| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 474,394 | $71.23M | $70.06M | -$1.17M | -1.64% |
Jessica Thayer Unique Wealth LLC | 2,449 | $370,430.11 | $360,823.41 | -$9,606.7 | -2.59% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 1,270 | $206,232.83 | $187,115.45 | -$19,117.38 | -9.27% |
Brian Matter Creative Capital Management Investments LLC | 910 | $137,181.57 | $134,384.25 | -$2,797.32 | -2.04% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 17,162 | $2.6M | $2.53M | -$68,285.19 | -2.62% |
| EB Erik Brenner Hilltop Partners LLC | 28,239 | $4.3M | $4.16M | -$140,601.77 | -3.27% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 3,253 | $523,186.31 | $479,280.75 | -$43,905.56 | -8.39% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 44,829 | $7.12M | $6.6M | -$511,561.7 | -7.19% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 28,923 | $3.45M | $4.27M | $821,754.75 | 23.82% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 8,329 | $1.31M | $1.24M | -$64,851.51 | -4.96% |
| HS Holly Skipper Verum Partners LLC | 7,147 | $1.08M | $1.06M | -$29,183.4 | -2.69% |
Belena Vincetti Fortis Capital Advisors LLC | 25,302 | $3.65M | $3.74M | $82,613.42 | 2.26% |
| PDH Patrick D. Hayes Canopy Partners LLC | 6,441 | $963,012.97 | $951,400.11 | -$11,612.86 | -1.21% |
Adam Laibson Mainsail Financial Group LLC | 7,025 | $1.05M | $1.04M | -$8,038.7 | -0.77% |
Marc White Clarendon Private LLC | 2,725 | $432,139.12 | $402,509.75 | -$29,629.37 | -6.86% |
| SS Sheryl Stephens Stephens Consulting LLC | 2,805 | $443,275.96 | $414,466.8 | -$28,809.16 | -6.5% |
Cornell P. Abod Beacon Investment Advisors LLC | 2,532 | $416,474.04 | $374,001.72 | -$42,472.32 | -10.2% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 2,815 | $463,064.34 | $415,803.65 | -$47,260.69 | -10.21% |
| JS Jeffrey Starkey Kooman & Associates | 2,289 | $346,910.32 | $338,108.19 | -$8,802.13 | -2.54% |
| BG Becki Goebel TCP Asset Management LLC | 2,105 | $309,351.57 | $310,929.55 | $1,577.98 | 0.51% |