| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Scharosch 1248 Management, LLC | 2,161 | $738,943.57 | $691,239.07 | -$47,704.5 | -6.46% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,122 | $783,698.95 | $678,764.14 | -$104,934.81 | -13.39% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,016 | $362,004.8 | $324,987.92 | -$37,016.88 | -10.23% |
Christopher Griffith Stablepoint Partners, LLC | 1,399 | $422,238.96 | $447,498.13 | $25,259.17 | 5.98% |
Adam Hill Bey-Douglas LLC | 14,338 | $4.83M | $4.59M | -$242,356.19 | -5.02% |
Alan Gilmore Private Wealth Management Group, LLC | 147 | $44,371.1 | $47,020.89 | $2,649.79 | 5.97% |
David P. Cushing nVerses Capital, LLC | 2,290 | $752,471 | $732,502.3 | -$19,968.7 | -2.65% |
David Novak Novak & Powell Financial Services, Inc. | 1,000 | $372,250 | $319,870 | -$52,380 | -14.07% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 166 | $61,417.57 | $53,098.42 | -$8,319.15 | -13.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 52,337 | $16.01M | $16.74M | $729,328.63 | 4.55% |
Angela Mari Abich Financial Wealth Management LLC | 40 | $14,883 | $12,794.8 | -$2,088.2 | -14.03% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,334 | $468,457.9 | $426,706.58 | -$41,751.32 | -8.91% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 622 | $232,338.06 | $198,959.14 | -$33,378.92 | -14.37% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 825 | $298,040 | $263,892.75 | -$34,147.25 | -11.46% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,565 | $533,468.15 | $500,596.55 | -$32,871.6 | -6.16% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 70 | $23,873.54 | $22,390.9 | -$1,482.64 | -6.21% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 8,885 | $2.92M | $2.84M | -$75,562.11 | -2.59% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,454 | $437,547.82 | $465,090.98 | $27,543.16 | 6.29% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 290 | $102,706.42 | $92,762.3 | -$9,944.12 | -9.68% |
Corey Saft Sivia Capital Partners, LLC | 2,017 | $700,848.16 | $645,177.79 | -$55,670.37 | -7.94% |