| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 135 | $9,639 | $9,526.95 | -$112.05 | -1.16% |
Allyson Mickool Florida Financial Advisors LLC | 12,319 | $1.24M | $869,351.83 | -$375,536.1 | -30.17% |
Grant Reeves CVFG LLC | 80,110 | $7.72M | $5.65M | -$2.07M | -26.76% |
Scott Arwin Ring Mountain Capital LLC | 18,611 | $2.23M | $1.35M | -$876,529.06 | -39.32% |
Elizabeth Arce Sovran Advisors LLC | 20,988 | $2.01M | $1.48M | -$526,040.54 | -26.21% |
Westmount Partners LLC Westmount Partners LLC | 29,412 | $1.09M | $2.08M | $989,965.75 | 91.19% |
| EJK Edward J. King Graney & King LLC | 1,307 | $118,348.99 | $92,234.99 | -$26,114 | -22.07% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 42,550 | $3.84M | $3.1M | -$740,626.39 | -19.28% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 1,361 | $142,589.3 | $96,045.77 | -$46,543.53 | -32.64% |
| JS Jeffrey Socha Entrewealth LLC | 4,833 | $353,948.7 | $341,064.81 | -$12,883.89 | -3.64% |
| MP Marcus Pimentel SLT Holdings LLC | 5,660 | $393,823 | $410,972.6 | $17,149.6 | 4.35% |
Bradley Wilson Crews Bank & Trust | 1,640 | $151,590.26 | $115,734.8 | -$35,855.46 | -23.65% |
| PW Potentia Wealth Potentia Wealth | 5,017 | $440,240.66 | $364,914.51 | -$75,326.15 | -17.11% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 34,556 | $2.48M | $2.51M | $36,073.87 | 1.46% |
| KS Katherine Simmonds Conquis Financial LLC | 50 | $4,456.45 | $3,634.25 | -$822.2 | -18.45% |
| RN Ron New Whipplewood Advisors LLC | 163 | $15,672.49 | $11,502.91 | -$4,169.58 | -26.6% |
| JB Joshalyn Baca TigerOak Management LLC | 3,697 | $349,898.22 | $260,897.29 | -$89,000.93 | -25.44% |
| BFL Baring Financial LLC Baring Financial LLC | 2,984 | $335,524.59 | $217,518.68 | -$118,005.91 | -35.17% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,770 | $212,208.84 | $124,908.9 | -$87,299.94 | -41.14% |
Cache Advisors LLC Cache Advisors LLC | 109,850 | $12.81M | $7.75M | -$5.06M | -39.48% |