| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darrick Alford BIP Alliance LLC | 1,027 | $224,533 | $133,376.49 | -$91,156.51 | -40.6% |
| BWR Brian W. Rahlfs Rahlfs Capital LLC | 8,245 | $1.37M | $1.07M | -$303,168.31 | -22.07% |
| KH Kristine Harrell Uniting Wealth Partners LLC | 6,811 | $1.32M | $983,440.29 | -$334,219.19 | -25.36% |
| GPW Grant Private Wealth Management Inc. Grant Private Wealth Management Inc. | 6,262 | $1.28M | $813,245.94 | -$467,867.52 | -36.52% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 21,956 | $3.83M | $2.85M | -$977,413.88 | -25.53% |
| RFL Rossby Financial LLC Rossby Financial LLC | 2,959 | $445,071.85 | $384,285.33 | -$60,786.52 | -13.66% |
| SC Shawn Clark Accredited Wealth Management LLC | 435 | $71,227.43 | $56,493.45 | -$14,733.98 | -20.69% |
| PR Patrick Ross Ross/Johnson & Associates LLC | 3 | $536.33 | $451.56 | -$84.77 | -15.81% |
| DF Debbie Fox Texas Bank & Trust Co | 20,798 | $3.52M | $2.7M | -$816,602.36 | -23.21% |
Defined Financial Planning LLC Defined Financial Planning LLC | 872 | $140,518.45 | $113,246.64 | -$27,271.81 | -19.41% |
| AFL AGP Franklin LLC AGP Franklin LLC | 45,262 | $7.6M | $5.88M | -$1.72M | -22.68% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 1,854 | $511,225.18 | $284,181.12 | -$227,044.06 | -44.41% |
Headland Capital LLC Headland Capital LLC | 1,431 | $210,514.02 | $185,843.97 | -$24,670.05 | -11.72% |
| JH Julie Hazzard 10Elms LLP | 301 | $44,142 | $45,306.52 | $1,164.52 | 2.64% |
| HM Howard Morin Helium Advisors LLC | 8,728 | $1.76M | $1.27M | -$493,459.87 | -27.99% |
| PR Peter Recchia 4Wealth Advisors Inc. | 2,889 | $486,934.61 | $375,194.43 | -$111,740.18 | -22.95% |
| RS Ranga Srinivasan Everest Management Corp | 10,505 | $1.7M | $1.54M | -$155,561.45 | -9.16% |
| RS Ruza Susnik Triglav Investments d.o.o. | 39,000 | $6.09M | $5.67M | -$413,395.03 | -6.79% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 1,637 | $244,659.4 | $212,597.19 | -$32,062.21 | -13.1% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 141 | $27,182.01 | $21,612.48 | -$5,569.53 | -20.49% |