| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 122 | $18,010.24 | $17,026.32 | -$983.92 | -5.46% |
Christian Scharosch 1248 Management, LLC | 259 | $39,734.49 | $35,923.3 | -$3,811.19 | -9.59% |
Sharon Allen Sterling Wealth Management, Inc. | 8,524 | $1.46M | $1.19M | -$271,189.31 | -18.56% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 31,893 | $4.42M | $4.45M | $26,256.68 | 0.59% |
Amy Taylor Pingora Partners LLC | 2,383 | $405,788.84 | $335,502.55 | -$70,286.29 | -17.32% |
Michael Herman Apollon Financial, LLC | 1,874 | $269,153.06 | $261,535.44 | -$7,617.62 | -2.83% |
Kelly Richert Clayton Financial Group LLC | 6,230 | $875,831.3 | $869,458.8 | -$6,372.5 | -0.73% |
Christopher Griffith Stablepoint Partners, LLC | 48,466 | $7.91M | $6.76M | -$1.15M | -14.52% |
Adam Hill Bey-Douglas LLC | 2,708 | $434,886.28 | $377,928.48 | -$56,957.8 | -13.1% |
Jennifer Milam Mustard Seed Financial, LLC | 3,121 | $528,701.38 | $434,131.13 | -$94,570.25 | -17.89% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,877 | $271,334.13 | $261,954.12 | -$9,380.01 | -3.46% |
Alan Gilmore Private Wealth Management Group, LLC | 21 | $3,270.63 | $2,930.76 | -$339.87 | -10.39% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 1,879 | $319,027.78 | $262,233.24 | -$56,794.54 | -17.8% |
David P. Cushing nVerses Capital, LLC | 2,714 | $421,457 | $378,765.84 | -$42,691.16 | -10.13% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 4,088 | $688,082.24 | $570,521.28 | -$117,560.96 | -17.09% |
David Novak Novak & Powell Financial Services, Inc. | 1,772 | $265,346.59 | $244,057.56 | -$21,289.03 | -8.02% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 223,055 | $34.55M | $30.94M | -$3.61M | -10.46% |
Angela Mari Abich Financial Wealth Management LLC | 267 | $37,497 | $37,262.52 | -$234.48 | -0.63% |
Anne Wright Lummis Asset Management, LP | 17,192 | $2.74M | $2.4M | -$343,337.95 | -12.52% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 14,011 | $2.1M | $1.95M | -$155,722.7 | -7.4% |