| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott Geppert Stonekeep Investments, LLC | 96,813 | $7.1M | $6.86M | -$246,828.91 | -3.48% |
Serena Grunenwald GEN Financial Management, INC. | 34,181 | $2.4M | $2.42M | $22,900.42 | 0.96% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 15,250 | $1.12M | $1.08M | -$44,959.75 | -4% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 11,965 | $863,794.14 | $842,336 | -$21,458.14 | -2.48% |
| TAL TPG Advisors LLC TPG Advisors LLC | 6,708 | $490,011.27 | $475,060.56 | -$14,950.71 | -3.05% |
Eric Schmid Ted Buchan & Co | 15,486 | $1.13M | $1.1M | -$35,345.5 | -3.12% |
Alison Gould Persium Advisors, LLC | 4,499 | $323,523 | $318,616.93 | -$4,906.07 | -1.52% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,994 | $219,790 | $211,945.26 | -$7,844.74 | -3.57% |
Jackie Berry Hershey Financial Advisers, LLC | 8,968 | $664,259.69 | $635,427.64 | -$28,832.05 | -4.34% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,150 | $600,283.08 | $577,101.5 | -$23,181.58 | -3.86% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 12,769 | $958,367.71 | $905,431.91 | -$52,935.8 | -5.52% |
| EM Eric Myers Carrera Capital Advisors | 19,471 | $1.4M | $1.38M | -$22,472.94 | -1.6% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,051 | $371,943.61 | $357,964.37 | -$13,979.24 | -3.76% |
JAMES ELIOS Elios Financial Group Inc. | 90,850 | $6.79M | $6.43M | -$359,681.29 | -5.3% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 9,676 | $726,764.07 | $685,592.98 | -$41,171.09 | -5.66% |
Teresa Coleman Creekside Partners | 18,590 | $1.34M | $1.32M | -$20,935.13 | -1.56% |
Trent White Luminvest Wealth Management LLC | 311,275 | $22.94M | $22.05M | -$891,600.67 | -3.89% |
Level Wealth Management LLC Level Wealth Management LLC | 565,823 | $41.09M | $40.07M | -$1.02M | -2.48% |
Taryn Anderson YANKCOM Partnership | 620 | $44,460.78 | $43,902.2 | -$558.58 | -1.26% |
Andrew Snider Maiden Cove Capital, LLC | 6,697 | $479,413.63 | $474,114.11 | -$5,299.52 | -1.11% |