| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Griffith Stablepoint Partners, LLC | 201,036 | $5.53M | $5.04M | -$498,490.48 | -9.01% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 7,634 | $214,363 | $191,231.69 | -$23,131.31 | -10.79% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 100 | $2,775.02 | $2,488 | -$287.02 | -10.34% |
Jonathan Chatfield LM Advisors LLC | 801 | $19,770.97 | $19,928.88 | $157.91 | 0.8% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 16,088 | $403,500.23 | $403,004.38 | -$495.85 | -0.12% |
Alan Gilmore Private Wealth Management Group, LLC | 1,804 | $49,405.01 | $44,649 | -$4,756.01 | -9.63% |
David Novak Novak & Powell Financial Services, Inc. | 12,581 | $361,357.35 | $312,700.75 | -$48,656.6 | -13.46% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 517 | $13,186.13 | $12,950.85 | -$235.28 | -1.78% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 8,316 | $236,752.41 | $208,315.79 | -$28,436.62 | -12.01% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 635,026 | $16.92M | $15.72M | -$1.2M | -7.1% |
Angela Mari Abich Financial Wealth Management LLC | 17,056 | $436,506.12 | $427,252.78 | -$9,253.34 | -2.12% |
Anne Wright Lummis Asset Management, LP | 11,314 | $276,174 | $283,415.69 | $7,241.69 | 2.62% |
Dennis R. Plyler FCG Investment Co | 15,702 | $378,104 | $388,624.5 | $10,520.5 | 2.78% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 10,448 | $266,209.86 | $259,685.04 | -$6,524.82 | -2.45% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 32,740 | $910,945.2 | $820,136.97 | -$90,808.23 | -9.97% |
| FTM F. Thomas Mosley Mosley Wealth Management | 910 | $25,552.8 | $22,795.5 | -$2,757.3 | -10.79% |
Ryan M Palmer Optimist Retirement Group LLC | 93,218 | $2.52M | $2.32M | -$198,579.34 | -7.89% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 51,336 | $1.31M | $1.28M | -$33,558.92 | -2.56% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 5,130 | $146,340.41 | $128,506.49 | -$17,833.92 | -12.19% |
Seth Hodes Able Wealth Management LLC | 21,529 | $613,700.41 | $535,103.29 | -$78,597.12 | -12.81% |