| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Samantha Cox Capital Investment Counsel, LLC | 17,094 | $6.2M | $5.67M | -$524,320.26 | -8.46% |
Alison Gould Persium Advisors, LLC | 6,212 | $2.42M | $2.06M | -$354,231.93 | -14.66% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 969 | $382,720.49 | $321,669.23 | -$61,051.26 | -15.95% |
| FGS Frederic G Sauer Orion Investment Co | 800 | $275,392 | $265,567.99 | -$9,824.01 | -3.57% |
Heather Fowler A4 Wealth Advisors LLC | 695 | $277,181.04 | $230,712.19 | -$46,468.85 | -16.76% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 19,361 | $6.66M | $6.43M | -$233,378.14 | -3.5% |
David Maddux Brightwater Advisory LLC | 1,486 | $523,903.7 | $528,406.74 | $4,503.04 | 0.86% |
Laurel Steward Mattson Financial Services, LLC | 2,725 | $955,618.97 | $904,590.97 | -$51,028 | -5.34% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 3,501 | $1.23M | $1.16M | -$65,668.36 | -5.35% |
Robert Roy Somnio Financial Group, LLC | 731 | $251,632.48 | $242,662.75 | -$8,969.73 | -3.56% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,419 | $1.25M | $1.13M | -$114,218.14 | -9.14% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 135 | $48,217.34 | $44,814.6 | -$3,402.74 | -7.06% |
Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 889 | $325,986.2 | $295,112.43 | -$30,873.77 | -9.47% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,140 | $802,174.03 | $710,394.38 | -$91,779.65 | -11.44% |
Jesper Bonnivier Avanza Fonder AB | 117,928 | $45.11M | $39.15M | -$5.96M | -13.21% |
| EM Eric Myers Carrera Capital Advisors | 830 | $313,647.26 | $275,526.79 | -$38,120.47 | -12.15% |
Barry Carpenter Cascades Capital Asset Management, LLC | 3,219 | $1.3M | $1.07M | -$235,862.13 | -18.08% |
Gregory A. Brown Brown Financial Advisors | 1,183 | $409,209.01 | $392,708.67 | -$16,500.34 | -4.03% |
Teresa Coleman Creekside Partners | 1,297 | $447,044.97 | $430,552.11 | -$16,492.86 | -3.69% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 6,106 | $2.4M | $2.03M | -$376,211.66 | -15.65% |