| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Pinney & Scofield Inc. Pinney & Scofield Inc. | 6,996 | $524,959.76 | $489,999.84 | -$34,959.92 | -6.66% |
| DWM Dogwood Wealth Management LLC Dogwood Wealth Management LLC | 23 | $1,731 | $1,605.28 | -$125.72 | -7.26% |
Ruth Thortvedt Lighthouse Financial LLC | 96,703 | $7.23M | $6.76M | -$467,074.48 | -6.46% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 6,659 | $513,118.67 | $464,265.48 | -$48,853.19 | -9.52% |
Kevin Painter LeConte Wealth Management LLC | 119,483 | $9.17M | $8.36M | -$812,106.15 | -8.86% |
Kazuya Kagamihara Rakuten Investment Management Inc. | 85,166 | $6.63M | $5.94M | -$688,992.06 | -10.4% |
SSA Swiss Advisors AG SSA Swiss Advisors AG | 818 | $61,121 | $57,182.29 | -$3,938.71 | -6.44% |
Cole Dimond Caliber Wealth Management LLC / KS | 5,016 | $380,971.28 | $349,539.96 | -$31,431.32 | -8.25% |
David R. Hess Wealth Management Associates Inc. | 3,650 | $296,489.3 | $254,770 | -$41,719.3 | -14.07% |
Nicole Reese WPG Advisers LLC | 224 | $16,884.7 | $15,673.28 | -$1,211.42 | -7.17% |
| AS Aryn Sands GK Wealth Management LLC | 5,437 | $409,096.3 | $374,500.56 | -$34,595.74 | -8.46% |
Jon Lewis Midwest Trust Co | 3,480 | $263,879 | $242,834.4 | -$21,044.6 | -7.98% |
Sara Amparan Prospera Capital Management LLC | 4,423 | $330,719 | $309,322.5 | -$21,396.5 | -6.47% |
Wallace Jones WJ Financial Advisors LLC | 21,509 | $1.67M | $1.51M | -$164,041.72 | -9.82% |
David K. Gilmore Equity Wealth Partners LLC | 11,207 | $870,219.9 | $783,425.33 | -$86,794.57 | -9.97% |