| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KAL KDT Advisors LLC KDT Advisors LLC | 2,938 | $421,990.69 | $381,675.58 | -$40,315.11 | -9.55% |
| BM Berkeley Meredith Hughes Financial Services LLC | 1,054 | $160,141.33 | $135,312.52 | -$24,828.81 | -15.5% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 2,178 | $329,651.19 | $282,791.52 | -$46,859.67 | -14.21% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 1,268 | $192,807.83 | $166,146.04 | -$26,661.79 | -13.83% |
| CL Chris Lein Partners Wealth Management LLC | 2,000 | $304,308.99 | $256,820 | -$47,488.99 | -15.61% |
| PAM PCG Asset Management LLC PCG Asset Management LLC | 3,655 | $555,652.38 | $474,894.15 | -$80,758.23 | -14.53% |
| JA Jonathan Ameen Impact Capital Partners LLC | 8,781 | $1.31M | $1.15M | -$158,797.67 | -12.12% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 6,428 | $977,444.32 | $839,368.24 | -$138,076.08 | -14.13% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 2,402 | $364,305.71 | $308,368.76 | -$55,936.95 | -15.35% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 4,157 | $615,642.74 | $544,712.49 | -$70,930.25 | -11.52% |
| BI Bradyco Inc. Bradyco Inc. | 13,103 | $1.99M | $1.71M | -$277,652.57 | -13.94% |
| DN Daniel Newman Noble Wealth Management PBC | 200 | $30,412.26 | $26,256 | -$4,156.26 | -13.67% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 1,613 | $217,652.1 | $209,770 | -$7,882.1 | -3.62% |
| IAL Intellus Advisors LLC Intellus Advisors LLC | 1,569 | $225,195.6 | $204,079.83 | -$21,115.77 | -9.38% |
| MDR Michael D. Richards Jr. Capital A Wealth Management LLC | 256 | $38,927.33 | $33,568.13 | -$5,359.2 | -13.77% |
| BR Brian Runkles Frederick Financial Consultants LLC | 1,739 | $261,543.49 | $223,252.82 | -$38,290.67 | -14.64% |
| HF Herve Fayolle Banque de Luxembourg S.A. | 5,871 | $799,703.04 | $770,157.78 | -$29,545.26 | -3.69% |
| FG Fabian Guerra Guerra Advisors Inc. | 314 | $44,100 | $40,854.54 | -$3,245.46 | -7.36% |
Bay Capital Advisors LLC Bay Capital Advisors LLC | 2,737 | $416,188.49 | $351,458.17 | -$64,730.32 | -15.55% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 29,785 | $4.51M | $3.91M | -$600,932.45 | -13.33% |