| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Patrick D. Hayes Canopy Partners LLC | 6,007 | $1.02M | $786,947.03 | -$231,929.08 | -22.76% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 3,773 | $526,535.59 | $491,937.32 | -$34,598.27 | -6.57% |
Marc White Clarendon Private LLC | 3,246 | $493,744.62 | $416,721.48 | -$77,023.14 | -15.6% |
Sheryl Stephens Stephens Consulting LLC | 2,741 | $463,982.02 | $358,632.44 | -$105,349.58 | -22.71% |
Dennis Wallace Fortune Financial Advisors LLC | 5,199 | $925,626.75 | $678,755.44 | -$246,871.31 | -26.67% |
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 15,358 | $2.78M | $2M | -$780,121.31 | -28.11% |
Lucas Mosher SP Asset Management LLC | 28,908 | $5.19M | $3.77M | -$1.42M | -27.37% |
| BP Brett Pohl Kingdom Financial Group LLC | 364 | $52,288.16 | $47,775 | -$4,513.16 | -8.63% |
Stephen Smith Kestra Investment Management LLC | 5,124 | $795,732.14 | $671,090.28 | -$124,641.86 | -15.66% |
Amy Hart Phillips Wealth Planners LLC | 4,040 | $654,594.46 | $529,866.2 | -$124,728.26 | -19.05% |
Scott Register Register Financial Advisors LLC | 3,746 | $662,260.83 | $490,838.38 | -$171,422.45 | -25.88% |
Bree Pate Olisti Co. Wealth LLC | 832 | $119,501.81 | $108,933.76 | -$10,568.05 | -8.84% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 22,914 | $3.56M | $3M | -$559,552.96 | -15.72% |
Joseph Gentili Riverview Capital Advisers LLC | 3,217 | $546,591.54 | $417,695.28 | -$128,896.26 | -23.58% |
Timothy J. Videnka Forza Wealth Management LLC | 4,175 | $748,945.09 | $547,300.75 | -$201,644.34 | -26.92% |
Kevin Gray Lodestar Private Asset Management LLC | 7,676 | $1.39M | $1.01M | -$380,909.94 | -27.48% |
Amy Ardeel Icon Wealth Advisors LLC | 9,698 | $1.47M | $1.27M | -$198,927.42 | -13.54% |
John J. Edwards Breed's Hi LLCapital LLC | 1,996 | $327,106.97 | $260,458.04 | -$66,648.93 | -20.38% |
Steve Alexandrowski GEM Asset Management LLC | 1,625 | $205,907 | $208,617.5 | $2,710.5 | 1.32% |
Joshua A. Kennon Kennon-Green & Company LLC | 46,449 | $7.03M | $6.11M | -$920,999.74 | -13.1% |