| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeremy Baltz Raleigh Capital Management Inc. | 117,473 | $3.1M | $2.95M | -$148,925.87 | -4.81% |
Paul Elam Oak Harbor Wealth Partners LLC | 236 | $6,246.92 | $5,918.88 | -$328.04 | -5.25% |
Dalila Toledo Ascent Group LLC | 762,045 | $20.39M | $19.11M | -$1.28M | -6.26% |
| EM Erin Mccann Simplicity Wealth LLC | 196,159 | $5.18M | $4.92M | -$261,527.78 | -5.05% |
Patrick O'Connell Security Financial Services Inc. | 442,106 | $11.83M | $11.09M | -$744,009.79 | -6.29% |
Penny Paul Andina Capital Management LLC | 7,994 | $212,439.39 | $200,489.52 | -$11,949.87 | -5.63% |
Candice Gilman Sofi Wealth LLC | 1.22M | $32.98M | $30.82M | -$2.16M | -6.56% |
Michael Topley Lansing Street Advisors | 18,376 | $500,929.76 | $460,870.08 | -$40,059.68 | -8% |
Mark Fiskio Empirical Asset Management LLC | 9,472 | $248,450.56 | $239,073.28 | -$9,377.28 | -3.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 81,340 | $2.34M | $2.04M | -$298,972.2 | -12.78% |
Jeffrey Gilbert Balboa Wealth Partners | 13,712 | $362,354.72 | $346,090.88 | -$16,263.84 | -4.49% |
Joseph Wallace Wallace Advisory Group LLC | 11,158 | $308,954.46 | $279,842.64 | -$29,111.82 | -9.42% |
Adam Schwallier Schwallier Wealth Management LLC | 233,446 | $6.14M | $5.85M | -$284,890.02 | -4.64% |
Rodrigo Diaz Plan Group Financial LLC | 110,947 | $2.98M | $2.78M | -$197,957.06 | -6.64% |
Mark Mowrey Signature Resources Capital Management LLC | 39 | $1,032 | $978.12 | -$53.88 | -5.22% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 19,439 | $510,646.96 | $487,335.73 | -$23,311.23 | -4.57% |
Rachel Faulk Cape Investment Advisory Inc. | 442 | $11,594 | $11,085.36 | -$508.64 | -4.39% |
| FIL FWG Investments LLC FWG Investments LLC | 12,509 | $337,258.04 | $313,725.72 | -$23,532.32 | -6.98% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 589 | $15,590.83 | $14,778.01 | -$812.82 | -5.21% |
Peter Joers Avos Capital Management LLC | 240,565 | $6.37M | $6.03M | -$336,610.55 | -5.29% |