| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 2,870 | $271,272 | $260,179.85 | -$11,092.15 | -4.09% |
| PIL PFG Investments LLC PFG Investments LLC | 8,871 | $839,994.85 | $803,712.6 | -$36,282.25 | -4.32% |
| JC Jared Calvert Buck Wealth Strategies LLC | 16,585 | $1.57M | $1.5M | -$71,540.63 | -4.54% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 2,542 | $241,294.41 | $229,962.03 | -$11,332.38 | -4.7% |
| MN Mark Neitzel M1 Capital Management LLC | 15,776 | $1.46M | $1.43M | -$29,694.22 | -2.04% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 4,498 | $426,384.4 | $406,371.81 | -$20,012.59 | -4.69% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 11,770 | $1.12M | $1.06M | -$53,535.85 | -4.79% |
Courtney Holt Compound Planning, Inc. | 17,579 | $1.67M | $1.59M | -$78,705.83 | -4.71% |
Nemes Rush Group LLC Nemes Rush Group LLC | 364 | $34,454.3 | $32,969.3 | -$1,485 | -4.31% |
Shawn Scholz Impact Partnership Wealth, LLC | 162,750 | $15.44M | $14.71M | -$734,619.71 | -4.76% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 54 | $5,126.29 | $4,891.86 | -$234.43 | -4.57% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,077 | $382,261.72 | $369,335.43 | -$12,926.29 | -3.38% |
Annmarie Young KPP Advisory Services LLC | 4,357 | $406,076.04 | $393,763.87 | -$12,312.17 | -3.03% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 3,068 | $292,818.98 | $278,083.52 | -$14,735.46 | -5.03% |
Thomas Dobbins New Republic Capital, LLC | 1,497 | $139,190.94 | $135,291.37 | -$3,899.57 | -2.8% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 2.52M | $237.51M | $228.41M | -$9.1M | -3.83% |
John Hayes LongView Wealth Management | 8,324 | $790,078.91 | $754,528.98 | -$35,549.93 | -4.5% |
Andrew Halac Talon Private Wealth, LLC | 260,720 | $24.4M | $23.63M | -$768,989.62 | -3.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 58,541 | $5.49M | $5.3M | -$187,978.34 | -3.42% |
James Eric Maxwell Maxwell Wealth Strategies Inc. | 7,991 | $750,994.08 | $723,465.18 | -$27,528.9 | -3.67% |