| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 34 | $15,702.64 | $14,548.43 | -$1,154.21 | -7.35% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,617 | $1.1M | $1.13M | $25,195.55 | 2.29% |
Russell Kartub Insight Inv LLC | 1,618 | $757,679.84 | $693,571.88 | -$64,107.96 | -8.46% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 850 | $329,222.01 | $363,876.5 | $34,654.49 | 10.53% |
Ana-Maria Ignat Covestor Ltd | 442 | $149,239.04 | $189,366.06 | $40,127.02 | 26.89% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 10,269 | $3.86M | $4.4M | $536,336.48 | 13.9% |
John Gorlow Cardiff Park Advisors LLC | 1,118 | $519,344.92 | $478,604.62 | -$40,740.3 | -7.84% |
| CC Cheung Chan Chemistry Wealth Management LLC | 15,309 | $6.12M | $6.55M | $432,907.56 | 7.07% |
Brian Kellett Kellett Wealth Advisors LLC | 657 | $254,469.25 | $280,811.65 | $26,342.4 | 10.35% |
Andrew Burkey Joseph Group Capital Management | 56 | $20,859.95 | $23,973.04 | $3,113.09 | 14.92% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,200 | $464,784.01 | $513,708 | $48,923.99 | 10.53% |
Kathleen Thornhill Confluence Wealth Services Inc. | 1,526 | $649,940.34 | $653,265.33 | $3,324.99 | 0.51% |
Samantha Pierangeli City State Bank | 160 | $82,781.11 | $68,624 | -$14,157.11 | -17.1% |
John Swift Benchmark Investment Advisors LLC | 940 | $487,545.86 | $402,456.3 | -$85,089.56 | -17.45% |
Michael Hackman HFG Advisors Inc. | 605 | $234,328.61 | $259,100.32 | $24,771.71 | 10.57% |
W. Travis McKinney HB Wealth Management LLC | 23,866 | $10.2M | $10.22M | $21,689 | 0.21% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 14,277 | $6.15M | $6.11M | -$35,438.57 | -0.58% |
Russell Mohberg Regatta Capital Group LLC | 918 | $387,814.72 | $392,986.62 | $5,171.9 | 1.33% |
Jeremy Baltz Raleigh Capital Management Inc. | 199 | $92,736.96 | $85,189.91 | -$7,547.05 | -8.14% |
Michelle McCarthy Vantage Financial Partners LLC | 643 | $332,698.44 | $275,261.87 | -$57,436.57 | -17.26% |