| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,496 | $494,187.05 | $438,118.56 | -$56,068.49 | -11.35% |
Christopher Griffith Stablepoint Partners, LLC | 1,399 | $422,238.96 | $395,287.44 | -$26,951.52 | -6.38% |
Adam Hill Bey-Douglas LLC | 14,338 | $4.83M | $4.17M | -$658,373.26 | -13.63% |
Alan Gilmore Private Wealth Management Group, LLC | 135 | $40,777.5 | $39,586.05 | -$1,191.45 | -2.92% |
David Novak Novak & Powell Financial Services, Inc. | 1,000 | $372,250 | $282,549.99 | -$89,700.01 | -24.1% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 166 | $61,417.57 | $46,903.3 | -$14,514.27 | -23.63% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 51,535 | $15.77M | $15.11M | -$659,710.98 | -4.18% |
Angela Mari Abich Financial Wealth Management LLC | 40 | $14,883 | $11,264.8 | -$3,618.2 | -24.31% |
Anne Wright Lummis Asset Management, LP | 5 | $1,574 | $1,412.75 | -$161.25 | -10.24% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 842 | $299,247.71 | $237,132.46 | -$62,115.25 | -20.76% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 622 | $232,338.06 | $182,158.92 | -$50,179.14 | -21.6% |
| JDM Jeffrey D Matchett-Robles Gordian Advisors LLC | 825 | $298,040 | $240,124.5 | -$57,915.5 | -19.43% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 1,185 | $399,909.46 | $345,012.75 | -$54,896.71 | -13.73% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 70 | $23,873.54 | $19,713.4 | -$4,160.14 | -17.43% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 1,666 | $602,149.08 | $470,728.28 | -$131,420.8 | -21.83% |
Kevin Kuhn Kuhn & Co Investment Counsel | 1,461 | $439,751.7 | $411,446.82 | -$28,304.88 | -6.44% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 255 | $90,803.15 | $74,113.2 | -$16,689.95 | -18.38% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,033 | $325,365.48 | $302,906.6 | -$22,458.88 | -6.9% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 2,447 | $733,497.71 | $715,771.97 | -$17,725.74 | -2.42% |
Angela Pompian Sunpointe, LLC | 900 | $323,899.55 | $254,294.99 | -$69,604.56 | -21.49% |