| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,311 | $389,581.86 | $354,809.05 | -$34,772.81 | -8.93% |
Chris Chatto Encompass More Asset Management | 2,206 | $648,360.19 | $597,031.86 | -$51,328.33 | -7.92% |
Christopher Griffith Stablepoint Partners, LLC | 23,041 | $6.73M | $6.24M | -$498,499.59 | -7.4% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 2,208 | $645,091.14 | $597,573.14 | -$47,518 | -7.37% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,377 | $408,295 | $372,671.29 | -$35,623.71 | -8.72% |
Jonathan Chatfield LM Advisors LLC | 1,624 | $448,436.36 | $447,736.8 | -$699.56 | -0.16% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,823 | $553,664.58 | $493,376.74 | -$60,287.84 | -10.89% |
Alan Gilmore Private Wealth Management Group, LLC | 533 | $157,829.36 | $144,251.13 | -$13,578.23 | -8.6% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 1,376 | $390,925.31 | $372,400.65 | -$18,524.66 | -4.74% |
David Novak Novak & Powell Financial Services, Inc. | 1,980 | $589,299.13 | $541,965.6 | -$47,333.53 | -8.03% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 4,612 | $1.35M | $1.26M | -$86,823.32 | -6.46% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 953 | $286,084.87 | $261,079.11 | -$25,005.76 | -8.74% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 123,424 | $36.69M | $34.03M | -$2.67M | -7.27% |
Angela Mari Abich Financial Wealth Management LLC | 5,585 | $1.7M | $1.51M | -$185,553.54 | -10.93% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,706 | $498,942.29 | $468,271.39 | -$30,670.9 | -6.15% |
Anne Wright Lummis Asset Management, LP | 268 | $79,464.51 | $72,531.52 | -$6,932.99 | -8.72% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,799 | $537,829.38 | $492,845.04 | -$44,984.34 | -8.36% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 911 | $270,120.41 | $246,553.05 | -$23,567.36 | -8.72% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,202 | $596,677.81 | $595,949.3 | -$728.51 | -0.12% |
Ryan M Palmer Optimist Retirement Group LLC | 7,335 | $2.17M | $2.01M | -$155,070.17 | -7.15% |