| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 34,470 | $5.69M | $4.43M | -$1.26M | -22.22% |
Jonathan J. Marshall Spectrum Investment Advisors Inc. | 4,338 | $622,701.72 | $563,983.38 | -$58,718.34 | -9.43% |
| DG Dana Glandien Siemens Fonds Invest GmbH | 49,364 | $7.29M | $6.46M | -$824,504.31 | -11.31% |
Jeff Ameen Spire Wealth Management | 6,000 | $899,640 | $770,280 | -$129,360 | -14.38% |
Drew Waldron Canvas Wealth Advisors LLC | 2,602 | $390,596.14 | $341,330.36 | -$49,265.78 | -12.61% |
Michelle Dubey Yousif Capital Management LLC | 151,744 | $26.26M | $19.48M | -$6.78M | -25.8% |
Eric Becker Guardian Wealth Advisors LLC | 4,864 | $876,187.97 | $633,393.48 | -$242,794.49 | -27.71% |
Daren Blonski Fermata Advisors LLC | 1,693 | $255,307.97 | $221,706.81 | -$33,601.16 | -13.16% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 74,085 | $11.39M | $9.71M | -$1.68M | -14.76% |
Jason Kaplan Howard Capital Management Group LLC | 4,391 | $741,748.7 | $570,127.44 | -$171,621.26 | -23.14% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 2,292 | $345,154.92 | $294,252.46 | -$50,902.46 | -14.75% |
Marc Trottier Coerente Capital Management | 144,699 | $21.58M | $19.03M | -$2.55M | -11.83% |
Jennifer Easley Gitterman Wealth Management LLC | 2,278 | $311,866.71 | $296,117.22 | -$15,749.49 | -5.05% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 13,347 | $2.16M | $1.74M | -$420,005.73 | -19.45% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 105 | $17,499.3 | $13,770.75 | -$3,728.55 | -21.31% |
John Nowicki LCM Capital Management Inc. | 7,446 | $1.14M | $955,917.48 | -$184,299.49 | -16.16% |
Kyle P. Smith NewEdge Wealth LLC | 40,993 | $6.66M | $5.33M | -$1.33M | -20.02% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 2,229 | $331,484.89 | $291,932.13 | -$39,552.76 | -11.93% |
Derek Batts Union Heritage Capital LLC | 27,289 | $4M | $3.56M | -$437,655.2 | -10.94% |
Jessica Clark Caerus Investment Advisors LLC | 2,861 | $409,338.68 | $374,533.51 | -$34,805.17 | -8.5% |