| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 419 | $89,266.1 | $86,284.67 | -$2,981.43 | -3.34% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 2,535 | $498,433.4 | $522,032.52 | $23,599.12 | 4.73% |
Bill McVay Red Tortoise LLC | 24 | $3,188.4 | $4,942.32 | $1,753.92 | 55.01% |
| WTM W. Travis McKinney HB Wealth Management LLC | 1,871 | $398,382.28 | $385,295.01 | -$13,087.27 | -3.29% |
| MM Mike Meixler Meixler Investment Management Ltd. | 28,772 | $6.2M | $5.93M | -$276,128.01 | -4.45% |
| WJ William Jollie Quent Capital LLC | 187 | $43,341.24 | $38,508.91 | -$4,832.33 | -11.15% |
| EM Erin Mccann Simplicity Wealth LLC | 1,780 | $482,480.5 | $366,555.38 | -$115,925.12 | -24.03% |
Michael Byun SageView Advisory Group LLC | 45 | $9,302 | $9,266.85 | -$35.15 | -0.38% |
Adam Grossman Mayport LLC | 1,373 | $394,943.45 | $282,741.88 | -$112,201.57 | -28.41% |
| PAT Patricia A. Thompson Leeward Investments LLC - MA | 43,144 | $9.38M | $8.88M | -$495,216.37 | -5.28% |
Mariana Coli Dunhill Financial LLC | 8 | $1,532.83 | $1,647.44 | $114.61 | 7.48% |
| DP Drew Phillips Fortitude Family Office LLC | 20 | $3,864.85 | $4,118.6 | $253.75 | 6.57% |
Bert D. Barre Colonial Trust Co. / SC | 814 | $192,441.82 | $167,627.01 | -$24,814.81 | -12.89% |
| QS Quentin Stoker Gallacher Capital Management LLC | 1,015 | $228,409 | $209,018.94 | -$19,390.06 | -8.49% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1 | $190 | $205.93 | $15.93 | 8.38% |
Ashley Buboltz Moran Wealth Management LLC | 42,098 | $6.43M | $8.67M | $2.24M | 34.84% |
Kevin Kroskey True Wealth Design LLC | 193 | $43,315.26 | $39,744.49 | -$3,570.77 | -8.24% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 9 | $1,705 | $1,853.37 | $148.37 | 8.7% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 2,729 | $405,764.58 | $561,982.94 | $156,218.36 | 38.5% |
| DD Damir Durkovic Entropy Technologies, LP | 11,039 | $2.43M | $2.27M | -$153,590.58 | -6.33% |