| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Penny A. Phillips Journey Strategic Wealth LLC | 3,051 | $878,386.38 | $851,381.51 | -$27,004.87 | -3.07% |
Tyler Glazier New Millennium Group LLC | 13 | $4,289.56 | $3,627.65 | -$661.91 | -15.43% |
Ana-Maria Ignat Covestor Ltd | 184 | $49,082 | $51,978.16 | $2,896.16 | 5.9% |
Kathryn Brown Morton Brown Family Wealth LLC | 23 | $7,407.04 | $6,418.15 | -$988.89 | -13.35% |
Andrew Burkey Joseph Group Capital Management | 57 | $15,408.27 | $15,686.11 | $277.84 | 1.8% |
Sean Reitenbach Prosperity Consulting Group LLC | 3,024 | $920,096.35 | $838,887.84 | -$81,208.51 | -8.83% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,783 | $440,226.9 | $497,546.13 | $57,319.23 | 13.02% |
Bill McVay Red Tortoise LLC | 12 | $4,157.28 | $3,348.6 | -$808.68 | -19.45% |
Samantha Pierangeli City State Bank | 932 | $306,294.62 | $260,074.59 | -$46,220.03 | -15.09% |
W. Travis McKinney HB Wealth Management LLC | 19,146 | $5.74M | $5.34M | -$394,551.84 | -6.88% |
| MC mike Chen Byrne Asset Management LLC | 5 | $1,441.25 | $1,395.25 | -$46 | -3.19% |
Russell Mohberg Regatta Capital Group LLC | 1,006 | $234,596.03 | $279,074.46 | $44,478.43 | 18.96% |
Jeremy Baltz Raleigh Capital Management Inc. | 786 | $255,120.02 | $219,333.29 | -$35,786.73 | -14.03% |
Robert Sinnaeve SS&H Financial Advisors Inc. | 1,832 | $472,965.56 | $511,219.58 | $38,254.02 | 8.09% |
Allison Tronnes Forum Financial Management LP | 748 | $206,208.63 | $208,729.39 | $2,520.76 | 1.22% |
William Jollie Quent Capital LLC | 1,202 | $346,830.67 | $339,552.97 | -$7,277.7 | -2.1% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 10,187 | $2.86M | $2.84M | -$19,515.67 | -0.68% |
Missy Straw Nilsine Partners LLC | 861 | $249,027.41 | $240,262.04 | -$8,765.37 | -3.52% |
Dalila Toledo Ascent Group LLC | 3,212 | $1.03M | $896,308.56 | -$137,257.01 | -13.28% |
| EM Erin Mccann Simplicity Wealth LLC | 2,617 | $795,877.67 | $720,185.31 | -$75,692.36 | -9.51% |