| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 94 | $8,512.48 | $7,820.8 | -$691.68 | -8.13% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 34,679 | $3.23M | $2.89M | -$348,530.05 | -10.78% |
Amy Taylor Pingora Partners LLC | 9,000 | $779,623 | $748,800 | -$30,823 | -3.95% |
Chris Chatto Encompass More Asset Management | 8,516 | $666,207 | $708,531.2 | $42,324.2 | 6.35% |
Christopher Griffith Stablepoint Partners, LLC | 74,189 | $6.17M | $6.17M | $3,649.06 | 0.06% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 4,622 | $404,503.06 | $384,550.4 | -$19,952.66 | -4.93% |
Adam Hill Bey-Douglas LLC | 3,704 | $332,745.2 | $305,876.32 | -$26,868.88 | -8.07% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,387 | $206,834 | $198,598.4 | -$8,235.6 | -3.98% |
Alan Gilmore Private Wealth Management Group, LLC | 145 | $11,846.48 | $12,077.05 | $230.57 | 1.95% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 155,149 | $13.33M | $12.92M | -$409,495.44 | -3.07% |
Anne Wright Lummis Asset Management, LP | 243 | $23,343 | $20,217.6 | -$3,125.4 | -13.39% |
Alana Parm MORTON COMMUNITY BANK | 42,762 | $3.58M | $3.53M | -$45,072.67 | -1.26% |
| FTM F. Thomas Mosley Mosley Wealth Management | 108 | $9,358.2 | $8,985.6 | -$372.6 | -3.98% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 3,827 | $315,268.37 | $316,052.79 | $784.42 | 0.25% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,926 | $1.05M | $984,908.71 | -$60,486.08 | -5.79% |
Collin Randall Randall & Associates Wealth Management | 3,532 | $310,943 | $291,690.22 | -$19,252.78 | -6.19% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 22,154 | $1.92M | $1.83M | -$90,092.04 | -4.69% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,620 | $141,197.3 | $133,787.7 | -$7,409.6 | -5.25% |
Lynda Bartsch Chaney Capital Management, Inc. | 4,939 | $444,188.34 | $407,887.31 | -$36,301.03 | -8.17% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,989 | $349,284.56 | $331,884.8 | -$17,399.76 | -4.98% |