| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elizabeth Arce Sovran Advisors LLC | 8,194 | $1.29M | $1.23M | -$62,496.56 | -4.85% |
Westmount Partners LLC Westmount Partners LLC | 15,517 | $2.32M | $2.32M | -$3,238.5 | -0.14% |
| EJK Edward J. King Graney & King LLC | 1,952 | $327,277.03 | $291,989.92 | -$35,287.11 | -10.78% |
| KGL Kieckhefer Group LLC Kieckhefer Group LLC | 1,850 | $303,852.62 | $275,890.5 | -$27,962.12 | -9.2% |
| JB Jeff Burrow Sierra Ocean LLC | 1,731 | $282,505.31 | $258,931.63 | -$23,573.68 | -8.34% |
| RMB Robert M. Bonine Lifelong Wealth Advisors Inc. | 2,017 | $334,886.14 | $301,712.94 | -$33,173.2 | -9.91% |
Nova Wealth Management Inc. Nova Wealth Management Inc. | 217 | $33,920.76 | $32,459.94 | -$1,460.82 | -4.31% |
| JJ Jason Jager Inman Jager Wealth Management LLC | 12,051 | $1.97M | $1.78M | -$191,176.54 | -9.71% |
Bradley Wilson Crews Bank & Trust | 11,078 | $1.85M | $1.66M | -$187,934.91 | -10.18% |
| PW Potentia Wealth Potentia Wealth | 1,980 | $331,947.2 | $292,228.2 | -$39,719 | -11.97% |
SummitTX Capital LP SummitTX Capital LP | 20,742 | $2.97M | $3.11M | $133,578.38 | 4.49% |
GKV Capital Management Co. Inc. GKV Capital Management Co. Inc. | 400 | $63,727.99 | $59,900 | -$3,827.99 | -6.01% |
Camaron Barta BXM Wealth LLC | 4,605 | $659,942.55 | $689,598.75 | $29,656.2 | 4.49% |
| LS Laura Steagall-Cissell Veridan Wealth LLC | 2,406 | $381,477.51 | $355,101.54 | -$26,375.97 | -6.91% |
| KS Katherine Simmonds Conquis Financial LLC | 401 | $67,200.2 | $59,183.59 | -$8,016.61 | -11.93% |
| RN Ron New Whipplewood Advisors LLC | 485 | $75,838.93 | $72,628.75 | -$3,210.18 | -4.23% |
| KDS Kurt D. Schrader Carbahal Olsen Financial Services Group LLC | 2,130 | $357,095 | $314,366.7 | -$42,728.3 | -11.97% |
| BFL Baring Financial LLC Baring Financial LLC | 2,226 | $371,043.69 | $333,054.12 | -$37,989.57 | -10.24% |
Siligmueller & Norvid Wealth Advisors LLC Siligmueller & Norvid Wealth Advisors LLC | 1,600 | $246,505 | $236,144 | -$10,361 | -4.2% |
| BBD BLI - Banque de Luxembourg Investments BLI - Banque de Luxembourg Investments | 130,981 | $20.36M | $19.61M | -$747,165 | -3.67% |