| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John J. Edwards Breed's Hi LLCapital LLC | 1,996 | $327,106.97 | $278,561.76 | -$48,545.21 | -14.84% |
Joshua A. Kennon Kennon-Green & Company LLC | 38,994 | $6.03M | $5.42M | -$608,077.66 | -10.08% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 2,099 | $341,981.97 | $292,936.44 | -$49,045.53 | -14.34% |
| DW Donald Windle Windle Wealth LLC | 57,889 | $9.69M | $8.08M | -$1.61M | -16.62% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,761 | $277,779.48 | $245,765.16 | -$32,014.32 | -11.53% |
Dean Pelos Commonwealth Retirement Investments LLC | 58,951 | $9.11M | $8.23M | -$880,311.84 | -9.67% |
Andy Peters Goldstein Advisors LLC | 3,152 | $533,349.21 | $439,893.12 | -$93,456.09 | -17.52% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 3,164 | $444,234.65 | $441,567.84 | -$2,666.81 | -0.6% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,239 | $658,274.27 | $591,594.84 | -$66,679.43 | -10.13% |
Bepin Serraj Richard W. Paul & Associates LLC | 5,429 | $924,025.67 | $747,736.17 | -$176,289.5 | -19.08% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,040 | $368,957.01 | $284,702.4 | -$84,254.61 | -22.84% |
Jeffrey Hanson Breakwater Capital Group | 3,960 | $686,095.22 | $552,657.6 | -$133,437.62 | -19.45% |
Kyle Kelley Family Capital Management Inc. | 3,731 | $502,817.08 | $520,698.36 | $17,881.28 | 3.56% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 592 | $102,600.4 | $82,619.52 | -$19,980.88 | -19.47% |
Justin Halverson Great Waters Wealth Management | 3,040 | $425,936.42 | $424,262.4 | -$1,674.02 | -0.39% |
Jesse Ellington Dover Advisors LLC | 15,795 | $2.77M | $2.2M | -$576,134.89 | -20.78% |
Darren Tapley New England Capital Financial Advisors LLC | 1,080 | $192,877.91 | $150,724.8 | -$42,153.11 | -21.85% |
Walter J. West Milestone Asset Management LLC | 36,847 | $4.99M | $5.14M | $153,125.32 | 3.07% |
Paul L. Moffat Arista Wealth Management LLC | 3,353 | $444,899.81 | $467,944.68 | $23,044.87 | 5.18% |
Helen Semus Semus Wealth Partners LLC | 1,565 | $274,145.28 | $215,547.45 | -$58,597.83 | -21.37% |