| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 15,639 | $1.59M | $1.54M | -$47,151.38 | -2.97% |
Brian Krause Cascade Financial Partners, LLC | 126,045 | $12.7M | $12.4M | -$295,575.13 | -2.33% |
Taylor Faw Strathmore Capital Advisors, Inc. | 3,543 | $355,792.96 | $348,542.62 | -$7,250.34 | -2.04% |
DAVID REICHERT Atlatl Advisers LLC | 15,554 | $1.6M | $1.53M | -$66,503.07 | -4.17% |
Kelly Financial Services LLC Kelly Financial Services LLC | 131,731 | $13.49M | $13.01M | -$484,917.16 | -3.59% |
David Millar Gen-Wealth Partners Inc | 366 | $37,211.53 | $35,997.93 | -$1,213.6 | -3.26% |
Jade Eagles WEALTHGARDEN F.S. LLC | 7,858 | $824,498.45 | $772,716.43 | -$51,782.02 | -6.28% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 22,707 | $2.32M | $2.23M | -$86,130.84 | -3.71% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 14,689 | $1.48M | $1.44M | -$31,963.47 | -2.16% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 5,564 | $563,572.6 | $547,247.22 | -$16,325.38 | -2.9% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 84,250 | $8.59M | $8.29M | -$304,310.46 | -3.54% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 9,329 | $959,350.67 | $917,600.44 | -$41,750.23 | -4.35% |
Andrew Bowers BridgePort Financial Solutions, LLC | 4,005 | $410,466.67 | $393,931.8 | -$16,534.87 | -4.03% |
Carmen McClennon WR Wealth Planners, LLC | 417 | $44,816.82 | $41,030.71 | -$3,786.11 | -8.45% |
Matthew Richmond Richmond Investment Services, LLC | 28,006 | $2.84M | $2.75M | -$85,303.39 | -3% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 4,433 | $456,086.23 | $436,185.03 | -$19,901.2 | -4.36% |
J. Derieck Hodges Anchor Pointe Wealth Management, LLC | 7,001 | $699,047 | $688,863.39 | -$10,183.61 | -1.46% |
Heather Fowler A4 Wealth Advisors LLC | 73,915 | $7.55M | $7.27M | -$272,633.29 | -3.61% |
Hamilton Capital Partners LLC Hamilton Capital Partners LLC | 340,651 | $34.89M | $33.52M | -$1.37M | -3.92% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 49,368 | $5M | $4.86M | -$146,938.82 | -2.94% |