| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David McNeely Darden Wealth Group Inc | 3,353 | $491,347.68 | $496,646.36 | $5,298.68 | 1.08% |
| MB Matthieu Balmer Climber Capital SA | 3,434 | $569,700.09 | $506,411.98 | -$63,288.11 | -11.11% |
Christopher Griffith Stablepoint Partners, LLC | 49,683 | $7.4M | $7.44M | $38,111.5 | 0.52% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 6,709 | $1.02M | $993,737.08 | -$29,375.43 | -2.87% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 1,655 | $242,775.36 | $244,062.85 | $1,287.49 | 0.53% |
Jonathan Chatfield LM Advisors LLC | 326 | $54,507.17 | $48,075.22 | -$6,431.95 | -11.8% |
Jennifer Milam Mustard Seed Financial, LLC | 11,117 | $1.63M | $1.64M | $9,197.92 | 0.56% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 3,976 | $642,067.63 | $597,234.96 | -$44,832.67 | -6.98% |
Alan Gilmore Private Wealth Management Group, LLC | 3,521 | $515,805.51 | $525,086.73 | $9,281.22 | 1.8% |
David Novak Novak & Powell Financial Services, Inc. | 9,173 | $1.35M | $1.35M | $7,944.64 | 0.59% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 139 | $21,406.57 | $20,729.07 | -$677.5 | -3.16% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 279,517 | $46.12M | $41.68M | -$4.43M | -9.61% |
Lance Johnson ROI Financial Advisors, LLC | 10,942 | $1.61M | $1.63M | $22,468.73 | 1.4% |
Angela Mari Abich Financial Wealth Management LLC | 590 | $90,709 | $88,505.9 | -$2,203.1 | -2.43% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 2,120 | $314,161.05 | $314,014.4 | -$146.65 | -0.05% |
Anne Wright Lummis Asset Management, LP | 6,700 | $1.09M | $1.01M | -$80,314.58 | -7.39% |
| DWA Duncan Williams Asset Management LLC Duncan Williams Asset Management, LLC | 6,147 | $944,498.77 | $907,389.4 | -$37,109.37 | -3.93% |
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 10,849 | $1.66M | $1.62M | -$43,130.71 | -2.6% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 1,998 | $292,787.04 | $294,934.77 | $2,147.73 | 0.73% |
Alana Parm MORTON COMMUNITY BANK | 23,760 | $3.54M | $3.51M | -$36,217.25 | -1.02% |