| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Burkey Joseph Group Capital Management | 44 | $16,708.39 | $17,359.32 | $650.93 | 3.9% |
John Swift Benchmark Investment Advisors LLC | 1,214 | $652,320.1 | $475,851.58 | -$176,468.52 | -27.05% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 2,913 | $1.43M | $1.14M | -$290,979.57 | -20.31% |
W. Travis McKinney HB Wealth Management LLC | 5,219 | $2.64M | $2.05M | -$589,738.98 | -22.38% |
William Jollie Quent Capital LLC | 257 | $99,177.31 | $103,378.25 | $4,200.94 | 4.24% |
Dalila Toledo Ascent Group LLC | 2,540 | $1.5M | $995,603.8 | -$501,929.4 | -33.52% |
| EM Erin Mccann Simplicity Wealth LLC | 860 | $291,015.41 | $339,295.8 | $48,280.39 | 16.59% |
Taro Kuriyama Axq Capita LLP | 1,748 | $591,506 | $689,638.44 | $98,132.44 | 16.59% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,052 | $569,015.67 | $412,352.44 | -$156,663.23 | -27.53% |
Daniel Ronan Catalyst Financial Partners LLC | 927 | $429,022.71 | $363,356.19 | -$65,666.52 | -15.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,585 | $737,287.93 | $621,272.45 | -$116,015.48 | -15.74% |
Kevin Zemann WealthPlan Investment Management LLC | 1,241 | $703,448.44 | $486,434.77 | -$217,013.67 | -30.85% |
Michael Stulic Astoria Portfolio Advisors LLC | 711 | $378,990.31 | $278,690.67 | -$100,299.64 | -26.46% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 4,595 | $1.55M | $1.8M | $246,200.15 | 15.83% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,482 | $779,008.23 | $596,134.5 | -$182,873.73 | -23.48% |
CJ Harrison DecisionPoint Financial LLC | 1 | $573 | $394.53 | -$178.47 | -31.15% |
| JG John Ginter Callan Family Office LLC | 2,441 | $863,780.91 | $985,895.49 | $122,114.58 | 14.14% |
Mark Mowrey Signature Resources Capital Management LLC | 9 | $5,102 | $3,527.73 | -$1,574.27 | -30.86% |
Albert Moore First National Advisers LLC | 608 | $319,554.5 | $238,317.76 | -$81,236.74 | -25.42% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 859 | $486,915.56 | $336,702.23 | -$150,213.33 | -30.85% |