| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dina Fliss Global View Capital Management LLC | 9,742 | $638,198.74 | $565,799.77 | -$72,398.97 | -11.34% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 3,803 | $202,282 | $218,862.65 | $16,580.65 | 8.2% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 1,457 | $77,498 | $83,223.84 | $5,725.84 | 7.39% |
RICHARD I. ZIVI, JR NBZ Investment Advisors LLC | 130,421 | $8.54M | $7.51M | -$1.04M | -12.12% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 15,541 | $1.03M | $886,303.21 | -$140,956.72 | -13.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 17,720 | $1.1M | $1.02M | -$79,724.08 | -7.24% |
James Rankin Modern Wealth Management, LLC | 12,146 | $772,560.16 | $699,488.14 | -$73,072.02 | -9.46% |
Steven D Urban Urban Financial Advisory Corp | 435,971 | $28.08M | $25.05M | -$3.03M | -10.78% |
Kevin Stillman Evernest Financial Advisors, LLC | 6,112 | $400,397.12 | $351,928.96 | -$48,468.16 | -12.11% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,944 | $258,371 | $226,977.2 | -$31,393.8 | -12.15% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 182,258 | $9.63M | $10.38M | $743,612.71 | 7.72% |
Michael Herman Apollon Financial, LLC | 5,823 | $381,464.82 | $332,755.33 | -$48,709.49 | -12.77% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 36,551 | $2.39M | $2.11M | -$286,559.98 | -11.97% |
Jay David Franklin Clarity Capital Advisors, LLC | 9,021 | $590,965.34 | $520,331.28 | -$70,634.06 | -11.95% |
Andrew J. Peters NorthStar Asset Management LLC /NJ/ | 14,740 | $965,617.21 | $850,055.8 | -$115,561.41 | -11.97% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 67,945 | $3.92M | $3.92M | $775.79 | 0.02% |
Anne Wright Lummis Asset Management, LP | 1,097 | $71,864 | $62,869.07 | -$8,994.93 | -12.52% |
Jessica Vickery BlueChip Wealth Advisors LLC | 12,866 | $842,851.69 | $742,303.87 | -$100,547.82 | -11.93% |
Michael Bailey MGB Wealth Management, LLC | 3,985 | $261,057 | $227,643.12 | -$33,413.88 | -12.8% |
Kayla Tweedy JBR Co Financial Management Inc | 79,841 | $5.23M | $4.64M | -$591,621.49 | -11.31% |