| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 222 | $44,021.24 | $39,269.58 | -$4,751.66 | -10.79% |
Scott Noble Boomfish Wealth Group, LLC | 6,222 | $1.95M | $1.03M | -$917,733.48 | -47.06% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 19,431 | $5.22M | $3.22M | -$1.99M | -38.18% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,142 | $707,594.6 | $355,400.64 | -$352,193.96 | -49.77% |
Christian Scharosch 1248 Management, LLC | 46 | $12,342 | $8,210.54 | -$4,131.46 | -33.47% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 2,174 | $536,088.37 | $360,710.08 | -$175,378.29 | -32.71% |
Amy Taylor Pingora Partners LLC | 7,525 | $1.46M | $1.33M | -$127,817.5 | -8.76% |
Adam Hill Bey-Douglas LLC | 1,877 | $561,009.41 | $311,431.84 | -$249,577.57 | -44.49% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,796 | $812,502.05 | $463,912.32 | -$348,589.73 | -42.9% |
Alan Gilmore Private Wealth Management Group, LLC | 67 | $19,145.34 | $11,116.64 | -$8,028.7 | -41.94% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 3,569 | $1.26M | $592,168.48 | -$667,106.72 | -52.98% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 64,855 | $22.55M | $11.58M | -$10.97M | -48.66% |
Angela Mari Abich Financial Wealth Management LLC | 1,093 | $271,434.08 | $181,350.56 | -$90,083.52 | -33.19% |
Anne Wright Lummis Asset Management, LP | 87 | $30,529 | $14,435.04 | -$16,093.96 | -52.72% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 3,725 | $921,297.67 | $618,052 | -$303,245.67 | -32.92% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 848 | $209,117 | $140,700.16 | -$68,416.84 | -32.72% |
Alana Parm MORTON COMMUNITY BANK | 15,429 | $4.78M | $2.73M | -$2.05M | -42.86% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,046 | $135,407.37 | $173,552.32 | $38,144.95 | 28.17% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 6,329 | $1.53M | $1.12M | -$409,565.42 | -26.78% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 276 | $79,415.7 | $49,630.32 | -$29,785.38 | -37.51% |