| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,002 | $127,081.09 | $113,052.56 | -$14,028.53 | -11.04% |
Matthew B. Boersen Straight Path Wealth Management | 40,000 | $175,200 | $251,200 | $76,000 | 43.38% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 18 | $19.8 | $113.04 | $93.24 | 470.91% |
Ana-Maria Ignat Covestor Ltd | 1,035 | $4,533.3 | $6,499.8 | $1,966.5 | 43.38% |
| WTM W. Travis McKinney HB Wealth Management LLC | 13,358 | $92,838.1 | $83,888.24 | -$8,949.86 | -9.64% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 46,943 | $287,291.16 | $294,802.04 | $7,510.88 | 2.61% |
| WJ William Jollie Quent Capital LLC | 661 | $4,045.32 | $4,151.08 | $105.76 | 2.61% |
Michael Byun SageView Advisory Group LLC | 1,217 | $9,457 | $7,642.76 | -$1,814.24 | -19.18% |
| TK Taro Kuriyama Axq Capita LLP | 59,244 | $434,354.51 | $372,052.32 | -$62,302.19 | -14.34% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 5 | $19.6 | $31.4 | $11.8 | 60.2% |
| JMP James M. Perkins Quantum Private Wealth LLC | 10,000 | $125,500 | $62,800 | -$62,700 | -49.96% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 224 | $1,248.71 | $1,406.72 | $158.01 | 12.65% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 98 | $752.64 | $615.44 | -$137.2 | -18.23% |
| WC William Cantus Pacific Sage Partners LLC | 16,787 | $41,636.95 | $105,422.36 | $63,785.41 | 153.19% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 30,056 | $231,018.12 | $188,751.68 | -$42,266.44 | -18.3% |
| JG John Ginter Callan Family Office LLC | 25,505 | $154,304.22 | $160,171.4 | $5,867.18 | 3.8% |
| TC Trent Curry bLong Financial LLC | 14,029 | $74,493.77 | $88,102.12 | $13,608.35 | 18.27% |
Mariana Coli Dunhill Financial LLC | 264 | $1,203.87 | $1,657.92 | $454.05 | 37.72% |
Lukas Lindgren Abound Wealth Management | 28 | $199.11 | $175.84 | -$23.27 | -11.69% |
| DP Drew Phillips Fortitude Family Office LLC | 566 | $3,311.91 | $3,554.48 | $242.57 | 7.32% |