| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Todd Arthur Gomes Sonoma Allocations LLC | 3,499 | $984,058.76 | $470,423.05 | -$513,635.71 | -52.2% |
Bonnie Courtney Cambridge Financial Group LLC | 1,708 | $223,120.29 | $225,763.44 | $2,643.15 | 1.18% |
Vickie Gutierrez American National Bank of Texas | 1,900 | $527,017.94 | $253,498 | -$273,519.94 | -51.9% |
Matthew Jenkins GatePass Capital LLC | 2,676 | $520,787.2 | $349,030.68 | -$171,756.52 | -32.98% |
Torrey Growth & Income Advisors Torrey Growth & Income Advisors | 53,400 | $15.02M | $7.16M | -$7.86M | -52.34% |
Basepoint Wealth LLC Basepoint Wealth LLC | 441 | $71,266.11 | $56,946.33 | -$14,319.78 | -20.09% |
United Financial Planning Group LLC United Financial Planning Group LLC | 1,452 | $283,009.2 | $186,879.66 | -$96,129.54 | -33.97% |
Invested Advisors Invested Advisors | 1,473 | $405,279.81 | $194,509.65 | -$210,770.16 | -52.01% |
Plan A Wealth LLC Plan A Wealth LLC | 2,803 | $596,900.65 | $363,580.21 | -$233,320.44 | -39.09% |
Berman McAleer LLC Berman McAleer LLC | 3,002 | $831,891.44 | $384,946.46 | -$446,944.98 | -53.73% |
Jon Borer Capitolis Liquid Global Markets LLC | 259,900 | $38.93M | $33.63M | -$5.3M | -13.61% |
Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 6,267 | $1.76M | $814,459.32 | -$948,071.39 | -53.79% |
Manske Wealth Management Manske Wealth Management | 1,614 | $251,757.74 | $210,062.1 | -$41,695.64 | -16.56% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 2,092 | $539,155.84 | $268,508.2 | -$270,647.64 | -50.2% |
Sarah Byrd Alpha Advisors LLC/VA | 6,376 | $1.07M | $850,685.92 | -$216,402.64 | -20.28% |
Jesper Lorenzen Danica Pension Livsforsikringsaktieselskab | 299,155 | $43.91M | $39.02M | -$4.9M | -11.15% |
Kepler Cheuvreux (Suisse) SA Kepler Cheuvreux (Suisse) SA | 87,008 | $12.75M | $11.42M | -$1.33M | -10.47% |
Steve Erken Maxele Advisors LLC | 1,738 | $289,885.05 | $233,795.76 | -$56,089.29 | -19.35% |
Shuttleworth & Co Shuttleworth & Co | 14,315 | $3.95M | $1.91M | -$2.04M | -51.7% |
Eric C. Jansen Finivi Inc. | 3,576 | $566,336.45 | $480,685.92 | -$85,650.53 | -15.12% |