| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Brian Runkles Frederick Financial Consultants LLC | 2,569 | $290,851.87 | $247,317.63 | -$43,534.24 | -14.97% |
| DT David Tepp Tepp RIA LLC | 45,566 | $5.5M | $4.33M | -$1.17M | -21.31% |
Stephen J. Garry & Associates LLC Stephen J. Garry & Associates LLC | 3,300 | $413,276.16 | $314,556 | -$98,720.16 | -23.89% |
Rossby Financial LLC Rossby Financial LLC | 64 | $8,599.19 | $6,173.44 | -$2,425.75 | -28.21% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 993 | $122,533.76 | $93,883.18 | -$28,650.58 | -23.38% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 26,240 | $3.24M | $2.47M | -$777,358.41 | -23.96% |
Copia Wealth Management Copia Wealth Management | 10,406 | $1.02M | $983,835.27 | -$34,569.03 | -3.39% |
Candy Palugi Claris Financial LLC | 1,999 | $248,275.41 | $192,683.61 | -$55,591.8 | -22.39% |
Kevin Painter LeConte Wealth Management LLC | 13,342 | $1.76M | $1.29M | -$474,174.92 | -26.92% |
AGH Wealth Advisors LLC AGH Wealth Advisors LLC | 11,532 | $1.52M | $1.11M | -$407,004.64 | -26.79% |
| RM Rich Mowrer Brookwood Investment Group LLC | 7,087 | $937,036.53 | $667,029.15 | -$270,007.38 | -28.82% |
David R. Hess Wealth Management Associates Inc. | 2,832 | $376,704.42 | $269,167.44 | -$107,536.98 | -28.55% |
Nicole Reese WPG Advisers LLC | 1,436 | $177,816.88 | $138,516.56 | -$39,300.32 | -22.1% |
| AS Aryn Sands GK Wealth Management LLC | 1,527 | $177,148.92 | $151,753.26 | -$25,395.66 | -14.34% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 107 | $14,234 | $10,105.08 | -$4,128.92 | -29.01% |
Caldwell Trust Co Caldwell Trust Co | 204 | $23,660 | $19,173.96 | -$4,486.04 | -18.96% |
Basepoint Wealth LLC Basepoint Wealth LLC | 102 | $12,726 | $9,626.76 | -$3,099.24 | -24.35% |
Berman McAleer LLC Berman McAleer LLC | 2,310 | $238,993 | $217,925.4 | -$21,067.6 | -8.82% |
Eric C. Jansen Finivi Inc. | 2,185 | $254,299.65 | $210,218.85 | -$44,080.8 | -17.33% |