| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 29,070 | $9M | $7.06M | -$1.94M | -21.55% |
William Jollie Quent Capital LLC | 3,358 | $928,586.43 | $814,315 | -$114,271.43 | -12.31% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,533 | $666,518.03 | $615,810.29 | -$50,707.74 | -7.61% |
Timothy R. Guthrie Bullseye Investment Management LLC | 493 | $153,998.41 | $119,813.79 | -$34,184.62 | -22.2% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 13,751 | $3.92M | $3.33M | -$586,347.05 | -14.95% |
Marc H. Stone Tyler-Stone Wealth Management | 4,958 | $1.43M | $1.2M | -$229,042.03 | -15.98% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,346 | $367,519.54 | $327,966.36 | -$39,553.18 | -10.76% |
Stephen Dunnaway Brown Shipley& Co Ltd | 6,863 | $1.59M | $1.67M | $74,291.14 | 4.66% |
Missy Straw Nilsine Partners LLC | 20,271 | $5.71M | $4.92M | -$786,184.3 | -13.77% |
Dalila Toledo Ascent Group LLC | 21,529 | $6.09M | $5.23M | -$865,822.62 | -14.21% |
| EM Erin Mccann Simplicity Wealth LLC | 16,378 | $4.75M | $3.97M | -$774,600.97 | -16.32% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,788 | $1.02M | $919,233.96 | -$96,215.22 | -9.48% |
Patrick O'Connell Security Financial Services Inc. | 1,620 | $454,120.65 | $395,288.1 | -$58,832.55 | -12.96% |
Jason DeBerry BancFirst Trust & Investment Management | 971 | $268,174.62 | $235,632.57 | -$32,542.05 | -12.13% |
Michael Byun SageView Advisory Group LLC | 15,479 | $4.69M | $3.75M | -$935,104.38 | -19.95% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,433 | $1.19M | $1.06M | -$132,363.92 | -11.13% |
Owen Schrum Schrum Private Wealth Management LLC | 3,545 | $1.05M | $858,492.65 | -$189,538.73 | -18.09% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 6,092 | $1.62M | $1.48M | -$143,243.56 | -8.84% |
Taro Kuriyama Axq Capita LLP | 8,345 | $2.26M | $2.03M | -$230,655.85 | -10.23% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,573 | $423,570.84 | $381,609.8 | -$41,961.04 | -9.91% |