| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Sheryl Stephens Stephens Consulting LLC | 2,047 | $54,306.99 | $51,277.35 | -$3,029.64 | -5.58% |
Cornell P. Abod Beacon Investment Advisors LLC | 17,742 | $613,187.89 | $444,437.08 | -$168,750.81 | -27.52% |
| NJL Nelson J. Lam LAM GROUP Inc. | 483 | $13,563 | $12,099.15 | -$1,463.85 | -10.79% |
| BP Brett Pohl Kingdom Financial Group LLC | 671 | $16,986.32 | $16,808.55 | -$177.77 | -1.05% |
| SS Stephen Smith Kestra Investment Management LLC | 101,867 | $2.86M | $2.55M | -$308,670.75 | -10.79% |
Amy Hart Phillips Wealth Planners LLC | 11,597 | $325,643.76 | $290,504.84 | -$35,138.92 | -10.79% |
| SR Scott Register Register Financial Advisors LLC | 44,133 | $1.36M | $1.11M | -$250,323.11 | -18.46% |
Bree Pate Olisti Co. Wealth LLC | 13,050 | $364,695 | $326,902.49 | -$37,792.51 | -10.36% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 48,025 | $1.19M | $1.2M | $9,668.58 | 0.81% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 27,200 | $971,692.46 | $681,359.97 | -$290,332.49 | -29.88% |
Amy Ardeel Icon Wealth Advisors LLC | 68,039 | $1.79M | $1.7M | -$84,759.34 | -4.74% |
John J. Edwards Breed's Hi LLCapital LLC | 10,061 | $283,480.8 | $252,028.04 | -$31,452.76 | -11.1% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 28,885 | $1.37M | $723,569.22 | -$647,431.51 | -47.22% |
| SBI Samuel Bridgers, III Redwood Wealth Management Group LLC | 17,262 | $739,168.86 | $432,413.08 | -$306,755.78 | -41.5% |
Bepin Serraj Richard W. Paul & Associates LLC | 42,149 | $1.52M | $1.05M | -$470,112.85 | -30.88% |
Jeffrey Hanson Breakwater Capital Group | 66,911 | $2.08M | $1.68M | -$407,355.39 | -19.55% |
Kyle Kelley Family Capital Management Inc. | 28,119 | $685,238.44 | $704,380.92 | $19,142.48 | 2.79% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 25,781 | $909,678.99 | $638,079.75 | -$271,599.24 | -29.86% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 17,011 | $557,459.05 | $421,022.25 | -$136,436.8 | -24.47% |
Justin Halverson Great Waters Wealth Management | 25,379 | $1.26M | $633,459.84 | -$621,814.35 | -49.54% |