| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 3 | $649.8 | $561.15 | -$88.65 | -13.64% |
Andrew Burkey Joseph Group Capital Management | 94 | $19,173.2 | $17,564.84 | -$1,608.36 | -8.39% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,173 | $254,071.81 | $219,057.75 | -$35,014.06 | -13.78% |
James Langer Redmont Wealth Advisors LLC | 24 | $3,895.2 | $4,490.88 | $595.68 | 15.29% |
Bill McVay Red Tortoise LLC | 38 | $5,391.82 | $7,097.26 | $1,705.44 | 31.63% |
W. Travis McKinney HB Wealth Management LLC | 12,630 | $2.09M | $2.39M | $295,072 | 14.12% |
William Jollie Quent Capital LLC | 1,154 | $163,116.94 | $217,967.52 | $54,850.58 | 33.63% |
Dalila Toledo Ascent Group LLC | 6,150 | $888,313.82 | $1.15M | $260,690.68 | 29.35% |
Ed West Values First Advisors Inc. | 76 | $14,850.4 | $14,292.94 | -$557.46 | -3.75% |
Daniel Ronan Catalyst Financial Partners LLC | 1,256 | $245,422.71 | $234,758.96 | -$10,663.75 | -4.35% |
Craig Johnsen Fortitude Advisory Group LLC | 1,561 | $223,158.99 | $294,841.68 | $71,682.69 | 32.12% |
Edward Lowndes Angeles Wealth Management LLC | 2,582 | $462,061.96 | $482,188.5 | $20,126.54 | 4.36% |
James M. Perkins Quantum Private Wealth LLC | 2,470 | $442,362.84 | $468,015.6 | $25,652.76 | 5.8% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 45 | $7,942.68 | $8,464.27 | $521.59 | 6.57% |
CJ Harrison DecisionPoint Financial LLC | 4 | $872 | $755.52 | -$116.48 | -13.36% |
| JG John Ginter Callan Family Office LLC | 6,123 | $1.05M | $1.15M | $106,798.78 | 10.21% |
Mark Mowrey Signature Resources Capital Management LLC | 21 | $4,103 | $3,925.42 | -$177.58 | -4.33% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 149,275 | $32.33M | $27.98M | -$4.35M | -13.46% |
Anita Woodhouse V-Square Quantitative Management LLC | 3,990 | $628,912.83 | $753,631.2 | $124,718.37 | 19.83% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 59,777 | $12.74M | $11.17M | -$1.57M | -12.31% |