| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,187 | $314,070.48 | $293,123.61 | -$20,946.87 | -6.67% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,878 | $1.95M | $1.29M | -$664,650.55 | -34.08% |
Molly Crider Walker Asset Management LLC | 5,785 | $445,145.18 | $764,661.3 | $319,516.12 | 71.78% |
David K. Balsdon Harvest Portfolios Group Inc. | 379,067 | $65.17M | $49.26M | -$15.91M | -24.41% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 12,574 | $2M | $1.67M | -$329,584.31 | -16.44% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,105 | $428,578.29 | $272,850.1 | -$155,728.19 | -36.34% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 41,603 | $7.03M | $5.56M | -$1.46M | -20.84% |
Mark Fiskio Empirical Asset Management LLC | 4,474 | $658,170.14 | $578,711.9 | -$79,458.24 | -12.07% |
Timothy Gerlach Novem Group | 3,460 | $527,357.36 | $447,551 | -$79,806.36 | -15.13% |
Jim Clark Worth Asset Management LLC | 1,960 | $287,238 | $255,878 | -$31,360 | -10.92% |
Daniel Ronan Catalyst Financial Partners LLC | 9,754 | $1.22M | $1.26M | $44,446.87 | 3.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 19,296 | $2.3M | $2.59M | $294,961.39 | 12.83% |
Matthew Heller Willner & Heller LLC | 2,670 | $236,870.73 | $350,330.7 | $113,459.97 | 47.9% |
Eric Dahm Range Financial Group LLC | 3,972 | $668,050.78 | $515,212.49 | -$152,838.29 | -22.88% |
Stephen Kenney Gray Private Wealth LLC | 5,029 | $645,422.3 | $667,599.75 | $22,177.45 | 3.44% |
Jeffrey Gilbert Balboa Wealth Partners | 10,462 | $2.3M | $1.34M | -$953,414.88 | -41.52% |
Sean Murray Quantum Financial Advisors LLC | 5,544 | $627,028.03 | $717,698.52 | $90,670.49 | 14.46% |
Edward Lowndes Angeles Wealth Management LLC | 10,681 | $1.49M | $1.38M | -$107,655.17 | -7.24% |
James M. Perkins Quantum Private Wealth LLC | 5,546 | $929,401.4 | $730,491.39 | -$198,910.01 | -21.4% |
Angela Cox W Advisors LLC | 1,398 | $304,553.62 | $183,641.28 | -$120,912.34 | -39.7% |