| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 24,697 | $3.91M | $3.21M | -$705,202.78 | -18.02% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 1,864 | $396,187.58 | $242,077.68 | -$154,109.9 | -38.9% |
Mark Fonville Fonville Wealth Management LLC | 2,726 | $591,274.61 | $354,025.62 | -$237,248.99 | -40.13% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 6,191 | $864,478.01 | $931,869.32 | $67,391.31 | 7.8% |
| MG Melissa Glennie Capital Management Associates, Inc | 20,415 | $4.06M | $2.65M | -$1.41M | -34.75% |
Anthony Blagrove Traveka Wealth, LLC | 1,991 | $369,284.6 | $258,571.17 | -$110,713.43 | -29.98% |
Julie Beswick Advantage Trust Co | 1,557 | $241,931.69 | $202,207.59 | -$39,724.1 | -16.42% |
Cody Gehman Stonebridge Financial Group, LLC | 21,058 | $4.82M | $2.73M | -$2.08M | -43.23% |
Wayne Atkins VCI Wealth Management LLC | 13,885 | $2.24M | $2.01M | -$228,597.98 | -10.21% |
Curtis Burkholder Bare Financial Services, Inc | 175 | $27,887.68 | $22,727.25 | -$5,160.43 | -18.5% |
Keisuke Ichihara Rakuten Securities, Inc. | 12,915 | $3.02M | $1.98M | -$1.04M | -34.4% |
Joshua Stipcich Tidemark, LLC | 486 | $67,332.43 | $71,412.84 | $4,080.41 | 6.06% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 18,371 | $2.95M | $2.39M | -$562,925.32 | -19.09% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 2,248 | $237,007 | $291,947.76 | $54,940.76 | 23.18% |
Melissa Phillips EAGLE WEALTH STRATEGIES LLC | 4,495 | $655,431 | $583,765.65 | -$71,665.35 | -10.93% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 21,053 | $2.3M | $2.73M | $433,401.57 | 18.84% |
Wynn Capital LLC Wynn Capital, LLC | 17,788 | $1.89M | $2.31M | $423,369.06 | 22.44% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 146 | $30,041.47 | $18,961.02 | -$11,080.45 | -36.88% |
RENEE BRUNNER Elite Life Management LLC | 2,137 | $439,015.18 | $308,561.43 | -$130,453.75 | -29.72% |
Christy Clarin Portfolio Design Labs, LLC | 14,192 | $2.05M | $2.06M | $17,621.38 | 0.86% |