| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 12,298 | $3.52M | $2.98M | -$540,913.93 | -15.35% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 1,077 | $325,643.12 | $261,791.77 | -$63,851.35 | -19.61% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 29,745 | $9.22M | $7.21M | -$2.01M | -21.81% |
Richard Zito Flynn Zito Capital Management LLC | 1,108 | $287,797.05 | $269,476.68 | -$18,320.37 | -6.37% |
Jeff Ameen Spire Wealth Management | 5,977 | $1.6M | $1.45M | -$149,159.84 | -9.33% |
Drew Waldron Canvas Wealth Advisors LLC | 3,275 | $906,519.12 | $797,282.37 | -$109,236.75 | -12.05% |
Michelle Dubey Yousif Capital Management LLC | 77,784 | $20.81M | $18.86M | -$1.95M | -9.36% |
Eric Becker Guardian Wealth Advisors LLC | 933 | $277,580.69 | $226,411.11 | -$51,169.58 | -18.43% |
Cole Holmlund Alaethes Wealth LLC | 1,052 | $295,023.74 | $254,941.68 | -$40,082.06 | -13.59% |
Jason Kaplan Howard Capital Management Group LLC | 2,700 | $720,920.34 | $655,276.5 | -$65,643.84 | -9.11% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 1,723 | $419,473.09 | $417,052.15 | -$2,420.94 | -0.58% |
Donna Rittershausen Koss-Olinger Consulting LLC | 863 | $266,997.75 | $208,846 | -$58,151.75 | -21.78% |
Jennifer Easley Gitterman Wealth Management LLC | 979 | $279,945.09 | $238,856.42 | -$41,088.67 | -14.68% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 4,092 | $1.04M | $992,637.36 | -$48,168.63 | -4.63% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 734 | $164,973.56 | $178,846.44 | $13,872.88 | 8.41% |
John Nowicki LCM Capital Management Inc. | 3,042 | $710,412.58 | $737,685 | $27,272.42 | 3.84% |
Kyle P. Smith NewEdge Wealth LLC | 13,236 | $3.94M | $3.21M | -$735,253.56 | -18.64% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 1,303 | $375,690.2 | $317,065.5 | -$58,624.7 | -15.6% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 1,261 | $337,133.89 | $309,052.18 | -$28,081.71 | -8.33% |
Carrie Delgott Wescott Financial Advisory Group LLC | 1,445 | $380,005.11 | $352,608.9 | -$27,396.21 | -7.21% |