| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 29,070 | $9M | $7.87M | -$1.13M | -12.54% |
William Jollie Quent Capital LLC | 3,358 | $928,586.43 | $921,703.87 | -$6,882.56 | -0.74% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,533 | $666,518.03 | $691,078.36 | $24,560.33 | 3.68% |
Timothy R. Guthrie Bullseye Investment Management LLC | 6,144 | $1.92M | $1.66M | -$256,389.06 | -13.36% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 13,783 | $3.93M | $3.77M | -$156,860.03 | -3.99% |
Marc H. Stone Tyler-Stone Wealth Management | 4,962 | $1.43M | $1.34M | -$91,670.31 | -6.39% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,346 | $367,519.54 | $364,281.45 | -$3,238.09 | -0.88% |
Stephen Dunnaway Brown Shipley& Co Ltd | 224 | $60,550.56 | $60,623.36 | $72.8 | 0.12% |
Missy Straw Nilsine Partners LLC | 20,271 | $5.71M | $5.49M | -$222,042.17 | -3.89% |
Dalila Toledo Ascent Group LLC | 21,647 | $6.12M | $5.86M | -$264,860.04 | -4.33% |
| EM Erin Mccann Simplicity Wealth LLC | 16,378 | $4.75M | $4.49M | -$260,004.21 | -5.48% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 3,788 | $1.02M | $1.03M | $9,735.18 | 0.96% |
Patrick O'Connell Security Financial Services Inc. | 1,620 | $454,120.65 | $438,436.82 | -$15,683.83 | -3.45% |
Jason DeBerry BancFirst Trust & Investment Management | 971 | $268,174.62 | $262,791.45 | -$5,383.17 | -2.01% |
Michael Byun SageView Advisory Group LLC | 15,479 | $4.69M | $4.25M | -$439,389.56 | -9.37% |
| KB Kimberly Byrne Bill Few Associates Inc. | 3,950 | $1.08M | $1.07M | -$6,935.31 | -0.64% |
Owen Schrum Schrum Private Wealth Management LLC | 3,545 | $1.05M | $973,049.29 | -$74,982.09 | -7.15% |
Brian Clay Clay Northam Wealth Management LLC | 803 | $212,235.47 | $219,797.16 | $7,561.69 | 3.56% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,841 | $1.56M | $1.58M | $18,220.68 | 1.17% |
Taro Kuriyama Axq Capita LLP | 8,345 | $2.26M | $2.29M | $30,793 | 1.37% |