | $7,958.28 | -$414.92 | -4.96% |
Blalock Williams LLC Blalock Williams LLC | 5,321 | $496,242.17 | $482,641.3 | -$13,600.87 | -2.74% |