| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 3,558 | $1.04M | $962,937.16 | -$76,603.44 | -7.37% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 177 | $53,482.75 | $47,903.28 | -$5,579.47 | -10.43% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 1,440 | $420,127.23 | $389,721.61 | -$30,405.62 | -7.24% |
Jesper Bonnivier Avanza Fonder AB | 885 | $274,145.78 | $239,516.41 | -$34,629.37 | -12.63% |
Barry Carpenter Cascades Capital Asset Management, LLC | 5,262 | $1.6M | $1.44M | -$166,700.37 | -10.4% |
Gregory A. Brown Brown Financial Advisors | 5,214 | $1.35M | $1.4M | $52,011.51 | 3.86% |
JAMES ELIOS Elios Financial Group Inc. | 3,517 | $1.07M | $951,840.92 | -$118,935.26 | -11.11% |
Teresa Coleman Creekside Partners | 2,374 | $605,060.15 | $642,499.38 | $37,439.23 | 6.19% |
Nicholson Wealth Management Group LLC Nicholson Wealth Management Group, LLC | 7,004 | $2.09M | $1.9M | -$199,215.51 | -9.51% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 672 | $195,504.68 | $181,870.09 | -$13,634.59 | -6.97% |
Tuomas Suomela S-Bank Fund Management Ltd | 29,159 | $9.06M | $7.89M | -$1.17M | -12.87% |
Level Wealth Management LLC Level Wealth Management LLC | 1,069 | $310,707.83 | $289,314.17 | -$21,393.66 | -6.89% |
Melissa Flynn MCCARTER PRIVATE WEALTH SERVICES LLC | 1,569 | $480,067.53 | $429,835.39 | -$50,232.14 | -10.46% |
Taryn Anderson YANKCOM Partnership | 6,317 | $1.83M | $1.71M | -$120,825.77 | -6.6% |
Andrew Snider Maiden Cove Capital, LLC | 1,366 | $348,111.44 | $369,694.25 | $21,582.81 | 6.2% |
David Levy Diversified Enterprises LLC | 7,333 | $2.23M | $1.98M | -$250,084.97 | -11.19% |
Pines Wealth Management LLC Pines Wealth Management LLC | 4,479 | $1.27M | $1.21M | -$58,224.86 | -4.58% |
Matthew Riley Hickory Point Bank & Trust | 1,110 | $325,449.59 | $300,410.41 | -$25,039.18 | -7.69% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 842 | $245,807.85 | $227,878.89 | -$17,928.96 | -7.29% |
Code Waechter LLC Code Waechter LLC | 819 | $248,356.13 | $221,654.17 | -$26,701.96 | -10.75% |