| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 1,501 | $72,940.53 | $79,117.71 | $6,177.18 | 8.47% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 42,498 | $2.4M | $2.3M | -$107,945.72 | -4.49% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 546 | $32,016.82 | $28,779.66 | -$3,237.16 | -10.11% |
Dominic Corabi Wedmont Private Capital | 7,681 | $491,465.69 | $412,853.75 | -$78,611.94 | -16% |
Craig Kurth PCG Wealth Advisors LLC | 4,419 | $208,500.76 | $239,443.51 | $30,942.75 | 14.84% |
Shaun Peterson Peterson Wealth Services | 2,894 | $173,871.52 | $155,957.66 | -$17,913.86 | -10.3% |
| JS Jeffrey Sjovall Phraction Management LLC | 10,401 | $605,587.71 | $560,769.91 | -$44,817.8 | -7.4% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 5,955 | $392,117.62 | $323,356.5 | -$68,761.12 | -17.54% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,000 | $53,350 | $53,945 | $595 | 1.12% |
Sean Reitenbach Prosperity Consulting Group LLC | 6,226 | $368,160 | $334,522.98 | -$33,637.02 | -9.14% |
Samantha Pierangeli City State Bank | 130 | $7,229.85 | $6,989.45 | -$240.4 | -3.33% |
Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 14,723 | $928,211.57 | $792,539.09 | -$135,672.48 | -14.62% |
W. Travis McKinney HB Wealth Management LLC | 11,737 | $725,887.17 | $633,915.37 | -$91,971.8 | -12.67% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,533 | $681,258.88 | $622,263.01 | -$58,995.87 | -8.66% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 9,109 | $485,775.4 | $488,925.57 | $3,150.17 | 0.65% |
Thomas Mason Mason & Associates Inc. | 4,944 | $286,876.04 | $267,618.72 | -$19,257.32 | -6.71% |
Samuel Miller Kraft, Davis & Associates LLC | 6,466 | $365,832.38 | $350,069.24 | -$15,763.14 | -4.31% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 8,184 | $469,427.18 | $441,485.88 | -$27,941.3 | -5.95% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,105 | $1.22M | $1.25M | $30,742.03 | 2.53% |
Mark Mowrey Signature Resources Capital Management LLC | 15 | $741 | $805.2 | $64.2 | 8.66% |