| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 56,168 | $4.38M | $4.19M | -$194,856.19 | -4.45% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 316,931 | $24.42M | $23.62M | -$797,266.24 | -3.26% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 35,188 | $2.73M | $2.62M | -$106,255.06 | -3.89% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 9,423 | $710,089.37 | $699,187.54 | -$10,901.83 | -1.54% |
| SC Shawn Clark Accredited Wealth Management LLC | 8,501 | $666,190.13 | $633,111.97 | -$33,078.16 | -4.97% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 21,411 | $1.66M | $1.6M | -$65,642.12 | -3.95% |
Balance Wealth LLC Balance Wealth LLC | 206,733 | $16.12M | $15.43M | -$690,191.86 | -4.28% |
| LC Leslie Childs MB Levis & Associates LLC | 112 | $8,575.68 | $8,352.96 | -$222.72 | -2.6% |
John R. Hanahan Yukon Wealth Management Inc. | 4,988 | $388,065 | $371,880.34 | -$16,184.66 | -4.17% |
Molly Wheeler Burk Holdings LLC | 993 | $77,018.23 | $74,023.18 | -$2,995.05 | -3.89% |
Matthew Jenkins GatePass Capital LLC | 8,026 | $622,623 | $599,060.64 | -$23,562.36 | -3.78% |