| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David A Rozenson Fairscale Capital, LLC | 1,382 | $239,663.38 | $203,071.08 | -$36,592.3 | -15.27% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,266 | $332,082.3 | $294,285.42 | -$37,796.88 | -11.38% |
| FFI FRANK FRIEDLER, III FreeGulliver LLC | 3,047 | $599,348.45 | $443,277.56 | -$156,070.89 | -26.04% |
Rana Choubah Meridian Financial Advisors, LLC | 1,383 | $301,433.44 | $179,610.21 | -$121,823.23 | -40.41% |
Adam Jordan Paul R. Ried Financial Group, LLC | 3,325 | $550,520.06 | $431,817.75 | -$118,702.31 | -21.56% |
Jane King Fairfield Financial Advisors, LTD | 2,575 | $541,055.42 | $374,611 | -$166,444.42 | -30.76% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 1,641 | $261,882.16 | $241,128.54 | -$20,753.62 | -7.92% |
Chad Warrick Summit Wealth Partners, LLC | 8,885 | $1.2M | $1.15M | -$47,946.19 | -3.99% |
| TAL TPG Advisors LLC TPG Advisors LLC | 2,386 | $475,853.83 | $309,869.82 | -$165,984.01 | -34.88% |
Eric Schmid Ted Buchan & Co | 2,056 | $216,764.04 | $267,012.72 | $50,248.68 | 23.18% |
| AFI Aviso Financial Inc. Aviso Financial Inc. | 20,766 | $3.78M | $3.18M | -$594,056.28 | -15.73% |
Lifewealth Investments LLC LifeWealth Investments, LLC | 3,016 | $569,703.33 | $391,687.92 | -$178,015.41 | -31.25% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 3,175 | $678,294.17 | $459,501.87 | -$218,792.3 | -32.26% |
| WBW William B. Walkup & Associates Inc. William B. Walkup & Associates, Inc. | 20 | $2,824 | $2,597.4 | -$226.6 | -8.02% |
Christopher Plummer PROMETHIUM ADVISORS,LLC | 2,811 | $478,994.52 | $406,821.97 | -$72,172.55 | -15.07% |
Greg Reidy Granite FO LLC | 42 | $7,157 | $5,454.54 | -$1,702.46 | -23.79% |
Ben Warren Tumwater Wealth Management, LLC | 2,057 | $342,778.2 | $267,142.59 | -$75,635.61 | -22.07% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,918 | $1.02M | $907,111.04 | -$108,548.83 | -10.69% |
Mai Ly Kwan NORTH DALLAS BANK & TRUST CO | 8,584 | $1.86M | $1.11M | -$740,486.42 | -39.91% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 577 | $93,324.7 | $74,934.99 | -$18,389.71 | -19.71% |