| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kristofer Gray Integrity Financial Corp. /WA | 4,194 | $359,555.52 | $300,751.74 | -$58,803.78 | -16.35% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 4,534 | $227,466.19 | $325,133.14 | $97,666.95 | 42.94% |
Samuel Miller Kraft, Davis & Associates LLC | 3,395 | $253,361.29 | $243,455.45 | -$9,905.84 | -3.91% |
Katie Christensen iSAM Funds UKK) Ltd | 3,113 | $299,315 | $223,233.23 | -$76,081.77 | -25.42% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 7,620 | $470,119.44 | $546,430.2 | $76,310.76 | 16.23% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 7,440 | $234,059.9 | $533,522.4 | $299,462.5 | 127.94% |
Jaimie Palmer Beacon Capital Management LLC | 5,519 | $316,569.6 | $395,767.49 | $79,197.89 | 25.02% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,848 | $256,175.3 | $275,940.08 | $19,764.78 | 7.72% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 24,700 | $2.47M | $1.77M | -$698,245.41 | -28.27% |
Adam Grossman Mayport LLC | 4,620 | $170,630.8 | $342,434.4 | $171,803.6 | 100.69% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 4,020 | $272,071.63 | $288,274.2 | $16,202.57 | 5.96% |
Brian Levy West Wealth Group LLC | 5,487 | $546,915.73 | $401,319.18 | -$145,596.55 | -26.62% |
David K. Balsdon Harvest Portfolios Group Inc. | 877,927 | $94.27M | $62.96M | -$31.31M | -33.21% |
Mark Astrinos Libra Wealth LLC | 52,886 | $3.32M | $3.87M | $551,004.92 | 16.61% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 12,325 | $872,315.29 | $883,825.75 | $11,510.46 | 1.32% |
Christopher M. Marks Sterling Investment Counsel LLC | 3,407 | $408,061.65 | $244,315.97 | -$163,745.68 | -40.13% |
Scott Williams Investmark Advisory Group LLC | 5,430 | $371,453.9 | $402,471.6 | $31,017.7 | 8.35% |
Mark Fiskio Empirical Asset Management LLC | 6,276 | $612,723.98 | $450,051.96 | -$162,672.02 | -26.55% |
Timothy Gerlach Novem Group | 23,432 | $2.15M | $1.68M | -$470,284.5 | -21.87% |
Jim Clark Worth Asset Management LLC | 5,089 | $481,100.97 | $364,932.19 | -$116,168.78 | -24.15% |