| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GMG Gabriel M. Gallante Rockline Wealth Management, LLC | 19,685 | $3.29M | $2.81M | -$484,158.43 | -14.72% |
| UPL Uptick Partners LLC UPTICK PARTNERS, LLC | 4,441 | $707,773.49 | $633,020.14 | -$74,753.35 | -10.56% |
| PGT Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,449 | $756,617.54 | $634,160.46 | -$122,457.08 | -16.18% |
| BGA BRUCE G ALLEN Bruce G. Allen Investments, LLC | 1,713 | $267,130.41 | $244,171.02 | -$22,959.39 | -8.59% |
| JM Jeffrey McGrath Cetera Trust Company, N.A | 1,872 | $317,940.31 | $266,834.88 | -$51,105.43 | -16.07% |
| KM Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 3,036 | $506,999.61 | $432,751.44 | -$74,248.17 | -14.64% |
| JG Jonathon Gold Gold Investment Management Ltd. | 672 | $108,773.84 | $95,786.88 | -$12,986.96 | -11.94% |
| TPW Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,110 | $172,332 | $158,219.4 | -$14,112.6 | -8.19% |
| PK PETER KRUSSEL Southland Equity Partners LLC | 13,402 | $2.22M | $1.91M | -$312,647.14 | -14.06% |
| OS Oscar Spain JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 16,050 | $2.55M | $2.29M | -$259,943.05 | -10.2% |
| BC Benjamin Carter Turtle Creek Wealth Advisors, LLC | 36,706 | $5.41M | $5.23M | -$180,276.43 | -3.33% |
| TW Taylor Wagner Valued Wealth Advisors LLC | 62 | $10,364.48 | $8,837.48 | -$1,527 | -14.73% |
| SJM Steven JE Manders BKM Wealth Management, LLC | 8,131 | $1.35M | $1.16M | -$186,901.57 | -13.89% |
| DS Darin Sadow Freestone Grove Partners LP | 251,636 | $33.66M | $35.87M | $2.21M | 6.56% |
| AS Andrew Schiff TRITONPOINT WEALTH, LLC | 50,912 | $8.69M | $7.26M | -$1.43M | -16.45% |
| TD Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 3,567 | $605,417.11 | $508,440.18 | -$96,976.93 | -16.02% |
| HW Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,951 | $459,655.23 | $420,635.54 | -$39,019.69 | -8.49% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 3,219 | $511,296.62 | $458,836.26 | -$52,460.36 | -10.26% |
| AB Anthony Blagrove Traveka Wealth, LLC | 1,464 | $210,079 | $208,678.56 | -$1,400.44 | -0.67% |
| JB Julie Beswick Advantage Trust Co | 1,617 | $274,631.38 | $230,487.18 | -$44,144.2 | -16.07% |