| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GHH Grace H. Holt GG Group Ventures, LLC | 147,869 | $7.18M | $6.98M | -$203,709.39 | -2.84% |
| EM Eric Myers Carrera Capital Advisors | 8,221 | $386,821.71 | $388,154.51 | $1,332.8 | 0.34% |
Curtis Harrell Tounjian Advisory Partners LLC | 17 | $794 | $802.06 | $8.06 | 1.02% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 4,783 | $231,887.47 | $225,279.29 | -$6,608.18 | -2.85% |
| LGP Larry G. Peery II Magnolia Private Wealth LLC | 5,621 | $273,508.73 | $265,311.2 | -$8,197.53 | -3% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 42,205 | $1.97M | $1.99M | $25,753.73 | 1.31% |
| TCM TT Capital Management LLC TT Capital Management LLC | 340,382 | $16.3M | $16.08M | -$221,595.19 | -1.36% |
| PR Peter Recchia 4Wealth Advisors Inc. | 26,696 | $1.3M | $1.26M | -$39,328.19 | -3.03% |
J. Kemp Sawers Uptown Financial Advisors LLC | 4,265 | $201,948 | $201,478.6 | -$469.4 | -0.23% |
QTR Family Wealth LLC QTR Family Wealth LLC | 12,870 | $623,825.9 | $607,978.8 | -$15,847.1 | -2.54% |
| AS Aryn Sands GK Wealth Management LLC | 5,180 | $245,302.79 | $244,547.8 | -$754.99 | -0.31% |
Deirdre A. Dillon Virtus Fixed Income Advisers LLC | 13,535 | $640,882 | $639,055.02 | -$1,826.98 | -0.29% |
Landon Marsh Scott Marsh Financial LLC | 9,758 | $470,452 | $460,626.39 | -$9,825.61 | -2.09% |
Gibbs Wealth Management Gibbs Wealth Management | 53,036 | $2.55M | $2.5M | -$48,735.35 | -1.91% |