| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bryan Gort Quest 10 Wealth Builders, Inc. | 11 | $1,366.06 | $1,151.7 | -$214.36 | -15.69% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,476 | $282,669.32 | $259,187.68 | -$23,481.64 | -8.31% |
Jesper Bonnivier Avanza Fonder AB | 211,093 | $24M | $22.1M | -$1.9M | -7.93% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,344 | $179,006.24 | $140,757.12 | -$38,249.12 | -21.37% |
Gregory A. Brown Brown Financial Advisors | 12,572 | $1.36M | $1.32M | -$43,256.88 | -3.18% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 3,824 | $516,367.92 | $401,175.84 | -$115,192.08 | -22.31% |
Teresa Coleman Creekside Partners | 2,267 | $235,564.42 | $238,216.36 | $2,651.94 | 1.13% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 15,985 | $1.81M | $1.68M | -$137,729.61 | -7.59% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 2,160 | $220,183 | $226,130.4 | $5,947.4 | 2.7% |
Tuomas Suomela S-Bank Fund Management Ltd | 19,297 | $2.14M | $2.01M | -$124,526.68 | -5.82% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 6,261 | $713,816.39 | $657,467.61 | -$56,348.78 | -7.89% |
Taryn Anderson YANKCOM Partnership | 11,262 | $1.28M | $1.18M | -$97,869.54 | -7.67% |
David Levy Diversified Enterprises LLC | 15,556 | $1.67M | $1.63M | -$38,589.99 | -2.31% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,829 | $535,960.99 | $504,755.57 | -$31,205.42 | -5.82% |
Matthew Riley Hickory Point Bank & Trust | 1,749 | $178,418.06 | $183,067.83 | $4,649.77 | 2.61% |
Seneschal Advisors LLC Seneschal Advisors LLC | 545 | $72,998.15 | $56,892.55 | -$16,105.6 | -22.06% |
Curtis Harrell Tounjian Advisory Partners LLC | 154 | $13,933 | $16,139.97 | $2,206.97 | 15.84% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 10,914 | $1.24M | $1.14M | -$97,370.77 | -7.88% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 2,449 | $278,676.51 | $256,496.01 | -$22,180.5 | -7.96% |
Bryan Buchert Kera Capital Partners Inc. | 10,392 | $1.32M | $1.08M | -$237,701.8 | -17.98% |