| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey D. Munjack JDM Financial Group LLC | 60 | $8,611.2 | $8,294.4 | -$316.8 | -3.68% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,669 | $840,648.48 | $791,165.64 | -$49,482.84 | -5.89% |
Patrick D. Hayes Canopy Partners LLC | 6,007 | $1.02M | $838,336.92 | -$180,539.19 | -17.72% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 3,773 | $526,535.59 | $524,530.02 | -$2,005.57 | -0.38% |
Marc White Clarendon Private LLC | 3,246 | $493,744.62 | $453,011.76 | -$40,732.86 | -8.25% |
Sheryl Stephens Stephens Consulting LLC | 2,741 | $463,982.02 | $382,533.96 | -$81,448.06 | -17.55% |
Dennis Wallace Fortune Financial Advisors LLC | 5,199 | $925,626.75 | $725,572.44 | -$200,054.31 | -21.61% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 15,358 | $2.78M | $2.14M | -$632,223.77 | -22.78% |
Lucas Mosher SP Asset Management LLC | 28,724 | $5.17M | $4.01M | -$1.16M | -22.45% |
| BP Brett Pohl Kingdom Financial Group LLC | 364 | $52,288.16 | $50,604.01 | -$1,684.15 | -3.22% |
Stephen Smith Kestra Investment Management LLC | 5,124 | $795,732.14 | $712,748.45 | -$82,983.69 | -10.43% |
Sue Oleari Trifecta Capital Advisors LLC | 50 | $8,246.66 | $6,978 | -$1,268.66 | -15.38% |
Amy Hart Phillips Wealth Planners LLC | 4,040 | $654,594.46 | $561,648.89 | -$92,945.57 | -14.2% |
Scott Register Register Financial Advisors LLC | 3,746 | $662,260.83 | $522,791.76 | -$139,469.07 | -21.06% |
Bree Pate Olisti Co. Wealth LLC | 832 | $119,501.81 | $116,113.92 | -$3,387.89 | -2.84% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 22,914 | $3.56M | $3.18M | -$381,740.32 | -10.72% |
Joseph Gentili Riverview Capital Advisers LLC | 3,217 | $546,591.54 | $446,197.9 | -$100,393.64 | -18.37% |
Timothy J. Videnka Forza Wealth Management LLC | 4,175 | $748,945.09 | $582,663 | -$166,282.09 | -22.2% |
Kevin Gray Lodestar Private Asset Management LLC | 7,676 | $1.39M | $1.07M | -$314,973.1 | -22.72% |
Amy Ardeel Icon Wealth Advisors LLC | 9,698 | $1.47M | $1.35M | -$120,664.46 | -8.21% |