| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 263 | $9,390 | $9,871.7 | $481.7 | 5.13% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,123 | $280,522.45 | $266,471.43 | -$14,051.02 | -5.01% |
Kelly Richert Clayton Financial Group LLC | 94 | $3,474.53 | $3,528.29 | $53.76 | 1.55% |
Alan Gilmore Private Wealth Management Group, LLC | 115 | $5,208.41 | $4,302.15 | -$906.26 | -17.4% |
David P. Cushing nVerses Capital, LLC | 5,963 | $234,881.88 | $223,075.83 | -$11,806.05 | -5.03% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 59,867 | $2.25M | $2.25M | -$6,256.41 | -0.28% |
Anne Wright Lummis Asset Management, LP | 1,000 | $47,550 | $37,535 | -$10,015 | -21.06% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 20,437 | $747,874.66 | $767,000.61 | $19,125.95 | 2.56% |
Douglas E. Morisoli Fairman Group, LLC | 328 | $11,987.34 | $12,309.84 | $322.5 | 2.69% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,500 | $58,530 | $56,332.5 | -$2,197.5 | -3.75% |
Ian Jameson American Capital Advisory, LLC | 8,289 | $312,379.03 | $311,293.39 | -$1,085.64 | -0.35% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 46 | $1,642 | $1,712.58 | $70.58 | 4.3% |
Kevyn Hill Hilltop National Bank | 2,514 | $99,121.31 | $94,413.27 | -$4,708.04 | -4.75% |
| MA Marie-Andree Alain Federation des caisses Desjardins du Quebec | 20,238 | $917,205.09 | $770,055.9 | -$147,149.19 | -16.04% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 8,260 | $419,804.76 | $309,997.8 | -$109,806.96 | -26.16% |
Todd Lunsford International Private Wealth Advisors LLC | 7,801 | $297,444.43 | $292,966.55 | -$4,477.88 | -1.51% |
| HAS Hayley A. Snell LRI Investments, LLC | 5,288 | $258,928.08 | $196,872.24 | -$62,055.84 | -23.97% |
David Millar Gen-Wealth Partners Inc | 200 | $7,804 | $7,508 | -$296 | -3.79% |
Winfried Buchbauer Erste Asset Management GmbH | 149,400 | $7.18M | $5.6M | -$1.58M | -22% |
| NCG Noah C Goldberg Jain Global LLC | 21,177 | $756,019 | $794,984.58 | $38,965.58 | 5.15% |