| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 2,489 | $391,397.74 | $324,524.78 | -$66,872.96 | -17.09% |
| DW Donald Windle Windle Wealth LLC | 57,889 | $9.69M | $7.58M | -$2.11M | -21.81% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 1,761 | $277,779.48 | $228,648.24 | -$49,131.24 | -17.69% |
Dean Pelos Commonwealth Retirement Investments LLC | 56,569 | $8.68M | $7.42M | -$1.26M | -14.52% |
Andy Peters Goldstein Advisors LLC | 3,420 | $567,310.14 | $439,059.6 | -$128,250.54 | -22.61% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 3,164 | $444,234.65 | $414,990.24 | -$29,244.41 | -6.58% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 4,239 | $658,274.27 | $551,239.56 | -$107,034.71 | -16.26% |
Bepin Serraj Richard W. Paul & Associates LLC | 5,429 | $924,025.67 | $711,633.32 | -$212,392.35 | -22.99% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,025 | $366,222.51 | $265,599 | -$100,623.51 | -27.48% |
Jeffrey Hanson Breakwater Capital Group | 3,639 | $628,103.33 | $476,890.95 | -$151,212.38 | -24.07% |
Kyle Kelley Family Capital Management Inc. | 3,731 | $502,817.08 | $478,985.78 | -$23,831.3 | -4.74% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 592 | $102,600.4 | $77,478 | -$25,122.4 | -24.49% |
Justin Halverson Great Waters Wealth Management | 3,075 | $430,614.52 | $399,965.25 | -$30,649.27 | -7.12% |
Jesse Ellington Dover Advisors LLC | 15,795 | $2.77M | $2.06M | -$710,581.98 | -25.63% |
Darren Tapley New England Capital Financial Advisors LLC | 1,080 | $192,877.91 | $141,512.4 | -$51,365.51 | -26.63% |
Walter J. West Milestone Asset Management LLC | 1,716 | $232,353.77 | $220,300.08 | -$12,053.69 | -5.19% |
Paul L. Moffat Arista Wealth Management LLC | 3,353 | $444,899.81 | $439,343.59 | -$5,556.22 | -1.25% |
Helen Semus Semus Wealth Partners LLC | 1,565 | $274,145.28 | $200,918.46 | -$73,226.82 | -26.71% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 7,847 | $1.25M | $1.03M | -$224,584.66 | -17.92% |
Neil Christ Oak Hill Wealth Advisors LLC | 6,183 | $939,513.06 | $804,964.77 | -$134,548.29 | -14.32% |