| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 1,912 | $745,634.28 | $634,707.5 | -$110,926.78 | -14.88% |
Kristofer Gray Integrity Financial Corp. /WA | 922 | $303,284.16 | $306,067.11 | $2,782.95 | 0.92% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 1,685 | $589,018.63 | $559,352.58 | -$29,666.05 | -5.04% |
David T. Morgan High Net Worth Advisory Group LLC | 9,766 | $3.8M | $3.24M | -$560,264.98 | -14.74% |
Jason Matthews Kfg Wealth Management LLC | 2,980 | $993,925.11 | $989,240.77 | -$4,684.34 | -0.47% |
Katie Christensen iSAM Funds UKK) Ltd | 832 | $273,636 | $276,190.71 | $2,554.71 | 0.93% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 1,099 | $361,640.43 | $364,824.03 | $3,183.6 | 0.88% |
Kristen Williams Athena Investment Management | 5,388 | $1.62M | $1.9M | $286,340.45 | 17.71% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,763 | $536,440.62 | $585,245.46 | $48,804.84 | 9.1% |
Allison Brooke Blake WorthPointe LLC | 758 | $288,575.92 | $251,625.67 | -$36,950.25 | -12.8% |
Jaimie Palmer Beacon Capital Management LLC | 1,636 | $568,228.38 | $543,086.54 | -$25,141.84 | -4.42% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 978 | $327,984.75 | $324,656.87 | -$3,327.88 | -1.01% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 665 | $236,661.52 | $220,753.39 | -$15,908.13 | -6.72% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 2,314 | $917,932.45 | $768,155.42 | -$149,777.03 | -16.32% |
Adam Grossman Mayport LLC | 1,540 | $564,639.16 | $547,608.6 | -$17,030.56 | -3.02% |
| DW Darren Woolson Asset Allocation Strategies LLC | 707 | $241,863.14 | $234,695.71 | -$7,167.43 | -2.96% |
Bryan Kupchik Capstone Wealth Management Group LLC | 1,549 | $509,450.61 | $514,206.02 | $4,755.41 | 0.93% |
Molly Crider Walker Asset Management LLC | 3,133 | $888,907.4 | $1.04M | $151,123.25 | 17% |
Brian Levy West Wealth Group LLC | 1,925 | $746,276.94 | $679,794.52 | -$66,482.42 | -8.91% |
Arthur Garcia Atlas Financial Advisors Inc. | 528 | $213,913.18 | $175,274.87 | -$38,638.31 | -18.06% |