| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AJS Aaron Jerome Stephens LIFE LINE WEALTH MANAGEMENT LLC | 2,350 | $234,089.75 | $168,518.5 | -$65,571.25 | -28.01% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 4,460 | $331,104.66 | $319,826.6 | -$11,278.06 | -3.41% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 11,033 | $802,513.6 | $791,176.43 | -$11,337.17 | -1.41% |
Tuomas Suomela S-Bank Fund Management Ltd | 157,816 | $15.08M | $11.32M | -$3.76M | -24.95% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 22,388 | $2.14M | $1.65M | -$491,265.26 | -22.97% |
Taryn Anderson YANKCOM Partnership | 3,584 | $326,847.83 | $257,008.64 | -$69,839.19 | -21.37% |
Andrew Snider Maiden Cove Capital, LLC | 2,860 | $254,917.52 | $205,090.6 | -$49,826.92 | -19.55% |
Nicholas Munoz IronOak Wealth LLC. | 17,750 | $1.58M | $1.27M | -$309,240.5 | -19.55% |
| MCM Massar Capital Management LP Massar Capital Management LP | 10,528 | $1.01M | $754,962.88 | -$257,304.12 | -25.42% |
David Levy Diversified Enterprises LLC | 15,320 | $1.38M | $1.1M | -$278,989.74 | -20.25% |
Pines Wealth Management LLC Pines Wealth Management LLC | 7,391 | $715,384.17 | $530,008.61 | -$185,375.56 | -25.91% |
Nathan White Paragon Capital Management Inc. | 13,230 | $1.25M | $948,723.3 | -$299,183.04 | -23.97% |
Matthew Riley Hickory Point Bank & Trust | 15 | $1,442 | $1,075.65 | -$366.35 | -25.41% |
Seneschal Advisors LLC Seneschal Advisors LLC | 780 | $91,164.59 | $55,933.8 | -$35,230.79 | -38.65% |
Curtis Harrell Tounjian Advisory Partners LLC | 50,112 | $4.18M | $3.71M | -$462,839.34 | -11.08% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 16,022 | $1.33M | $1.15M | -$182,374.2 | -13.7% |
FMB Wealth Management FMB Wealth Management | 4,670 | $254,265.01 | $334,885.7 | $80,620.69 | 31.71% |
Rule One Partners LLC Rule One Partners LLC | 385,000 | $28.05M | $27.61M | -$444,255 | -1.58% |
Bryan Buchert Kera Capital Partners Inc. | 7,295 | $693,988.44 | $523,124.45 | -$170,863.99 | -24.62% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 6,220 | $474,379.43 | $446,036.2 | -$28,343.23 | -5.97% |