| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GC Gregory Clinton KRAEMATON INVESTMENT ADVISORS Inc. | 6,915 | $445,464.3 | $357,228.9 | -$88,235.4 | -19.81% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 4,651 | $298,085.11 | $239,945.09 | -$58,140.02 | -19.5% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,496 | $374,497.44 | $293,981.04 | -$80,516.4 | -21.5% |
W. Travis McKinney HB Wealth Management LLC | 75,591 | $2.46M | $3.92M | $1.46M | 59.52% |
| MC mike Chen Byrne Asset Management LLC | 6,663 | $398,303.76 | $334,615.86 | -$63,687.9 | -15.99% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 20,490 | $661,547.37 | $1.1M | $434,462.73 | 65.67% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 121,487 | $5.21M | $6.5M | $1.28M | 24.61% |
Russell Mohberg Regatta Capital Group LLC | 6,663 | $418,661.31 | $356,403.87 | -$62,257.44 | -14.87% |
Timothy Taylor TCM Advisors LLC | 56,713 | $3.68M | $2.91M | -$764,009.84 | -20.78% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 9,600 | $522,568 | $513,504 | -$9,064 | -1.73% |
| FCI Family CFO Inc Family CFO Inc | 4,190 | $224,039.3 | $215,659.3 | -$8,380 | -3.74% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 10,066 | $223,122.72 | $505,514.52 | $282,391.8 | 126.56% |
Michelle McCarthy Vantage Financial Partners LLC | 11,604 | $492,896.28 | $620,697.96 | $127,801.68 | 25.93% |
Allison Tronnes Forum Financial Management LP | 4,780 | $255,586.6 | $240,051.6 | -$15,535 | -6.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 11,702 | $768,897.12 | $587,674.44 | -$181,222.68 | -23.57% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,881 | $699,284.43 | $546,443.82 | -$152,840.61 | -21.86% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 10,000 | $328,099.95 | $502,200 | $174,100.05 | 53.06% |
Timothy R. Guthrie Bullseye Investment Management LLC | 500 | $32,210 | $25,110 | -$7,100 | -22.04% |
Marc H. Stone Tyler-Stone Wealth Management | 31,200 | $808,495.19 | $1.57M | $758,368.81 | 93.8% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 6,439 | $285,060.95 | $344,422.11 | $59,361.16 | 20.82% |