| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
W. Travis McKinney HB Wealth Management LLC | 3,605 | $668,254.05 | $631,055.26 | -$37,198.79 | -5.57% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,636 | $819,556.17 | $811,531.81 | -$8,024.36 | -0.98% |
Gregory Wood Concorde Financial Corp. | 17,825 | $3.26M | $3.28M | $26,944.22 | 0.83% |
Allison Tronnes Forum Financial Management LP | 3,311 | $756,684.84 | $579,590.56 | -$177,094.28 | -23.4% |
William Jollie Quent Capital LLC | 390 | $73,887.3 | $71,116.5 | -$2,770.8 | -3.75% |
Marc H. Stone Tyler-Stone Wealth Management | 2,055 | $383,701.78 | $359,727.76 | -$23,974.02 | -6.25% |
Missy Straw Nilsine Partners LLC | 2,001 | $351,075 | $350,275.06 | -$799.94 | -0.23% |
Dalila Toledo Ascent Group LLC | 2,816 | $467,315.2 | $492,940.81 | $25,625.61 | 5.48% |
| EM Erin Mccann Simplicity Wealth LLC | 2,096 | $383,797.6 | $376,399.68 | -$7,397.92 | -1.93% |
Joseph J. Costigan apricus wealth LLC | 2,732 | $511,080.56 | $478,236.61 | -$32,843.95 | -6.43% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 64,738 | $12.73M | $11.33M | -$1.4M | -10.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 16,448 | $3.36M | $2.88M | -$484,931.9 | -14.41% |
Michael Stulic Astoria Portfolio Advisors LLC | 2,798 | $543,233.52 | $489,789.91 | -$53,443.61 | -9.84% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 240 | $55,576.69 | $42,012 | -$13,564.69 | -24.41% |
Nolan Baker Retirement Guys Formula LLC | 6,846 | $1.24M | $1.2M | -$37,882.25 | -3.06% |
CJ Harrison DecisionPoint Financial LLC | 3 | $497.85 | $538.74 | $40.89 | 8.21% |
| JG John Ginter Callan Family Office LLC | 5,095 | $887,580.53 | $931,111.25 | $43,530.72 | 4.9% |
Albert Moore First National Advisers LLC | 1,660 | $413,954.14 | $290,583 | -$123,371.14 | -29.8% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 177,571 | $33.31M | $32.71M | -$597,683.23 | -1.79% |
Anita Woodhouse V-Square Quantitative Management LLC | 5,624 | $1.02M | $984,481.22 | -$30,939.45 | -3.05% |