| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen Schrum Schrum Private Wealth Management LLC | 3,973 | $752,075.25 | $583,792.62 | -$168,282.63 | -22.38% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 4,199 | $445,434.57 | $545,324.13 | $99,889.56 | 22.43% |
Kristofer Gray Integrity Financial Corp. /WA | 1,468 | $215,957.48 | $190,649.16 | -$25,308.32 | -11.72% |
Jesse Rodrigue Fortune 45 LLC | 3,748 | $650,213.84 | $542,429.3 | -$107,784.54 | -16.58% |
David T. Morgan High Net Worth Advisory Group LLC | 2,306 | $283,048.31 | $299,480.22 | $16,431.91 | 5.81% |
Katie Christensen iSAM Funds UKK) Ltd | 1,700 | $249,135 | $260,576 | $11,441 | 4.59% |
Kristen Williams Athena Investment Management | 2,028 | $167,679.96 | $292,822.92 | $125,142.96 | 74.63% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,407 | $202,359.35 | $312,597.09 | $110,237.74 | 54.48% |
Jaimie Palmer Beacon Capital Management LLC | 4,046 | $714,434.53 | $525,454.02 | -$188,980.51 | -26.45% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 1,899 | $259,225.62 | $246,623.13 | -$12,602.49 | -4.86% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,187 | $314,070.48 | $284,025.69 | -$30,044.79 | -9.57% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 9,878 | $1.95M | $1.28M | -$667,416.39 | -34.22% |
Molly Crider Walker Asset Management LLC | 5,578 | $416,724.08 | $724,414.86 | $307,690.78 | 73.84% |
David K. Balsdon Harvest Portfolios Group Inc. | 379,067 | $65.17M | $58.1M | -$7.07M | -10.85% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 12,574 | $2M | $1.85M | -$156,754.68 | -7.82% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 1,998 | $413,887.16 | $259,480.26 | -$154,406.9 | -37.31% |
Mark Ledingham KEYSTONE INVESTORS PTE Ltd. | 41,603 | $7.03M | $6.25M | -$773,999.28 | -11.01% |
Mark Fiskio Empirical Asset Management LLC | 4,474 | $658,170.14 | $657,409.56 | -$760.58 | -0.12% |
Timothy Gerlach Novem Group | 3,460 | $527,357.36 | $449,350.2 | -$78,007.16 | -14.79% |
Jim Clark Worth Asset Management LLC | 8,295 | $1.22M | $1.08M | -$138,360.6 | -11.38% |