| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ana-Maria Ignat Covestor Ltd | 217 | $24,583.12 | $49,588.84 | $25,005.72 | 101.72% |
Lonny Elfenbein West Michigan Advisors LLC | 3,376 | $775,838.56 | $748,222.88 | -$27,615.68 | -3.56% |
Sean Reitenbach Prosperity Consulting Group LLC | 501 | $222,844.79 | $110,302.66 | -$112,542.13 | -50.5% |
Kathleen Thornhill Confluence Wealth Services Inc. | 951 | $423,004.79 | $208,944.21 | -$214,060.58 | -50.6% |
W. Travis McKinney HB Wealth Management LLC | 2,752 | $786,799.93 | $628,887.04 | -$157,912.89 | -20.07% |
| LWL Leo Wealth LLC Leo Wealth LLC | 875 | $201,084 | $192,578.75 | -$8,505.25 | -4.23% |
William Jollie Quent Capital LLC | 94 | $13,101.36 | $21,480.88 | $8,379.52 | 63.96% |
Dalila Toledo Ascent Group LLC | 622 | $276,665.59 | $135,409.4 | -$141,256.19 | -51.06% |
Taro Kuriyama Axq Capita LLP | 3,294 | $756,994 | $740,277.09 | -$16,716.91 | -2.21% |
Daniel Ronan Catalyst Financial Partners LLC | 565 | $251,312 | $124,768.95 | -$126,543.05 | -50.35% |
Edward Lowndes Angeles Wealth Management LLC | 917 | $219,765.35 | $201,891.3 | -$17,874.05 | -8.13% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 105 | $10,202.37 | $23,635.5 | $13,433.13 | 131.67% |
Keith Williams 4D Advisors LLC | 11,000 | $4.89M | $2.36M | -$2.53M | -51.76% |
CJ Harrison DecisionPoint Financial LLC | 10 | $1,695.6 | $2,285.2 | $589.6 | 34.77% |
| JG John Ginter Callan Family Office LLC | 4,093 | $539,256.89 | $916,136.19 | $376,879.3 | 69.89% |
Albert Moore First National Advisers LLC | 1,994 | $395,747.64 | $439,098.74 | $43,351.1 | 10.95% |
Anita Woodhouse V-Square Quantitative Management LLC | 111 | $28,734.03 | $25,365.72 | -$3,368.31 | -11.72% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 239 | $24,492.32 | $51,932.31 | $27,439.99 | 112.04% |
Mariana Coli Dunhill Financial LLC | 7 | $1,552.66 | $1,599.64 | $46.98 | 3.03% |
Drew Phillips Fortitude Family Office LLC | 188 | $47,101.3 | $42,961.76 | -$4,139.54 | -8.79% |