| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,414 | $466,670.24 | $467,376.6 | $706.36 | 0.15% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 48 | $8,089.92 | $6,573.6 | -$1,516.32 | -18.74% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 565 | $87,197.57 | $76,789.15 | -$10,408.42 | -11.94% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 2,633 | $369,819.19 | $359,018.5 | -$10,800.69 | -2.92% |
Justin Fulmer Shelton Wealth Management LLC | 6,112 | $1.03M | $840,430.56 | -$189,685.92 | -18.41% |
Dominic Corabi Wedmont Private Capital | 1,936 | $278,336.51 | $265,048.08 | -$13,288.43 | -4.77% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 11 | $1,501.5 | $1,506.59 | $5.09 | 0.34% |
Li Peng China Universal Asset Management Co. Ltd. | 16,003 | $2.02M | $2.18M | $153,621.69 | 7.6% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 997 | $142,824.23 | $135,646.83 | -$7,177.4 | -5.03% |
Jennifer Carlson Gould Capital LLC | 9,390 | $1.58M | $1.28M | -$300,526.95 | -18.99% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,355 | $326,701.94 | $320,727.45 | -$5,974.49 | -1.83% |
Ana-Maria Ignat Covestor Ltd | 748 | $107,284.84 | $102,438.6 | -$4,846.24 | -4.52% |
W. Travis McKinney HB Wealth Management LLC | 7,323 | $1M | $1M | $1,895.54 | 0.19% |
Jeremy Baltz Raleigh Capital Management Inc. | 34 | $5,730.36 | $4,620.6 | -$1,109.76 | -19.37% |
William Jollie Quent Capital LLC | 130 | $18,269.7 | $17,803.5 | -$466.2 | -2.55% |
Missy Straw Nilsine Partners LLC | 10,013 | $1.41M | $1.37M | -$47,273.9 | -3.35% |
Robert Glass AlphaCentric Advisors LLC | 9,727 | $1.26M | $1.33M | $62,892.27 | 4.98% |
James Peterson Nearwater Capital Markets Ltd. | 155,000 | $26.12M | $21.21M | -$4.91M | -18.81% |
| KJ Ken Joseph Braidwel LLP | 336,171 | $37.39M | $45.84M | $8.45M | 22.59% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 305 | $33,733 | $41,467.22 | $7,734.22 | 22.93% |