| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 3,629 | $791,812.21 | $472,495.8 | -$319,316.41 | -40.33% |
Eric Lai Archvest Wealth Advisors Inc. | 1,392 | $203,997.6 | $187,182.24 | -$16,815.36 | -8.24% |
| CC Cheung Chan Chemistry Wealth Management LLC | 2,381 | $342,913.75 | $309,434.76 | -$33,478.99 | -9.76% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 1,636 | $302,726.08 | $219,960.2 | -$82,765.88 | -27.34% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 1,617 | $212,763.29 | $217,349.05 | $4,585.76 | 2.16% |
Jay Richards Investment Advisory Group LLC | 2,359 | $327,580.02 | $306,410.51 | -$21,169.51 | -6.46% |
Andrew Burkey Joseph Group Capital Management | 492 | $79,274.24 | $63,861.6 | -$15,412.64 | -19.44% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,025 | $1.64M | $1.29M | -$347,100.07 | -21.14% |
Kathleen Thornhill Confluence Wealth Services Inc. | 35,762 | $4.89M | $4.59M | -$295,199.13 | -6.04% |
James Langer Redmont Wealth Advisors LLC | 249 | $44,586.37 | $32,240.52 | -$12,345.85 | -27.69% |
Bill McVay Red Tortoise LLC | 2,720 | $239,938.55 | $350,988.8 | $111,050.25 | 46.28% |
Samantha Pierangeli City State Bank | 2,221 | $355,703.99 | $285,376.29 | -$70,327.7 | -19.77% |
Roger Steed KRS Capital Management LLC | 9,436 | $938,065.34 | $1.26M | $323,244.78 | 34.46% |
Brett Lee Planning Center Inc. | 6,377 | $1.18M | $852,732.44 | -$326,348.89 | -27.68% |
| TA Thomas Anderton 626 Financial LLC | 1,958 | $163,060.52 | $260,531.48 | $97,470.96 | 59.78% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 3,400 | $576,709.92 | $455,804 | -$120,905.92 | -20.96% |
| MWM Marion Wealth Management Marion Wealth Management | 12,411 | $1.54M | $1.63M | $94,868.37 | 6.18% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,392 | $243,938.11 | $183,347.28 | -$60,590.83 | -24.84% |
W. Travis McKinney HB Wealth Management LLC | 197,825 | $21.02M | $26.6M | $5.58M | 26.52% |
| LF Lukas Feh LGT Group Foundation | 102,944 | $13.17M | $13.34M | $174,814.94 | 1.33% |