| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fonville Fonville Wealth Management LLC | 62,265 | $1.77M | $1.75M | -$19,298.8 | -1.09% |
Joshua Stipcich Tidemark, LLC | 688,159 | $19.63M | $19.35M | -$276,386.46 | -1.41% |
Andrea Butler Sequent Planning LLC | 18,282 | $523,266.81 | $514,089.84 | -$9,176.97 | -1.75% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 17 | $490 | $477.36 | -$12.64 | -2.58% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,093 | $31,275.82 | $30,702.37 | -$573.45 | -1.83% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 121,365 | $3.48M | $3.41M | -$70,028.66 | -2.01% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 35,865 | $1.03M | $1.01M | -$20,989.93 | -2.04% |
Nicholas Holmes Objectivity Squared, LLC | 53,454 | $1.52M | $1.5M | -$16,451.48 | -1.08% |
Michael Herman Apollon Financial, LLC | 186,351 | $5.35M | $5.23M | -$112,579.81 | -2.11% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1.96M | $55.56M | $55.03M | -$538,728.21 | -0.97% |
| MB Matthieu Balmer Climber Capital SA | 158,812 | $4.53M | $4.46M | -$73,325.29 | -1.62% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 7,910 | $226,232.1 | $222,112.8 | -$4,119.3 | -1.82% |
Angela Mari Abich Financial Wealth Management LLC | 39,981 | $1.15M | $1.12M | -$30,857.29 | -2.68% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 5.85M | $167.56M | $163.93M | -$3.62M | -2.16% |
D. Garet Strange Hobbs Group Advisors, LLC | 313,210 | $8.91M | $8.8M | -$115,138.17 | -1.29% |
Kyle Jones Pineridge Advisors LLC | 3,049 | $87,075.5 | $85,615.92 | -$1,459.58 | -1.68% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 34,153 | $970,256.66 | $959,016.24 | -$11,240.42 | -1.16% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 37,888 | $1.09M | $1.06M | -$25,583.06 | -2.35% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 45,516 | $1.31M | $1.28M | -$28,680.01 | -2.19% |
Janice M. Powell Diversify Advisory Services, LLC | 15,187 | $426,910 | $427,058.44 | $148.44 | 0.03% |