| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Steve Alexandrowski GEM Asset Management LLC | 1,460 | $395,233.14 | $354,086.5 | -$41,146.64 | -10.41% |
Joshua A. Kennon Kennon-Green & Company LLC | 8,810 | $2.34M | $2.14M | -$202,287.1 | -8.64% |
| DW Donald Windle Windle Wealth LLC | 29,526 | $7.98M | $7.16M | -$818,672.64 | -10.26% |
Matthew C. Jessup Jessup Wealth Management Inc. | 923 | $245,412.43 | $224,293.61 | -$21,118.82 | -8.61% |
Jonathan Seed Seed Wealth Management Inc. | 1,408 | $371,050.87 | $341,327.36 | -$29,723.51 | -8.01% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,460 | $683,405.13 | $597,029.7 | -$86,375.43 | -12.64% |
Dean Pelos Commonwealth Retirement Investments LLC | 388 | $104,880 | $94,167.6 | -$10,712.4 | -10.21% |
Andy Peters Goldstein Advisors LLC | 2,072 | $548,333.44 | $502,460 | -$45,873.44 | -8.37% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 750 | $228,467.67 | $182,306.25 | -$46,161.42 | -20.2% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,333 | $665,244.23 | $569,263.66 | -$95,980.57 | -14.43% |
Jeffrey Hanson Breakwater Capital Group | 902 | $272,523.88 | $219,023.64 | -$53,500.24 | -19.63% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 449 | $118,906.8 | $108,900.46 | -$10,006.34 | -8.42% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,062 | $287,387.61 | $257,922.63 | -$29,464.98 | -10.25% |
Justin Halverson Great Waters Wealth Management | 2,232 | $696,997.3 | $544,563.36 | -$152,433.94 | -21.87% |
Jesse Ellington Dover Advisors LLC | 3,822 | $1.07M | $929,395.74 | -$138,504.52 | -12.97% |
Darren Tapley New England Capital Financial Advisors LLC | 1,232 | $332,581.38 | $299,068 | -$33,513.38 | -10.08% |
Paul L. Moffat Arista Wealth Management LLC | 4,659 | $1.36M | $1.13M | -$228,923.18 | -16.82% |
Helen Semus Semus Wealth Partners LLC | 2,792 | $746,300.83 | $675,803.6 | -$70,497.23 | -9.45% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,206 | $356,332.04 | $293,263.02 | -$63,069.02 | -17.7% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,326 | $1.19M | $1.06M | -$130,407.93 | -11% |