| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jonathan Chatfield LM Advisors LLC | 334,729 | $4.06M | $3.39M | -$662,710.18 | -16.34% |
Brian Krause Cascade Financial Partners, LLC | 79,954 | $969,042 | $805,136.78 | -$163,905.22 | -16.91% |
Josephine Lee New Insight Wealth Advisors | 94,160 | $1.09M | $952,899.2 | -$135,128.55 | -12.42% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 250 | $2,875 | $2,530 | -$345 | -12% |
Neil Azous Rareview Capital LLC | 66,339 | $735,853.35 | $666,375.25 | -$69,478.1 | -9.44% |
Heather Scully NWF Advisory Services Inc. | 18,430 | $207,729.77 | $185,958.7 | -$21,771.07 | -10.48% |
| AFI Atala Financial Inc. Atala Financial Inc. | 57,385 | $647,876.74 | $579,588.5 | -$68,288.24 | -10.54% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 11,901 | $140,194 | $120,378.61 | -$19,815.39 | -14.13% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 242,401 | $2.63M | $2.46M | -$175,974.18 | -6.68% |
Ameriflex Group Inc. Ameriflex Group Inc. | 1,400 | $16,100 | $14,140 | -$1,960 | -12.17% |
| ECC Elizabeth C. Carr CLG LLC | 37,584 | $440,107.3 | $380,725.92 | -$59,381.38 | -13.49% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 14,953 | $168,819 | $151,698.18 | -$17,120.82 | -10.14% |
| RM Rich Mowrer Brookwood Investment Group LLC | 19,750 | $239,370 | $199,178.75 | -$40,191.25 | -16.79% |