| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carol Somoano Asset Planning Inc. | 12,799 | $3.71M | $3.46M | -$248,227.5 | -6.69% |
REAP Financial Group LLC REAP Financial Group LLC | 734 | $221,136.85 | $198,649.77 | -$22,487.08 | -10.17% |
| RIG R.H. Investment Group LLC R.H. Investment Group LLC | 12,294 | $3.56M | $3.37M | -$189,480.63 | -5.32% |
Vantage Point Financial LLC Vantage Point Financial LLC | 2,430 | $706,102.67 | $662,976.88 | -$43,125.79 | -6.11% |
VestGen Advisors LLC VestGen Advisors LLC | 26,540 | $8.24M | $7.26M | -$972,674.18 | -11.81% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 1,200 | $325,808.73 | $324,768.01 | -$1,040.72 | -0.32% |
Mark T. Williams InvesTrust | 12,445 | $3.61M | $3.37M | -$238,051.48 | -6.6% |
Allyson Mickool Florida Financial Advisors LLC | 1,544 | $470,312.25 | $423,804.82 | -$46,507.43 | -9.89% |
Grant Reeves CVFG LLC | 6,388 | $1.99M | $1.75M | -$236,745.84 | -11.93% |
| CAL Caxton Associates LLP Caxton Associates LLP | 19,653 | $5.34M | $5.36M | $22,046.04 | 0.41% |
Scott Arwin Ring Mountain Capital LLC | 980 | $297,889.64 | $268,245.6 | -$29,644.04 | -9.95% |
Elizabeth Arce Sovran Advisors LLC | 3,471 | $1.01M | $939,391.47 | -$73,372.78 | -7.24% |
Westmount Partners LLC Westmount Partners LLC | 2,245 | $603,967.63 | $607,586.82 | $3,619.19 | 0.6% |
| EJK Edward J. King Graney & King LLC | 20 | $5,441 | $5,489.7 | $48.7 | 0.9% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 45 | $13,085.6 | $12,178.8 | -$906.8 | -6.93% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 6,302 | $1.83M | $1.73M | -$96,960.16 | -5.31% |
| ARH Alex R. Hansen Arrien Investments Inc. | 2,683 | $749,924.85 | $726,127.15 | -$23,797.7 | -3.17% |
| MP Marcus Pimentel SLT Holdings LLC | 2,281 | $706,523.41 | $617,329.86 | -$89,193.55 | -12.62% |
Bradley Wilson Crews Bank & Trust | 7,211 | $2.09M | $1.95M | -$138,878.19 | -6.64% |
SummitTX Capital LP SummitTX Capital LP | 2,447 | $747,876.63 | $667,615.01 | -$80,261.62 | -10.73% |