| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Sean Reitenbach Prosperity Consulting Group LLC | 7,141 | $957,782.33 | $785,117.24 | -$172,665.09 | -18.03% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,502 | $421,915.38 | $392,574.2 | -$29,341.18 | -6.95% |
Bill McVay Red Tortoise LLC | 85 | $9,822.6 | $9,528.5 | -$294.1 | -2.99% |
| SP Samantha Pierangeli City State Bank | 1,849 | $213,851.15 | $210,508.65 | -$3,342.5 | -1.56% |
| RS Roger Steed KRS Capital Management LLC | 3,586 | $468,443.89 | $394,262.77 | -$74,181.12 | -15.84% |
| JCC Jason Cyril Crawshaw William Allan Corp | 49,089 | $6.02M | $5.4M | -$627,306.01 | -10.41% |
| WTM W. Travis McKinney HB Wealth Management LLC | 16,981 | $2.07M | $1.91M | -$152,775.83 | -7.4% |
| LF Lukas Feh LGT Group Foundation | 8,101 | $823,491.54 | $908,122.1 | $84,630.56 | 10.28% |
| TT Timothy Taylor TCM Advisors LLC | 7,000 | $858,944.11 | $784,700 | -$74,244.11 | -8.64% |
Courtney Lawson Autumn Glory Partners LLC | 2,646 | $354,393.62 | $296,616.6 | -$57,777.02 | -16.3% |
Jeremy Baltz Raleigh Capital Management Inc. | 25,835 | $2.61M | $2.91M | $301,026.61 | 11.54% |
| DC Debora Caley Richwood Investment Advisors LLC | 2,287 | $352,838.36 | $256,372.7 | -$96,465.66 | -27.34% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 10,272 | $1.37M | $1.16M | -$214,115.18 | -15.62% |
| WJ William Jollie Quent Capital LLC | 634 | $75,481.54 | $71,464.48 | -$4,017.06 | -5.32% |
Dalila Toledo Ascent Group LLC | 18,219 | $2.38M | $2.05M | -$330,549.98 | -13.86% |
| EM Erin Mccann Simplicity Wealth LLC | 4,118 | $426,250.44 | $463,872.11 | $37,621.67 | 8.83% |
Michael Byun SageView Advisory Group LLC | 9,531 | $1.28M | $1.07M | -$204,721.15 | -16.01% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 200,847 | $25.52M | $22.62M | -$2.9M | -11.35% |
Jason Matthews Kfg Wealth Management LLC | 4,648 | $535,777.45 | $523,573.96 | -$12,203.49 | -2.28% |
Katie Christensen iSAM Funds UKK) Ltd | 14,992 | $1.38M | $1.69M | $308,460.44 | 22.34% |