| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PBS P. Brian Saxton Saiph Capital LLC | 8,427 | $339,610.04 | $326,630.52 | -$12,979.52 | -3.82% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 5,350 | $214,676.67 | $207,366 | -$7,310.67 | -3.41% |
| DC David Cantor LongView Asset Management LLC | 5,361 | $216,088.32 | $207,792.36 | -$8,295.96 | -3.84% |
Crux Wealth Advisors Crux Wealth Advisors | 13,075 | $515,070.37 | $506,787 | -$8,283.37 | -1.61% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 139,407 | $5.52M | $5.4M | -$119,353.24 | -2.16% |
| TW Travis Weitz Unified Investment Management | 15,324 | $615,185.45 | $593,958.24 | -$21,227.21 | -3.45% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 6,076 | $239,334 | $235,505.76 | -$3,828.24 | -1.6% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 87,049 | $3.44M | $3.37M | -$66,768.07 | -1.94% |
| HM Howard Morin Helium Advisors LLC | 8,467 | $340,217.78 | $327,884.57 | -$12,333.21 | -3.63% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 978 | $39,459.76 | $37,907.28 | -$1,552.48 | -3.93% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 43,404 | $1.72M | $1.68M | -$38,117.27 | -2.21% |
Ameriflex Group Inc. Ameriflex Group Inc. | 5,466 | $221,115.35 | $212,299.44 | -$8,815.91 | -3.99% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,192 | $523,196.5 | $511,321.92 | -$11,874.58 | -2.27% |
Eric C. Jansen Finivi Inc. | 261,512 | $10.51M | $10.14M | -$372,107.54 | -3.54% |