| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 688 | $78,853.25 | $71,954.48 | -$6,898.77 | -8.75% |
Allyson Mickool Florida Financial Advisors LLC | 3,998 | $466,911.68 | $419,030.38 | -$47,881.3 | -10.25% |
Tony Edwards BankPlus Wealth Management LLC | 2,399 | $274,230.6 | $252,962.55 | -$21,268.05 | -7.76% |
Lionel Daguzan Wormser Freres Gestion | 2,591 | $324,736.93 | $270,681.77 | -$54,055.16 | -16.65% |
Elizabeth Arce Sovran Advisors LLC | 8,847 | $1.12M | $922,830.57 | -$193,002.52 | -17.3% |
Westmount Partners LLC Westmount Partners LLC | 4,734 | $511,590.84 | $494,963.37 | -$16,627.47 | -3.25% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 2,434 | $249,899.27 | $254,669.42 | $4,770.15 | 1.91% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 180 | $24,498.17 | $18,789.3 | -$5,708.87 | -23.3% |
Bradley Wilson Crews Bank & Trust | 6,395 | $727,724.18 | $667,126.4 | -$60,597.78 | -8.33% |
SummitTX Capital LP SummitTX Capital LP | 14,787 | $1.34M | $1.54M | $202,951.95 | 15.13% |
Camaron Barta BXM Wealth LLC | 2,837 | $355,447.73 | $298,083.59 | -$57,364.14 | -16.14% |
| RN Ron New Whipplewood Advisors LLC | 78 | $8,008.35 | $8,136.96 | $128.61 | 1.61% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 11,538 | $1.55M | $1.21M | -$334,190.14 | -21.63% |
Cache Advisors LLC Cache Advisors LLC | 4,655 | $460,054 | $488,262.95 | $28,208.95 | 6.13% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 129,814 | $14.88M | $13.54M | -$1.34M | -8.99% |
| PWM Puff Wealth Management LLC Puff Wealth Management LLC | 5,090 | $576,171.92 | $532,770.3 | -$43,401.62 | -7.53% |
| BPC Bearing Point Capital LLC Bearing Point Capital LLC | 4,478 | $528,839.15 | $469,786.98 | -$59,052.17 | -11.17% |
| LG Luc Gaudet Louisbourg Investments Inc. | 67,648 | $7.24M | $7.1M | -$142,756.29 | -1.97% |
George Hall II One8Zero8 LLC | 5,175 | $585,344.35 | $540,218.25 | -$45,126.1 | -7.71% |
| KC Kim Cochenour FORM Wealth Advisors LLC | 7,679 | $837,307.27 | $803,991.3 | -$33,315.97 | -3.98% |