| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ameriflex Group Inc. Ameriflex Group Inc. | 91 | $7,985.59 | $7,465.64 | -$519.95 | -6.51% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 15,653 | $1.39M | $1.29M | -$99,873.44 | -7.2% |
| CWM Copia Wealth Management Copia Wealth Management | 1,290 | $116,031.36 | $104,941.5 | -$11,089.86 | -9.56% |
| KGL Kilter Group LLC Kilter Group LLC | 1 | $88.24 | $82.19 | -$6.05 | -6.86% |
| CCM Cloud Capital Management LLC Cloud Capital Management LLC | 2,815 | $256,115.82 | $231,139.65 | -$24,976.17 | -9.75% |
Bingham Private Wealth LLC Bingham Private Wealth LLC | 6,143 | $537,609.76 | $504,893.17 | -$32,716.59 | -6.09% |
| BFF Byrne Financial Freedom LLC Byrne Financial Freedom LLC | 4,309 | $374,701.05 | $354,415.25 | -$20,285.8 | -5.41% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 1,825 | $159,067 | $150,106.25 | -$8,960.75 | -5.63% |
Kenneth R. Wink Summit Financial Consulting LLC | 12,602 | $1.14M | $1.04M | -$101,024.83 | -8.83% |
John R. Hanahan Yukon Wealth Management Inc. | 22,455 | $2.04M | $1.83M | -$217,190.34 | -10.63% |
| RM Rich Mowrer Brookwood Investment Group LLC | 8,013 | $727,366.17 | $659,069.25 | -$68,296.92 | -9.39% |
David R. Hess Wealth Management Associates Inc. | 147,990 | $14.62M | $12.17M | -$2.45M | -16.75% |
| AS Aryn Sands GK Wealth Management LLC | 2,877 | $248,665 | $236,633.25 | -$12,031.75 | -4.84% |
Birchbrook Inc. Birchbrook Inc. | 86,826 | $8.39M | $7.14M | -$1.25M | -14.86% |
Luis A. Galdamez Valtrion Capital Management LLC | 18,897 | $1.65M | $1.55M | -$96,447.18 | -5.86% |
Jon Lewis Midwest Trust Co | 9,012 | $791,869.58 | $747,996 | -$43,873.58 | -5.54% |
Feng Qian Q Fund Management (Hong Kong) Ltd. | 1,000 | $88,250 | $82,250 | -$6,000 | -6.8% |
Lauren Sterling NerdWallet Wealth Partners LLC | 17,924 | $1.55M | $1.47M | -$78,396.36 | -5.05% |
Adam Scott Argyle Capital Partners LLC | 22,458 | $1.98M | $1.86M | -$120,493.51 | -6.09% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,684 | $583,717.06 | $549,759 | -$33,958.06 | -5.82% |