| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 9,692 | $2.83M | $2.42M | -$415,734.34 | -14.67% |
Matt Monson Sovereign's Capital Management LLC | 15,809 | $4.19M | $3.97M | -$217,985.47 | -5.2% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,538 | $271,058.53 | $383,607.96 | $112,549.43 | 41.52% |
William Jollie Quent Capital LLC | 277 | $79,633.03 | $68,729.24 | -$10,903.79 | -13.69% |
Dalila Toledo Ascent Group LLC | 7,020 | $1.86M | $1.75M | -$111,060.17 | -5.96% |
| EM Erin Mccann Simplicity Wealth LLC | 3,587 | $823,467.63 | $900,444.61 | $76,976.98 | 9.35% |
Ed West Values First Advisors Inc. | 61,941 | $14.22M | $15.45M | $1.23M | 8.65% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 9,809 | $2.88M | $2.45M | -$429,780.33 | -14.94% |
Khanthaly Dacanay Chi Co. Wealth RIA | 2,906 | $893,501.93 | $742,366.76 | -$151,135.17 | -16.91% |
Daniel Ronan Catalyst Financial Partners LLC | 1,396 | $352,639.04 | $348,190.32 | -$4,448.72 | -1.26% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,015 | $1.17M | $1.25M | $79,232.97 | 6.76% |
Jeffrey Gilbert Balboa Wealth Partners | 1,481 | $298,058.65 | $367,095.47 | $69,036.82 | 23.16% |
Edward Lowndes Angeles Wealth Management LLC | 1,200 | $348,399.54 | $299,304 | -$49,095.54 | -14.09% |
Benjamin Cauley Carr Financial Group Corp. | 2,791 | $739,656.8 | $700,624.73 | -$39,032.07 | -5.28% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 32 | $9,084 | $7,981.44 | -$1,102.56 | -12.14% |
| TD Teresa Douberly Ridgeline Wealth LLC | 1,295 | $367,586 | $322,998.9 | -$44,587.1 | -12.13% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,343 | $3.06M | $3.34M | $275,496.46 | 8.99% |
CJ Harrison DecisionPoint Financial LLC | 2 | $639 | $500.44 | -$138.56 | -21.68% |
| JG John Ginter Callan Family Office LLC | 20,355 | $6M | $5.14M | -$862,093.62 | -14.37% |
| DCM Douglas C. McCoy Montchanin Asset Management LLC | 2,000 | $326,080 | $498,840 | $172,760 | 52.98% |