| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KB Kimberly Byrne Bill Few Associates Inc. | 91,121 | $4.63M | $2.26M | -$2.38M | -51.28% |
| OS Owen Schrum Schrum Private Wealth Management LLC | 10,837 | $313,409.77 | $268,432.49 | -$44,977.28 | -14.35% |
Jason Matthews Kfg Wealth Management LLC | 21,390 | $592,534.51 | $529,830.3 | -$62,704.21 | -10.58% |
Katie Christensen iSAM Funds UKK) Ltd | 30,386 | $853,239 | $752,813.15 | -$100,425.85 | -11.77% |
Kristen Williams Athena Investment Management | 52,302 | $2.62M | $1.3M | -$1.33M | -50.58% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,904 | $124,267.36 | $121,521.12 | -$2,746.24 | -2.21% |
| JP Jaimie Palmer Beacon Capital Management LLC | 10,628 | $486,475.36 | $263,361.84 | -$223,113.52 | -45.86% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,974 | $223,900.98 | $222,375.72 | -$1,525.26 | -0.68% |
| DW Darren Woolson Asset Allocation Strategies LLC | 8,284 | $232,621 | $205,277.52 | -$27,343.48 | -11.75% |
| MC Molly Crider Walker Asset Management LLC | 14,882 | $409,436.94 | $368,775.96 | -$40,660.98 | -9.93% |
Brian Levy West Wealth Group LLC | 8,389 | $209,369.46 | $207,879.42 | -$1,490.04 | -0.71% |
David K. Balsdon Harvest Portfolios Group Inc. | 84,300 | $2.8M | $2.09M | -$709,002.02 | -25.34% |
| SW Scott Williams Investmark Advisory Group LLC | 8,728 | $220,900.58 | $216,279.84 | -$4,620.74 | -2.09% |
Mark Fiskio Empirical Asset Management LLC | 8,908 | $234,174.5 | $220,740.24 | -$13,434.26 | -5.74% |
| TG Timothy Gerlach Novem Group | 14,589 | $383,952.63 | $361,515.42 | -$22,437.21 | -5.84% |
Christopher Warner WARNER FINANCIAL Inc. | 19,719 | $898,405.82 | $488,636.82 | -$409,769 | -45.61% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 13,514 | $724,159.98 | $334,876.92 | -$389,283.06 | -53.76% |
Daniel Ronan Catalyst Financial Partners LLC | 23,380 | $695,890.88 | $579,356.4 | -$116,534.48 | -16.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 195,671 | $6.95M | $4.9M | -$2.05M | -29.52% |
| LV Leah Vaden Redwood Financial Network Corp. | 7,260 | $203,860.8 | $179,902.8 | -$23,958 | -11.75% |