| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
QTR Family Wealth LLC QTR Family Wealth LLC | 2,056 | $436,322.14 | $379,660.96 | -$56,661.18 | -12.99% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 159 | $27,556.34 | $29,751.28 | $2,194.94 | 7.97% |
| AS Aryn Sands GK Wealth Management LLC | 3,874 | $838,604.81 | $715,372.84 | -$123,231.97 | -14.69% |
Investment Research Partners LLC Investment Research Partners LLC | 1,464 | $316,912 | $270,342.24 | -$46,569.76 | -14.69% |
Justin Boggs Optima Capital LLC | 925 | $200,340 | $172,503.26 | -$27,836.74 | -13.89% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 2,756 | $592,096.8 | $508,867.84 | -$83,228.96 | -14.06% |
Birchbrook Inc. Birchbrook Inc. | 203 | $52,677 | $37,485.98 | -$15,191.02 | -28.84% |
Steven T. Cox Providence Financial Advisors LLC | 1,892 | $408,034.68 | $353,274.24 | -$54,760.44 | -13.42% |
Wisconsin Wealth Advisors LLC Wisconsin Wealth Advisors LLC | 4,249 | $757,419.24 | $794,541.75 | $37,122.51 | 4.9% |
Masterinvest Kapitalanlage GmbH Masterinvest Kapitalanlage GmbH | 1,545 | $312,767.91 | $285,299.7 | -$27,468.21 | -8.78% |
Robert Amato Compass Wealth Management LLC/GA | 1,574 | $329,889 | $294,629.19 | -$35,259.81 | -10.69% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 117 | $24,515 | $21,605.22 | -$2,909.78 | -11.87% |
Jon Lewis Midwest Trust Co | 12,220 | $2.57M | $2.26M | -$310,855.9 | -12.11% |
Brennan Lee Cherokee Insurance Co | 5,550 | $959,452.82 | $1.02M | $65,410.18 | 6.82% |
Molly Wheeler Burk Holdings LLC | 4 | $796 | $738.64 | -$57.36 | -7.21% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 260 | $46,020 | $48,011.6 | $1,991.6 | 4.33% |
Caldwell Trust Co Caldwell Trust Co | 858 | $228,366.13 | $160,600.44 | -$67,765.69 | -29.67% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 40,039 | $8.6M | $7.39M | -$1.21M | -14.04% |
Patrick Phillips DKRT Investments Corp | 37,500 | $7.86M | $6.98M | -$873,375 | -11.12% |
Landon Marsh Scott Marsh Financial LLC | 13,882 | $2.91M | $2.56M | -$345,243.88 | -11.87% |