| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Thornhill Confluence Wealth Services Inc. | 7,887 | $1.06M | $766,971.31 | -$297,190.59 | -27.93% |
Bill McVay Red Tortoise LLC | 176 | $24,875.79 | $17,107.2 | -$7,768.59 | -31.23% |
Samantha Pierangeli City State Bank | 3,494 | $604,494.74 | $339,424.63 | -$265,070.11 | -43.85% |
Christopher Pelch Vance Wealth LLC | 3,377 | $646,782.34 | $335,943.96 | -$310,838.38 | -48.06% |
| JCC Jason Cyril Crawshaw William Allan Corp | 30,197 | $5.6M | $2.97M | -$2.63M | -47% |
| TA Thomas Anderton 626 Financial LLC | 11,117 | $1.08M | $1.09M | $12,235.85 | 1.14% |
Michael Hackman HFG Advisors Inc. | 2,524 | $250,004.83 | $246,973.4 | -$3,031.43 | -1.21% |
| MWM Marion Wealth Management Marion Wealth Management | 14,946 | $3.19M | $1.49M | -$1.71M | -53.5% |
W. Travis McKinney HB Wealth Management LLC | 46,121 | $7.09M | $4.51M | -$2.58M | -36.39% |
| MC mike Chen Byrne Asset Management LLC | 200 | $21,847.07 | $19,461 | -$2,386.07 | -10.92% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 10,733 | $1.03M | $1.06M | $34,269.85 | 3.33% |
Taylor Fairman Eagle Rock Investment Company LLC | 3,633 | $475,728.49 | $361,047.54 | -$114,680.95 | -24.11% |
Timothy Taylor TCM Advisors LLC | 8,018 | $881,650.82 | $779,269.42 | -$102,381.4 | -11.61% |
Courtney Lawson Autumn Glory Partners LLC | 10,045 | $1.05M | $987,021.7 | -$59,291.88 | -5.67% |
Matt Monson Sovereign's Capital Management LLC | 35,834 | $2.99M | $3.49M | $495,405.51 | 16.55% |
Jeremy Baltz Raleigh Capital Management Inc. | 991 | $143,065.94 | $96,345.02 | -$46,720.92 | -32.66% |
Allison Tronnes Forum Financial Management LP | 7,838 | $945,820.84 | $764,048.24 | -$181,772.6 | -19.22% |
| DC Debora Caley Richwood Investment Advisors LLC | 6,166 | $675,026.96 | $601,554.96 | -$73,472 | -10.88% |
Paul Elam Oak Harbor Wealth Partners LLC | 19,901 | $3.96M | $1.96M | -$2.01M | -50.66% |
| LWL Leo Wealth LLC Leo Wealth LLC | 6,356 | $630,459 | $616,532 | -$13,927 | -2.21% |