| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heather Fowler A4 Wealth Advisors LLC | 683 | $493,809 | $290,975.07 | -$202,833.93 | -41.08% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 1,710 | $834,887.38 | $763,737.3 | -$71,150.08 | -8.52% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 7 | $5,061 | $3,126.41 | -$1,934.59 | -38.23% |
Jackie Berry Hershey Financial Advisers, LLC | 7,064 | $1.62M | $3.02M | $1.4M | 86.55% |
Michael W. Mustico MUSTICO FINANCIAL GROUP, INC. | 955 | $252,718.25 | $408,630.17 | $155,911.92 | 61.69% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,697 | $360,742.06 | $757,931.11 | $397,189.05 | 110.1% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 379 | $274,017 | $163,379.32 | -$110,637.68 | -40.38% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 52 | $13,949 | $22,227.92 | $8,278.92 | 59.35% |
Jesper Bonnivier Avanza Fonder AB | 87,857 | $18.76M | $39.24M | $20.48M | 109.19% |
| EM Eric Myers Carrera Capital Advisors | 646 | $221,270.8 | $288,522.98 | $67,252.18 | 30.39% |
Barry Carpenter Cascades Capital Asset Management, LLC | 156 | $112,788 | $69,674.28 | -$43,113.72 | -38.23% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 1,530 | $1.11M | $683,343.9 | -$422,846.1 | -38.23% |
Tuomas Suomela S-Bank Fund Management Ltd | 8,793 | $2.26M | $3.93M | $1.67M | 73.79% |
Brent Peacock KP Management LLC | 15,000 | $7.03M | $6.44M | -$590,250 | -8.39% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 2,231 | $451,936.31 | $996,431.53 | $544,495.22 | 120.48% |
Taryn Anderson YANKCOM Partnership | 623 | $235,508.24 | $267,896.24 | $32,388 | 13.75% |
David Levy Diversified Enterprises LLC | 3,996 | $843,451.83 | $1.78M | $941,281.65 | 111.6% |
Pines Wealth Management LLC Pines Wealth Management LLC | 749 | $192,485.65 | $334,525.87 | $142,040.22 | 73.79% |
Matthew Riley Hickory Point Bank & Trust | 28 | $9,570 | $12,505.64 | $2,935.64 | 30.68% |
Code Waechter LLC Code Waechter LLC | 1,178 | $402,628.41 | $526,283.28 | $123,654.87 | 30.71% |