| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David T. Morgan High Net Worth Advisory Group LLC | 1,598 | $431,707.72 | $389,025.11 | -$42,682.61 | -9.89% |
Jason Matthews Kfg Wealth Management LLC | 2,245 | $643,307.9 | $545,467.65 | -$97,840.25 | -15.21% |
Kristen Williams Athena Investment Management | 2,349 | $580,755.52 | $574,013.38 | -$6,742.14 | -1.16% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 722 | $219,088.21 | $175,052.51 | -$44,035.7 | -20.1% |
Jaimie Palmer Beacon Capital Management LLC | 1,044 | $273,880.01 | $252,595.8 | -$21,284.21 | -7.77% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,132 | $1.15M | $1.01M | -$141,637.59 | -12.35% |
Adam Grossman Mayport LLC | 1,167 | $317,680.78 | $286,043.37 | -$31,637.41 | -9.96% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,187 | $357,266.7 | $287,883.11 | -$69,383.59 | -19.42% |
Molly Crider Walker Asset Management LLC | 1,039 | $307,245.19 | $252,160.1 | -$55,085.09 | -17.93% |
Brian Levy West Wealth Group LLC | 2,057 | $548,222.16 | $500,540.09 | -$47,682.07 | -8.7% |
David K. Balsdon Harvest Portfolios Group Inc. | 84,990 | $23.52M | $20.66M | -$2.86M | -12.17% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 1,866 | $498,390.79 | $455,266.68 | -$43,124.11 | -8.65% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,604 | $1.37M | $1.12M | -$254,361.68 | -18.54% |
Christopher M. Marks Sterling Investment Counsel LLC | 5,624 | $1.72M | $1.37M | -$346,925.06 | -20.18% |
Scott Williams Investmark Advisory Group LLC | 1,035 | $274,632.24 | $251,365.27 | -$23,266.97 | -8.47% |
Michael Topley Lansing Street Advisors | 53,137 | $13.4M | $12.86M | -$542,780.09 | -4.05% |
Mark Fiskio Empirical Asset Management LLC | 6,849 | $2.04M | $1.66M | -$373,334.24 | -18.34% |
Timothy Gerlach Novem Group | 3,072 | $899,060.14 | $745,728 | -$153,332.14 | -17.05% |
Christopher Warner WARNER FINANCIAL Inc. | 1,220 | $324,849.53 | $296,295.3 | -$28,554.23 | -8.79% |
Jim Clark Worth Asset Management LLC | 1,052 | $245,747.21 | $250,702.12 | $4,954.91 | 2.02% |