| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 26,240 | $3.24M | $2.73M | -$509,972.81 | -15.72% |
| CWM Copia Wealth Management Copia Wealth Management | 8,863 | $839,447.14 | $923,524.6 | $84,077.46 | 10.02% |
Candy Palugi Claris Financial LLC | 1,999 | $248,275.41 | $208,295.8 | -$39,979.61 | -16.1% |
Kevin Painter LeConte Wealth Management LLC | 12,418 | $1.65M | $1.29M | -$360,021.4 | -21.77% |
| AWA AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 10,556 | $1.41M | $1.1M | -$306,017.8 | -21.77% |
Robert M. Mangold Jr. Greenbush Financial Group LLC | 3,183 | $404,069.03 | $331,668.6 | -$72,400.43 | -17.92% |
| RM Rich Mowrer Brookwood Investment Group LLC | 41,964 | $4.88M | $4.37M | -$510,587.4 | -10.46% |
David R. Hess Wealth Management Associates Inc. | 2,543 | $343,187.77 | $264,980.6 | -$78,207.17 | -22.79% |
Nicole Reese WPG Advisers LLC | 823 | $106,721.26 | $85,756.6 | -$20,964.66 | -19.64% |
| AS Aryn Sands GK Wealth Management LLC | 2,166 | $251,280 | $225,697.2 | -$25,582.8 | -10.18% |
Justin Boggs Optima Capital LLC | 5,324 | $702,451.34 | $554,760.8 | -$147,690.54 | -21.03% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 107 | $14,234 | $11,149.4 | -$3,084.6 | -21.67% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 102 | $12,726 | $10,628.4 | -$2,097.6 | -16.48% |
Eric C. Jansen Finivi Inc. | 2,713 | $312,996.98 | $282,694.6 | -$30,302.38 | -9.68% |