| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Eric Malden Shearwater Capital LLC | 21,290 | $572,325.38 | $540,766 | -$31,559.38 | -5.51% |
John Flavin Aspire Capital Advisors LLC | 7,797 | $206,620.5 | $198,394.66 | -$8,225.84 | -3.98% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 10,474 | $277,561 | $266,652.33 | -$10,908.67 | -3.93% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 92,062 | $2.4M | $2.34M | -$61,911.92 | -2.58% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 83 | $2,143.89 | $2,111.52 | -$32.37 | -1.51% |
Amir Ali Monsefi Aire Advisors LLC | 12,960 | $343,440 | $329,637.6 | -$13,802.4 | -4.02% |
Kimberly Foster Laraway Financial Advisors Inc. | 22,245 | $699,497.25 | $566,246.47 | -$133,250.78 | -19.05% |
David Lutz LifeGuide Financial Advisors LLC | 2.07M | $57M | $52.61M | -$4.39M | -7.7% |
Ryan Gough Perfromance Wealth Partners LLC | 131,947 | $3.39M | $3.36M | -$28,180.03 | -0.83% |
Ana-Maria Ignat Covestor Ltd | 20,812 | $547,505.86 | $528,416.68 | -$19,089.18 | -3.49% |
John Gorlow Cardiff Park Advisors LLC | 216 | $5,637.6 | $5,487.48 | -$150.12 | -2.66% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 391,369 | $10.45M | $9.94M | -$510,153.35 | -4.88% |
Eric Lai Archvest Wealth Advisors Inc. | 73,790 | $1.96M | $1.87M | -$88,150.58 | -4.49% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 8,015 | $252,071.75 | $203,420.7 | -$48,651.05 | -19.3% |
Andrew Burkey Joseph Group Capital Management | 1.05M | $28.56M | $26.56M | -$2.01M | -7.02% |
Bill McVay Red Tortoise LLC | 122,832 | $3.18M | $3.12M | -$61,828.99 | -1.94% |
Randy D. Kurtz Upper Left Wealth Management LLC | 362,207 | $9.73M | $9.22M | -$515,762.73 | -5.3% |
W. Travis McKinney HB Wealth Management LLC | 15,375 | $407,437.5 | $390,371.25 | -$17,066.25 | -4.19% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,940 | $129,790.47 | $125,599.5 | -$4,190.97 | -3.23% |
Dalila Toledo Ascent Group LLC | 12,056 | $319,484 | $306,885.48 | -$12,598.52 | -3.94% |