| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Asio Capital Asio Capital LLC | 5,841 | $900,690.66 | $800,917.92 | -$99,772.74 | -11.08% |
PAX Financial Group PAX Financial Group LLC | 1,342 | $208,399.17 | $182,726.72 | -$25,672.45 | -12.32% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 16,469 | $2.53M | $2.24M | -$287,402.6 | -11.36% |
| MC Michael Corrigan Advocate Group LLC | 2,164 | $311,977.6 | $296,727.68 | -$15,249.92 | -4.89% |
Daniel Russell Naviter Wealth LLC | 11,315 | $1.97M | $1.54M | -$426,500.66 | -21.68% |
| RR rosemary richard WCG Wealth Advisors LLC | 25,076 | $4M | $3.41M | -$587,302.36 | -14.68% |
| YA Yinka Akinsola Blue Trust Inc. | 35,956 | $5.96M | $4.9M | -$1.06M | -17.73% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 4,338 | $622,701.72 | $590,662.08 | -$32,039.64 | -5.15% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 49,283 | $7.28M | $6.72M | -$559,000.51 | -7.68% |
Jeff Ameen Spire Wealth Management | 6,614 | $991,703.16 | $895,535.6 | -$96,167.56 | -9.7% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 4,102 | $654,819.69 | $557,297.72 | -$97,521.97 | -14.89% |
| MD Michelle Dubey Yousif Capital Management LLC | 164,954 | $28.55M | $22.33M | -$6.22M | -21.77% |
| EB Eric Becker Guardian Wealth Advisors LLC | 4,814 | $869,417.97 | $655,474.24 | -$213,943.73 | -24.61% |
Daren Blonski Fermata Advisors LLC | 2,474 | $376,589.46 | $337,280.42 | -$39,309.04 | -10.44% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 74,085 | $11.39M | $10.03M | -$1.36M | -11.92% |
Jason Kaplan Howard Capital Management Group LLC | 4,391 | $741,748.7 | $594,541.36 | -$147,207.34 | -19.85% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,173 | $329,042.33 | $295,875.68 | -$33,166.65 | -10.08% |
Marc Trottier Coerente Capital Management | 143,096 | $21.36M | $19.48M | -$1.88M | -8.79% |
Jennifer Easley Gitterman Wealth Management LLC | 2,278 | $311,866.71 | $310,172.48 | -$1,694.23 | -0.54% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,711 | $2.23M | $1.87M | -$357,322.92 | -16.05% |