| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 22,846 | $423,329 | $432,817.47 | $9,488.47 | 2.24% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,695 | $33,795.21 | $31,510.05 | -$2,285.16 | -6.76% |
Carol Smith Access Investment Management LLC | 30,675 | $614,420.65 | $580,524.37 | -$33,896.28 | -5.52% |
Matthew Stead Sachetta, LLC | 32 | $641 | $606.08 | -$34.92 | -5.45% |
Chandler te Velde Maia Wealth LLC | 26,317 | $531,073.79 | $494,364.84 | -$36,708.95 | -6.91% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,855 | $201,142.55 | $203,259.87 | $2,117.32 | 1.05% |
Kelly Richert Clayton Financial Group LLC | 2,439 | $46,585 | $45,955.88 | -$629.12 | -1.35% |
Christopher Griffith Stablepoint Partners, LLC | 11,431 | $249,721.04 | $215,188.57 | -$34,532.47 | -13.83% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 22,988 | $460,382.66 | $435,277.78 | -$25,104.88 | -5.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 453,206 | $9.05M | $8.57M | -$470,640.87 | -5.2% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 11,105 | $205,776 | $207,941.12 | $2,165.12 | 1.05% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 35,807 | $732,005.32 | $676,215.19 | -$55,790.13 | -7.62% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 164,209 | $3.12M | $3.11M | -$8,450.54 | -0.27% |
| VT Vincent Tortorella Point72 (DIFC) Ltd | 8,525 | $173,989 | $159,630.62 | -$14,358.38 | -8.25% |
Kayla Tweedy JBR Co Financial Management Inc | 22,410 | $485,593.72 | $424,669.5 | -$60,924.22 | -12.55% |
Mark Weiskind Fairway Wealth LLC | 580 | $10,747 | $10,973.6 | $226.6 | 2.11% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 84,572 | $1.77M | $1.6M | -$166,818.74 | -9.44% |
TABITHA LETOURNEAU MEYERER FIDUCIARY FAMILY OFFICE, LLC | 11,185 | $247,859.84 | $211,733.17 | -$36,126.67 | -14.58% |
Janice M. Powell Diversify Advisory Services, LLC | 39,707 | $820,050.95 | $751,454.97 | -$68,595.98 | -8.36% |
Kevyn Hill Hilltop National Bank | 200 | $4,377.88 | $3,749 | -$628.88 | -14.36% |