| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Taro Kuriyama Axq Capita LLP | 21,752 | $3.06M | $3.03M | -$36,431.33 | -1.19% |
David T. Morgan High Net Worth Advisory Group LLC | 25,941 | $4.51M | $3.62M | -$886,426.48 | -19.67% |
Kristen Williams Athena Investment Management | 12,117 | $2.03M | $1.69M | -$345,656.64 | -17.02% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,395 | $406,643.81 | $334,246.2 | -$72,397.61 | -17.8% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 5,515 | $949,573.2 | $769,673.4 | -$179,899.8 | -18.95% |
Molly Crider Walker Asset Management LLC | 1,527 | $250,165.71 | $213,108.12 | -$37,057.59 | -14.81% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,201 | $593,582.31 | $586,291.56 | -$7,290.75 | -1.23% |
Christopher M. Marks Sterling Investment Counsel LLC | 4,178 | $591,096.5 | $583,081.68 | -$8,014.82 | -1.36% |
Scott Williams Investmark Advisory Group LLC | 24,154 | $4.12M | $3.36M | -$759,303.06 | -18.44% |
Michael Topley Lansing Street Advisors | 1,567 | $262,768.98 | $218,690.52 | -$44,078.46 | -16.77% |
Mark Fiskio Empirical Asset Management LLC | 5,988 | $996,847.6 | $824,727.24 | -$172,120.36 | -17.27% |
Timothy Gerlach Novem Group | 26,246 | $3.93M | $3.66M | -$270,752.15 | -6.88% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 8,265 | $1.4M | $1.15M | -$249,938.22 | -17.81% |
Daniel Ronan Catalyst Financial Partners LLC | 7,605 | $1.27M | $1.06M | -$208,268.86 | -16.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 40,413 | $6.94M | $5.64M | -$1.3M | -18.72% |
Eric Dahm Range Financial Group LLC | 6,224 | $929,578.29 | $868,621.44 | -$60,956.85 | -6.56% |
Jeffrey Gilbert Balboa Wealth Partners | 2,985 | $481,955.56 | $411,124.05 | -$70,831.51 | -14.7% |
Gary M. Coon Finer Wealth Management Inc. | 15,668 | $2.61M | $2.19M | -$421,165.31 | -16.15% |
Sean Murray Quantum Financial Advisors LLC | 4,613 | $717,384.74 | $643,790.28 | -$73,594.46 | -10.26% |
Edward Lowndes Angeles Wealth Management LLC | 18,665 | $2.97M | $2.6M | -$366,452.85 | -12.33% |