| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bayforest Capital Ltd. Bayforest Capital Ltd. | 223 | $31,958.41 | $33,255.99 | $1,297.58 | 4.06% |
Carol Somoano Asset Planning Inc. | 9,248 | $1.55M | $1.38M | -$164,781.71 | -10.64% |
REAP Financial Group LLC REAP Financial Group LLC | 2,417 | $376,765.43 | $360,447.21 | -$16,318.22 | -4.33% |
| RIG R.H. Investment Group LLC R.H. Investment Group LLC | 26,326 | $4.4M | $3.89M | -$514,438.79 | -11.68% |
| CSI Clark & Stuart Inc. Clark & Stuart Inc. | 8,010 | $1.34M | $1.18M | -$159,679.3 | -11.89% |
Kay Dee Cole Clarity Wealth Development LLC | 2,753 | $438,315.4 | $406,659.39 | -$31,656.01 | -7.22% |
Brian Griffin Friday Financial | 2,147 | $327,954 | $317,144.1 | -$10,809.9 | -3.3% |
| PWP Prasad Wealth Partners LLC Prasad Wealth Partners LLC | 2,300 | $338,510.34 | $344,183.5 | $5,673.16 | 1.68% |
Vantage Point Financial LLC Vantage Point Financial LLC | 5,438 | $912,484.08 | $813,769.51 | -$98,714.57 | -10.82% |
Lyn Dippel Curio Wealth LLC | 617 | $97,305.97 | $92,013.21 | -$5,292.76 | -5.44% |
| AAS ABC Arbitrage SA ABC Arbitrage SA | 1,663 | $240,204 | $248,019.82 | $7,815.82 | 3.25% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 7,640 | $1.2M | $1.14M | -$53,110.1 | -4.44% |
Pollock Investment Advisors LLC Pollock Investment Advisors LLC | 4,037 | $676,803.41 | $595,820.83 | -$80,982.58 | -11.97% |
VestGen Advisors LLC VestGen Advisors LLC | 33,342 | $5.54M | $4.97M | -$571,883.95 | -10.32% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 2,500 | $405,981.26 | $368,975 | -$37,006.26 | -9.12% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 21,118 | $3.54M | $3.16M | -$379,803.3 | -10.73% |
Mark T. Williams InvesTrust | 16,332 | $2.73M | $2.41M | -$322,017.49 | -11.78% |
Allyson Mickool Florida Financial Advisors LLC | 5,378 | $820,700.79 | $804,790.81 | -$15,909.98 | -1.94% |
Grant Reeves CVFG LLC | 9,033 | $1.4M | $1.35M | -$45,823.78 | -3.28% |
Tony Edwards BankPlus Wealth Management LLC | 8,128 | $1.36M | $1.21M | -$145,709.44 | -10.73% |