| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 1,349 | $384,132.42 | $293,555.89 | -$90,576.53 | -23.58% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 1,003 | $294,218.36 | $219,727.22 | -$74,491.14 | -25.32% |
Chris Chatto Encompass More Asset Management | 1,129 | $256,729.36 | $238,783.5 | -$17,945.86 | -6.99% |
David McNeely Darden Wealth Group Inc | 909 | $220,454 | $197,807.49 | -$22,646.51 | -10.27% |
Christopher Griffith Stablepoint Partners, LLC | 5,231 | $882,275.21 | $1.14M | $256,068.85 | 29.02% |
Amber Baker NDVR, Inc. | 878 | $173,782.69 | $191,061.58 | $17,278.89 | 9.94% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 9,830 | $2.89M | $2.14M | -$755,821.12 | -26.11% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 24,831 | $6.08M | $5.41M | -$673,346.48 | -11.07% |
Jonathan Chatfield LM Advisors LLC | 568 | $124,840.39 | $123,602.48 | -$1,237.91 | -0.99% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 2,314 | $605,718.96 | $503,561.11 | -$102,157.85 | -16.87% |
Alan Gilmore Private Wealth Management Group, LLC | 1,275 | $244,507.96 | $277,637.1 | $33,129.14 | 13.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 118,559 | $20.29M | $25.97M | $5.68M | 27.98% |
Lance Johnson ROI Financial Advisors, LLC | 12,225 | $2.47M | $2.66M | $190,399.89 | 7.71% |
Angela Mari Abich Financial Wealth Management LLC | 2,882 | $755,584.48 | $627,166.43 | -$128,418.05 | -17% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 965 | $282,613.39 | $209,993.65 | -$72,619.74 | -25.7% |
Anne Wright Lummis Asset Management, LP | 52 | $14,672 | $11,315.98 | -$3,356.02 | -22.87% |
Dennis R. Plyler FCG Investment Co | 2,063 | $608,131.14 | $451,941.43 | -$156,189.71 | -25.68% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 2,692 | $761,513.98 | $586,195.36 | -$175,318.62 | -23.02% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 1,488 | $398,359.84 | $323,811.12 | -$74,548.72 | -18.71% |
| FTM F. Thomas Mosley Mosley Wealth Management | 2,365 | $434,395.99 | $514,989.61 | $80,593.62 | 18.55% |