| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 807 | $10,217 | $10,705.74 | $488.74 | 4.78% |
Jonathan Chatfield LM Advisors LLC | 754 | $10,231.78 | $10,002.64 | -$229.14 | -2.24% |
David P. Cushing nVerses Capital, LLC | 20,156 | $255,174 | $267,697.88 | $12,523.88 | 4.91% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 428,575 | $6.05M | $5.7M | -$349,359.85 | -5.77% |
| FWP Family Wealth Partners LLC FAMILY WEALTH PARTNERS, LLC | 72,973 | $1.02M | $967,680.36 | -$55,537.57 | -5.43% |
Ian Jameson American Capital Advisory, LLC | 18,638 | $252,480.35 | $248,023.32 | -$4,457.03 | -1.77% |
| HAS Hayley A. Snell LRI Investments, LLC | 122,574 | $1.88M | $1.6M | -$277,749.25 | -14.79% |
Brandt Sakakeeny Rockingstone Advisors LLC | 18,345 | $236,284 | $239,402.25 | $3,118.25 | 1.32% |
Carmen McClennon WR Wealth Planners, LLC | 1,200 | $18,852 | $16,002 | -$2,850 | -15.12% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 16,350 | $247,043.5 | $217,889.91 | -$29,153.59 | -11.8% |
Greg Reidy Granite FO LLC | 376,295 | $6.15M | $4.9M | -$1.25M | -20.29% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 473 | $6,927 | $6,307.45 | -$619.55 | -8.94% |
Braden Janowski Fieldview Capital Management LLC | 28,136 | $381,805.65 | $375,052.88 | -$6,752.77 | -1.77% |
BluePointe Capital Management LLC BluePointe Capital Management LLC | 113,017 | $1.72M | $1.51M | -$208,569.06 | -12.16% |
Antonio Cavarero Generali Asset Management SPA SGR | 2.63M | $39.31M | $35.3M | -$4M | -10.19% |
Generali Investments CEE investicni spolecnost a.s. Generali Investments CEE investicni spolecnost a.s. | 61,624 | $931,380.55 | $819,321.89 | -$112,058.66 | -12.03% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 2,737 | $41,270.79 | $36,538.95 | -$4,731.84 | -11.47% |
| CAL Caxton Associates LLP Caxton Associates LLP | 111,109 | $1.51M | $1.48M | -$24,444.27 | -1.62% |
| RN Ron New Whipplewood Advisors LLC | 84,040 | $1.19M | $1.12M | -$66,764.92 | -5.63% |
| MK Matthew Klein Matauro LLC | 16,611 | $227,405 | $221,205.36 | -$6,199.64 | -2.73% |