| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Seth Hodes Able Wealth Management LLC | 21,707 | $2.19M | $2.01M | -$180,041.32 | -8.22% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,488 | $653,469.6 | $603,059.6 | -$50,410 | -7.71% |
Darin Pilacinski True Vision MN LLC | 51,080 | $5.26M | $4.8M | -$459,287.01 | -8.73% |
Philip Smith SWP FINANCIAL LLC | 32,388 | $3.32M | $3.05M | -$272,904.01 | -8.22% |
Michael Stringer Lane & Associates LLC | 7,168 | $752,761.73 | $673,720.32 | -$79,041.41 | -10.5% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 11,178 | $1.16M | $1.03M | -$129,280.32 | -11.11% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,401 | $858,653.98 | $789,778.01 | -$68,875.97 | -8.02% |
James J. Karabas Embree Financial Group | 14,188 | $1.44M | $1.31M | -$127,294.74 | -8.84% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 15,232 | $1.54M | $1.42M | -$128,557.88 | -8.32% |
Brian Krause Cascade Financial Partners, LLC | 154,327 | $15.53M | $14.28M | -$1.25M | -8.04% |
Janice M. Powell Diversify Advisory Services, LLC | 69,608 | $6.81M | $6.55M | -$257,873.4 | -3.79% |
Taylor Faw Strathmore Capital Advisors, Inc. | 3,210 | $322,396.37 | $298,369.5 | -$24,026.87 | -7.45% |
DAVID REICHERT Atlatl Advisers LLC | 15,637 | $1.6M | $1.45M | -$150,875.56 | -9.4% |
Kelly Financial Services LLC Kelly Financial Services LLC | 131,731 | $13.49M | $12.24M | -$1.25M | -9.25% |
Jade Eagles WEALTHGARDEN F.S. LLC | 2,412 | $251,468.85 | $223,254.72 | -$28,214.13 | -11.22% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 2,841 | $288,646.01 | $262,962.96 | -$25,683.05 | -8.9% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 13,920 | $1.39M | $1.31M | -$82,123.3 | -5.9% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 3,920 | $396,420.43 | $362,835.2 | -$33,585.23 | -8.47% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 69,608 | $7.1M | $6.55M | -$548,725.9 | -7.73% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 9,329 | $959,350.67 | $863,492.24 | -$95,858.43 | -9.99% |