| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Westmount Partners LLC Westmount Partners LLC | 12,529 | $500,437.14 | $472,531.23 | -$27,905.91 | -5.58% |
| EJK Edward J. King Graney & King LLC | 26 | $1,033 | $980.2 | -$52.8 | -5.11% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 180,465 | $7.13M | $6.81M | -$322,075.35 | -4.52% |
| JS Jeffrey Socha Entrewealth LLC | 119,055 | $4.82M | $4.49M | -$323,564.46 | -6.72% |
| PBS P. Brian Saxton Saiph Capital LLC | 8,427 | $339,610.04 | $317,512.51 | -$22,097.53 | -6.51% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 5,350 | $214,676.67 | $201,802 | -$12,874.67 | -6% |
| DC David Cantor LongView Asset Management LLC | 5,361 | $216,088.32 | $202,190.11 | -$13,898.21 | -6.43% |
Crux Wealth Advisors Crux Wealth Advisors | 13,075 | $515,070.37 | $493,777.37 | -$21,293 | -4.13% |
Freedom Financial Partners LLC Freedom Financial Partners LLC | 139,407 | $5.52M | $5.26M | -$263,639.49 | -4.77% |
| TW Travis Weitz Unified Investment Management | 14,349 | $576,780.21 | $541,746.49 | -$35,033.72 | -6.07% |
| DM Daniel Miladinovich DKM Wealth Management Inc. | 6,076 | $239,334 | $229,156.34 | -$10,177.66 | -4.25% |
Redwood Park Advisors LLC Redwood Park Advisors LLC | 87,049 | $3.44M | $3.28M | -$157,742.97 | -4.59% |
| HM Howard Morin Helium Advisors LLC | 8,467 | $340,217.78 | $319,163.56 | -$21,054.22 | -6.19% |
| FDW Fourth Dimension Wealth LLC Fourth Dimension Wealth LLC | 978 | $39,459.76 | $36,895.05 | -$2,564.71 | -6.5% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 43,404 | $1.72M | $1.64M | -$85,210.61 | -4.95% |
Ameriflex Group Inc. Ameriflex Group Inc. | 5,466 | $221,115.35 | $206,177.52 | -$14,937.83 | -6.76% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 13,192 | $523,196.5 | $498,525.68 | -$24,670.82 | -4.72% |