| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Edwards IMG Wealth Management, Inc. | 195 | $4,523.95 | $4,492.8 | -$31.15 | -0.69% |
John Bradford Surenkamp SAGE ADVISORS, LLC | 3,958 | $95,774.54 | $91,192.32 | -$4,582.22 | -4.78% |
David A Rozenson Fairscale Capital, LLC | 6,909 | $168,579.6 | $159,183.36 | -$9,396.24 | -5.57% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 7,418 | $182,314.78 | $170,910.72 | -$11,404.06 | -6.25% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 2,623 | $59,961.78 | $60,433.92 | $472.14 | 0.79% |
Rana Choubah Meridian Financial Advisors, LLC | 3,044 | $73,858.56 | $70,133.76 | -$3,724.8 | -5.04% |
Jane King Fairfield Financial Advisors, LTD | 6,925 | $535,474.92 | $159,552 | -$375,922.92 | -70.2% |
Chad Warrick Summit Wealth Partners, LLC | 2,581 | $102,544.17 | $59,466.24 | -$43,077.93 | -42.01% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 85 | $1,972 | $1,958.4 | -$13.6 | -0.69% |
| LIL Lifewealth Investments LLC LifeWealth Investments, LLC | 4,135 | $93,221 | $95,270.4 | $2,049.4 | 2.2% |
| FGS Frederic G Sauer Orion Investment Co | 104,089 | $2.53M | $2.4M | -$128,961.77 | -5.1% |
Laurel Steward Mattson Financial Services, LLC | 22,651 | $536,953.11 | $521,879.04 | -$15,074.07 | -2.81% |
| AWM Ariadne Wealth Management Ariadne Wealth Management, LP | 2,386 | $58,003.66 | $54,973.44 | -$3,030.22 | -5.22% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 16,748 | $371,029.43 | $385,873.92 | $14,844.49 | 4% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 379 | $8,750.29 | $8,732.16 | -$18.13 | -0.21% |
| AIA Accelerate Investment Advisors LLC Accelerate Investment Advisors LLC | 2,668 | $64,859.08 | $61,470.72 | -$3,388.36 | -5.22% |
Dennis Mason VISTA INVESTMENT PARTNERS II, LLC | 2,973 | $69,055.34 | $68,497.92 | -$557.42 | -0.81% |
Jesper Bonnivier Avanza Fonder AB | 13,956 | $332,292.36 | $321,546.24 | -$10,746.12 | -3.23% |
| EM Eric Myers Carrera Capital Advisors | 82,799 | $1.9M | $1.91M | $12,244.77 | 0.65% |
Gregory A. Brown Brown Financial Advisors | 11,497 | $273,882.64 | $264,890.88 | -$8,991.76 | -3.28% |