| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Lee Planning Center Inc. | 1,105 | $259,694.17 | $215,452.9 | -$44,241.27 | -17.04% |
W. Travis McKinney HB Wealth Management LLC | 57,271 | $12.06M | $11.17M | -$895,208.67 | -7.42% |
| LF Lukas Feh LGT Group Foundation | 29,283 | $7.22M | $6.13M | -$1.09M | -15.09% |
| MC mike Chen Byrne Asset Management LLC | 37 | $9,789.93 | $7,206.86 | -$2,583.07 | -26.38% |
Courtney Lawson Autumn Glory Partners LLC | 1,899 | $476,475.7 | $370,267.02 | -$106,208.68 | -22.29% |
Jeremy Baltz Raleigh Capital Management Inc. | 813 | $177,723.99 | $158,518.74 | -$19,205.25 | -10.81% |
Allison Tronnes Forum Financial Management LP | 2,811 | $566,420.96 | $548,088.78 | -$18,332.18 | -3.24% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 137,789 | $26.71M | $26.87M | $151,459.37 | 0.57% |
William Jollie Quent Capital LLC | 2,582 | $653,850 | $528,690.29 | -$125,159.71 | -19.14% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,540 | $621,107.83 | $514,223 | -$106,884.83 | -17.21% |
Missy Straw Nilsine Partners LLC | 2,554 | $525,693.5 | $497,978.92 | -$27,714.58 | -5.27% |
Dalila Toledo Ascent Group LLC | 11,160 | $2.33M | $2.18M | -$155,471.84 | -6.67% |
| EM Erin Mccann Simplicity Wealth LLC | 1,122 | $251,697.32 | $218,543.16 | -$33,154.16 | -13.17% |
Michael Byun SageView Advisory Group LLC | 3,772 | $843,105 | $789,743.64 | -$53,361.36 | -6.33% |
Nichole Raftopoulos Nvest Financial LLC | 2,419 | $558,877.22 | $471,656.62 | -$87,220.6 | -15.61% |
Taro Kuriyama Axq Capita LLP | 3,623 | $686,920.66 | $705,687.94 | $18,767.28 | 2.73% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 44,137 | $11.41M | $8.61M | -$2.81M | -24.59% |
| KJ Ken Joseph Braidwel LLP | 150,627 | $30.39M | $30.49M | $104,917.18 | 0.35% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 74 | $15,170 | $14,428.52 | -$741.48 | -4.89% |
Luther Hartwell Hodges Waycross Investment Management Co. | 4,998 | $1.18M | $974,510.04 | -$206,556.58 | -17.49% |