| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CSL Crescent Sterling Ltd. Crescent Sterling Ltd. | 19,886 | $3M | $2.94M | -$60,395.39 | -2.01% |
Lucas Mosher SP Asset Management LLC | 40,169 | $6.1M | $5.93M | -$167,551.91 | -2.75% |
| BP Brett Pohl Kingdom Financial Group LLC | 626 | $95,367.63 | $92,497.76 | -$2,869.87 | -3.01% |
| SS Stephen Smith Kestra Investment Management LLC | 9,212 | $1.42M | $1.36M | -$61,917.22 | -4.35% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 3,681 | $560,933.7 | $543,904.56 | -$17,029.14 | -3.04% |
Amy Hart Phillips Wealth Planners LLC | 6,267 | $965,087.78 | $925,698.57 | -$39,389.21 | -4.08% |
| SR Scott Register Register Financial Advisors LLC | 8,223 | $1.25M | $1.22M | -$31,191.44 | -2.5% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,830 | $277,388.1 | $270,309.3 | -$7,078.8 | -2.55% |
Bree Pate Olisti Co. Wealth LLC | 5,335 | $792,898.89 | $788,299.6 | -$4,599.29 | -0.58% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 26,016 | $4.17M | $3.84M | -$321,098.92 | -7.71% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 15,840 | $2.44M | $2.34M | -$101,512.61 | -4.16% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 4,817 | $723,507.09 | $711,759.92 | -$11,747.17 | -1.62% |
Kevin Gray Lodestar Private Asset Management LLC | 4,144 | $624,158.47 | $612,317.44 | -$11,841.03 | -1.9% |
Amy Ardeel Icon Wealth Advisors LLC | 25,744 | $4.39M | $3.81M | -$585,689.6 | -13.33% |
John J. Edwards Breed's Hi LLCapital LLC | 3,108 | $480,416.03 | $459,082.68 | -$21,333.35 | -4.44% |
| TT Thaddeus Toal RCS Financial Planning LLC | 1,851 | $278,249.86 | $273,503.76 | -$4,746.1 | -1.71% |
Joshua A. Kennon Kennon-Green & Company LLC | 8,536 | $1.29M | $1.26M | -$32,657.73 | -2.52% |
Colleen Wysong Koesten, Hirschmann & Crabtree Inc. | 2,923 | $437,701.99 | $435,936.22 | -$1,765.77 | -0.4% |
| DW Donald Windle Windle Wealth LLC | 55,610 | $8.49M | $8.22M | -$269,556.01 | -3.18% |
Matthew C. Jessup Jessup Wealth Management Inc. | 30,395 | $5.23M | $4.49M | -$736,014.1 | -14.08% |