| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 364 | $268,426.65 | $226,764.72 | -$41,661.93 | -15.52% |
| PB Paul Barry Stark Wealth Management LLC | 477 | $280,035.84 | $297,161.46 | $17,125.62 | 6.12% |
| NWM Nova Wealth Management Inc. Nova Wealth Management Inc. | 209 | $154,462.2 | $130,202.82 | -$24,259.38 | -15.71% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 432 | $261,012.4 | $269,127.36 | $8,114.96 | 3.11% |
| JS Jeffrey Socha Entrewealth LLC | 366 | $258,496.62 | $228,010.68 | -$30,485.94 | -11.79% |
| MP Marcus Pimentel SLT Holdings LLC | 2,685 | $1.6M | $1.67M | $76,314.88 | 4.78% |
| BW Bradley Wilson Crews Bank & Trust | 1,472 | $861,870.64 | $917,026.56 | $55,155.92 | 6.4% |
| PW Potentia Wealth Potentia Wealth | 7,608 | $4.89M | $4.74M | -$152,987.5 | -3.13% |
| SCL SummitTX Capital LP SummitTX Capital LP | 7,879 | $4.89M | $4.91M | $21,793.59 | 0.45% |
| GCM GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 2,756 | $1.93M | $1.72M | -$217,775.32 | -11.26% |
| CB Camaron Barta BXM Wealth LLC | 1,510 | $996,735.9 | $940,699.8 | -$56,036.1 | -5.62% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 795 | $561,898.37 | $495,269.1 | -$66,629.27 | -11.86% |
| KS Katherine Simmonds Conquis Financial LLC | 77 | $45,084.27 | $47,969.46 | $2,885.19 | 6.4% |
| WAL Wilmar Advisors LLC Wilmar Advisors LLC | 9,500 | $5.56M | $5.92M | $355,965 | 6.4% |
| RN Ron New Whipplewood Advisors LLC | 541 | $312,073.25 | $337,032.18 | $24,958.93 | 8% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 727 | $448,640.31 | $452,906.46 | $4,266.15 | 0.95% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 428 | $250,971.46 | $266,635.44 | $15,663.98 | 6.24% |
| JB Joshalyn Baca TigerOak Management LLC | 577 | $352,066.66 | $359,459.46 | $7,392.8 | 2.1% |
| BFL Baring Financial LLC Baring Financial LLC | 879 | $531,394.28 | $547,599.42 | $16,205.14 | 3.05% |
| SNW Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,080 | $737,855.01 | $672,818.4 | -$65,036.61 | -8.81% |