| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gallagher Gallagher Capital Advisors, LLC | 1,145 | $5,839.5 | $606.85 | -$5,232.65 | -89.61% |
Ben Warren Tumwater Wealth Management, LLC | 14,177 | $4,673.01 | $7,513.81 | $2,840.8 | 60.79% |
Laurel Steward Mattson Financial Services, LLC | 27,399 | $954,864.06 | $14,521.47 | -$940,342.59 | -98.48% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 1,384 | $7,237.93 | $733.52 | -$6,504.41 | -89.87% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 12,937 | $65,331.85 | $6,856.61 | -$58,475.24 | -89.5% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 1,831 | $2,376.95 | $970.43 | -$1,406.52 | -59.17% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,445 | $10,254.06 | $1,295.85 | -$8,958.21 | -87.36% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 4,060 | $3,139.66 | $2,151.8 | -$987.86 | -31.46% |
| EM Eric Myers Carrera Capital Advisors | 22,710 | $211,140.89 | $12,036.3 | -$199,104.59 | -94.3% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,031 | $541.96 | $546.43 | $4.47 | 0.82% |
Gregory A. Brown Brown Financial Advisors | 12,788 | $433,310.84 | $6,777.64 | -$426,533.2 | -98.44% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 2,078 | $85,065.01 | $1,101.34 | -$83,963.67 | -98.71% |
Teresa Coleman Creekside Partners | 8,813 | $362,214.3 | $4,670.89 | -$357,543.41 | -98.71% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 3,246 | $2,683.34 | $1,720.38 | -$962.96 | -35.89% |
John Quinn Safe Harbor Fiduciary, LLC | 9,132 | $11,889.32 | $4,839.96 | -$7,049.36 | -59.29% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 5,916 | $2,403.13 | $3,135.48 | $732.35 | 30.47% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 22,240 | $13,605.94 | $11,787.2 | -$1,818.74 | -13.37% |
Taryn Anderson YANKCOM Partnership | 6,794 | $8,512.18 | $3,600.82 | -$4,911.36 | -57.7% |
| DL David Levy Diversified Enterprises LLC | 10,171 | $51,691.35 | $5,390.63 | -$46,300.72 | -89.57% |
Pines Wealth Management LLC Pines Wealth Management LLC | 8,087 | $10,873.19 | $4,286.11 | -$6,587.08 | -60.58% |