| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Saltonstall Sandy Cove Advisors LLC | 5,520 | $466,660.91 | $395,066.4 | -$71,594.51 | -15.34% |
Tracy Murray EdgeRock Capital LLC | 4,535 | $397,358.13 | $323,254.8 | -$74,103.33 | -18.65% |
Clint Dunn Beaird Harris Wealth Management LLC | 90,014 | $5.31M | $6.36M | $1.05M | 19.87% |
Tyler Glazier New Millennium Group LLC | 337 | $30,629.25 | $23,825.9 | -$6,803.35 | -22.21% |
Randy D. Kurtz Upper Left Wealth Management LLC | 12,924 | $797,272.11 | $917,087.04 | $119,814.93 | 15.03% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 5,042 | $446,977.15 | $360,603.84 | -$86,373.31 | -19.32% |
W. Travis McKinney HB Wealth Management LLC | 5,350 | $432,434.82 | $382,792.5 | -$49,642.32 | -11.48% |
Russell Mohberg Regatta Capital Group LLC | 9,914 | $709,081.18 | $703,596.58 | -$5,484.6 | -0.77% |
Jeremy Baltz Raleigh Capital Management Inc. | 103 | $7,851.69 | $7,247.08 | -$604.61 | -7.7% |
Michelle McCarthy Vantage Financial Partners LLC | 6,298 | $414,634.86 | $446,402.24 | $31,767.38 | 7.66% |
Allison Tronnes Forum Financial Management LP | 11,300 | $861,399 | $800,492 | -$60,907 | -7.07% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,929 | $342,257.54 | $348,258.49 | $6,000.95 | 1.75% |
Edward Mahaffy III Clientfirst Wealth Management LLC | 9,793 | $854,897.09 | $698,632.62 | -$156,264.47 | -18.28% |
Taro Kuriyama Axq Capita LLP | 10,894 | $556,139 | $779,029.94 | $222,890.94 | 40.08% |
Matthew Friedwald ParaFi Capita LLP | 1.05M | $91.93M | $73.95M | -$17.97M | -19.55% |
Jason Matthews Kfg Wealth Management LLC | 14,372 | $964,029.71 | $1.02M | $55,807.41 | 5.79% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 4,360 | $228,987.2 | $312,132.4 | $83,145.2 | 36.31% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,946 | $403,494.68 | $348,000.56 | -$55,494.12 | -13.75% |
Jaimie Palmer Beacon Capital Management LLC | 5,729 | $423,260.79 | $409,738.08 | -$13,522.71 | -3.19% |
| CMD Chris M. Denholm Objective Capital Management LLC | 23,436 | $2.2M | $1.68M | -$523,794.6 | -23.78% |