| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Krause Cascade Financial Partners, LLC | 6,820 | $1.27M | $1.58M | $311,890.14 | 24.52% |
Janice M. Powell Diversify Advisory Services, LLC | 52,800 | $14.88M | $12.29M | -$2.59M | -17.4% |
Alfonso Charles Broadway Wealth Solutions, Inc. | 3,029 | $724,966.17 | $706,362.8 | -$18,603.37 | -2.57% |
David W. Marrazzo Guardian Asset Advisors, LLC | 1,231 | $346,203 | $290,916.07 | -$55,286.93 | -15.97% |
Define Financial LLC DEFINE FINANCIAL, LLC | 1,122 | $307,991.82 | $258,918.33 | -$49,073.49 | -15.93% |
Joel mittelman Mittelman Wealth Management | 785 | $232,668.73 | $182,983.5 | -$49,685.23 | -21.35% |
Kevyn Hill Hilltop National Bank | 2,016 | $531,891.55 | $466,764.48 | -$65,127.07 | -12.24% |
Michael D. Kim Marathon Strategic Advisors, LLC | 1,033 | $291,472 | $240,172.5 | -$51,299.5 | -17.6% |
Brady Green GGM Financials LLC | 31 | $8,751.39 | $7,200.68 | -$1,550.71 | -17.72% |
Richard Crinion Mediolanum International Funds Ltd | 34,296 | $10.36M | $7.95M | -$2.41M | -23.23% |
CLINE REASOR Gratus Wealth Advisors, LLC | 6,688 | $1.34M | $1.56M | $221,014.63 | 16.45% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 1,360 | $390,885.61 | $316,091.2 | -$74,794.41 | -19.13% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 86,606 | $18.41M | $20.28M | $1.87M | 10.15% |
Marshall Investment Management LLC MARSHALL INVESTMENT MANAGEMENT, LLC | 92 | $22,416.62 | $21,269.48 | -$1,147.14 | -5.12% |
Andrew M. Price BRIGHT FINANCIAL ADVISORS, INC. | 1,787 | $367,935.53 | $415,388.15 | $47,452.62 | 12.9% |
Venkatram Krishnamurthy V2 Financial group LLC | 1,086 | $210,805.73 | $256,648.95 | $45,843.22 | 21.75% |
Joe Miller Miller Financial Services LLC | 834 | $234,529 | $195,064.26 | -$39,464.74 | -16.83% |
| SPC Spirepoint Private Client LLC SPIREPOINT PRIVATE CLIENT, LLC | 3,862 | $804,510.02 | $899,247.39 | $94,737.37 | 11.78% |
| ALS Ashley L. Smalley-Ray New Covenant Trust Company, N.A. | 1,285 | $357,674.55 | $299,983.25 | -$57,691.3 | -16.13% |
Kevin Galvin Hopwood Financial Services, Inc. | 1,182 | $279,163.38 | $275,642.4 | -$3,520.98 | -1.26% |