| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Barry Carpenter Cascades Capital Asset Management, LLC | 5,262 | $1.6M | $1.27M | -$329,033.02 | -20.53% |
Gregory A. Brown Brown Financial Advisors | 5,214 | $1.35M | $1.27M | -$75,627.21 | -5.62% |
JAMES ELIOS Elios Financial Group Inc. | 3,517 | $1.07M | $852,960.42 | -$217,815.76 | -20.34% |
Teresa Coleman Creekside Partners | 2,374 | $605,060.15 | $579,172.91 | -$25,887.24 | -4.28% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 7,004 | $2.09M | $1.7M | -$397,428.78 | -18.97% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 672 | $195,504.68 | $162,946.56 | -$32,558.12 | -16.65% |
Tuomas Suomela S-Bank Fund Management Ltd | 23,134 | $7.17M | $5.63M | -$1.54M | -21.48% |
Level Wealth Management LLC Level Wealth Management LLC | 1,069 | $310,707.83 | $259,157.67 | -$51,550.16 | -16.59% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,569 | $480,067.53 | $381,063.03 | -$99,004.5 | -20.62% |
Taryn Anderson YANKCOM Partnership | 7,301 | $2.06M | $1.77M | -$287,210.78 | -13.96% |
Andrew Snider Maiden Cove Capital, LLC | 1,366 | $348,111.44 | $333,003.48 | -$15,107.96 | -4.34% |
David Levy Diversified Enterprises LLC | 7,333 | $2.23M | $1.78M | -$454,162.43 | -20.32% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,479 | $1.27M | $1.09M | -$179,068.32 | -14.1% |
Matthew Riley Hickory Point Bank & Trust | 1,110 | $325,449.59 | $269,064 | -$56,385.59 | -17.33% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 842 | $245,807.85 | $204,521.8 | -$41,286.05 | -16.8% |
Code Waechter LLC Code Waechter LLC | 819 | $248,356.13 | $199,688.58 | -$48,667.55 | -19.6% |
Seneschal Advisors LLC Seneschal Advisors LLC | 78 | $23,710.69 | $18,922.02 | -$4,788.67 | -20.2% |
Curtis Harrell Tounjian Advisory Partners LLC | 14,190 | $4.03M | $3.44M | -$583,996.5 | -14.5% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 4,229 | $1.22M | $1.03M | -$190,518.13 | -15.62% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 1,231 | $341,289.44 | $299,169.93 | -$42,119.51 | -12.34% |