| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 520,097 | $12.55M | $12.09M | -$458,023.26 | -3.65% |
Brian Griffin Friday Financial | 14,083 | $338,125.6 | $327,640.99 | -$10,484.61 | -3.1% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 153,847 | $3.68M | $3.58M | -$103,846.9 | -2.82% |
VestGen Advisors LLC VestGen Advisors LLC | 73,745 | $1.77M | $1.72M | -$58,275.55 | -3.29% |
| MK Matthew Klein Matauro LLC | 9,282 | $223,864.64 | $216,038.55 | -$7,826.09 | -3.5% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 36,139 | $873,407.5 | $841,135.22 | -$32,272.28 | -3.69% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 19,970 | $478,680.9 | $464,701.9 | -$13,979 | -2.92% |
Rossby Financial LLC Rossby Financial LLC | 3,713 | $90,378.7 | $86,364.38 | -$4,014.32 | -4.44% |
Pacific Point Advisors LLC Pacific Point Advisors LLC | 9,616 | $233,957.51 | $223,716.24 | -$10,241.27 | -4.38% |
Jon Lewis Midwest Trust Co | 1.39M | $33.63M | $32.41M | -$1.23M | -3.65% |