| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 4,166 | $640,136.9 | $584,239.84 | -$55,897.06 | -8.73% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 21,570 | $3.35M | $3.03M | -$325,594.6 | -9.71% |
Carmen McClennon WR Wealth Planners, LLC | 13,200 | $1.99M | $1.85M | -$142,922.59 | -7.16% |
Craig Small Symphony Financial Services, Inc. | 3,358 | $548,592.54 | $471,093.82 | -$77,498.72 | -14.13% |
Matthew Richmond Richmond Investment Services, LLC | 1,923 | $306,351.78 | $269,873.82 | -$36,477.96 | -11.91% |
Nathan Edwards IMG Wealth Management, Inc. | 646 | $103,704.28 | $90,659.64 | -$13,044.64 | -12.58% |
David A Rozenson Fairscale Capital, LLC | 1,384 | $229,897.33 | $194,161.36 | -$35,735.97 | -15.54% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 5,900 | $968,461.21 | $827,829 | -$140,629.26 | -14.52% |
Rana Choubah Meridian Financial Advisors, LLC | 1,755 | $286,970.86 | $246,296.7 | -$40,674.16 | -14.17% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 1,995 | $320,588.98 | $279,878.55 | -$40,710.43 | -12.7% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 1,692 | $278,451.15 | $237,286.08 | -$41,165.07 | -14.78% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,821 | $302,095.95 | $255,559.14 | -$46,536.81 | -15.4% |
Chad Warrick Summit Wealth Partners, LLC | 51,212 | $8.57M | $7.18M | -$1.39M | -16.21% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 34,204 | $5.62M | $4.8M | -$819,562.94 | -14.58% |
Samantha Cox Capital Investment Counsel, LLC | 2,994 | $489,414.78 | $420,447.42 | -$68,967.36 | -14.09% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 6,051 | $1.01M | $849,197.34 | -$155,846.79 | -15.51% |
| FGS Frederic G Sauer Orion Investment Co | 59,626 | $9.83M | $8.37M | -$1.46M | -14.9% |
Heather Fowler A4 Wealth Advisors LLC | 1,843 | $283,159.65 | $258,591.33 | -$24,567.4 | -8.68% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 4,386 | $759,659.9 | $615,311.94 | -$144,347.96 | -19% |
Greg Reidy Granite FO LLC | 1,166 | $173,401.29 | $163,601.46 | -$9,799.25 | -5.65% |