| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David R. Hess Wealth Management Associates Inc. | 146,168 | $14.46M | $12.37M | -$2.1M | -14.5% |
| AS Aryn Sands GK Wealth Management LLC | 2,877 | $248,665 | $243,221.58 | -$5,443.42 | -2.19% |
Birchbrook Inc. Birchbrook Inc. | 86,826 | $8.39M | $7.35M | -$1.04M | -12.42% |
Luis A. Galdamez Valtrion Capital Management LLC | 17,368 | $1.51M | $1.47M | -$46,327.89 | -3.06% |
Jon Lewis Midwest Trust Co | 8,659 | $761,363.32 | $732,594.69 | -$28,768.63 | -3.78% |
Feng Qian Q Fund Management (Hong Kong) Ltd. | 1,000 | $88,250 | $84,605 | -$3,645 | -4.13% |
Lauren Sterling NerdWallet Wealth Partners LLC | 17,924 | $1.55M | $1.52M | -$36,185.34 | -2.33% |
Adam Scott Argyle Capital Partners LLC | 21,668 | $1.91M | $1.83M | -$77,399.55 | -4.05% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 16 | $1,386 | $1,345.28 | -$40.72 | -2.94% |
| CTC Caldwell Trust Co Caldwell Trust Co | 6,684 | $583,717.06 | $565,098.78 | -$18,618.28 | -3.19% |
Exit Wealth Advisors LLC Exit Wealth Advisors LLC | 9,607 | $832,867 | $812,800.23 | -$20,066.77 | -2.41% |
IFS Group LLC IFS Group LLC | 2,493 | $221,955.1 | $210,845.47 | -$11,109.63 | -5.01% |
Jon Borer Capitolis Liquid Global Markets LLC | 53,890 | $4.76M | $4.56M | -$199,662.53 | -4.2% |
Wallace Jones WJ Financial Advisors LLC | 34,367 | $3.07M | $2.91M | -$165,820.92 | -5.4% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 270 | $23,852.53 | $22,827.15 | -$1,025.38 | -4.3% |
Thomas J. Hayes Great Hill Capital LLC | 7,748 | $682,058.38 | $655,287.1 | -$26,771.28 | -3.93% |