| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 539 | $967,322.76 | $978,670.38 | $11,347.62 | 1.17% |
John Swift Benchmark Investment Advisors LLC | 304 | $710,429.76 | $560,256.8 | -$150,172.96 | -21.14% |
| WTM W. Travis McKinney HB Wealth Management LLC | 326 | $644,862.56 | $605,546.63 | -$39,315.93 | -6.1% |
| RM Russell Mohberg Regatta Capital Group LLC | 339 | $497,675 | $629,865.39 | $132,190.39 | 26.56% |
| MM Mike Meixler Meixler Investment Management Ltd. | 371 | $727,201.5 | $689,321.71 | -$37,879.79 | -5.21% |
Courtney Lawson Autumn Glory Partners LLC | 146 | $356,322.21 | $271,269.46 | -$85,052.75 | -23.87% |
Jeremy Baltz Raleigh Capital Management Inc. | 2 | $3,458.04 | $3,715.01 | $256.97 | 7.43% |
Allison Tronnes Forum Financial Management LP | 194 | $343,774.04 | $360,355.97 | $16,581.93 | 4.82% |
| EHD Edward Henrique de SA Milestones Administradora de Recursos Ltda. | 7,151 | $15.65M | $13.29M | -$2.37M | -15.13% |
| LWL Leo Wealth LLC Leo Wealth LLC | 642 | $1.29M | $1.19M | -$100,144.63 | -7.75% |
| WJ William Jollie Quent Capital LLC | 47 | $76,892.76 | $86,950.47 | $10,057.71 | 13.08% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 571 | $970,157.11 | $1.06M | $90,766.6 | 9.36% |
Marc H. Stone Tyler-Stone Wealth Management | 86 | $224,772.18 | $159,745.43 | -$65,026.75 | -28.93% |
| SD Stephen Dunnaway Brown Shipley& Co Ltd | 56 | $96,107.01 | $101,680.04 | $5,573.03 | 5.8% |
Michael Byun SageView Advisory Group LLC | 92 | $237,687.13 | $170,200.92 | -$67,486.21 | -28.39% |
Brian Clay Clay Northam Wealth Management LLC | 527 | $975,512.31 | $978,905.13 | $3,392.82 | 0.35% |
| TK Taro Kuriyama Axq Capita LLP | 668 | $1.15M | $1.24M | $82,418.2 | 7.14% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 251 | $468,665.78 | $463,235.56 | -$5,430.22 | -1.16% |
Christopher M. Marks Sterling Investment Counsel LLC | 431 | $800,796.4 | $797,354.31 | -$3,442.09 | -0.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 533 | $906,334.52 | $994,114.29 | $87,779.77 | 9.69% |