| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Richert Clayton Financial Group LLC | 231 | $29,994 | $29,270.01 | -$723.99 | -2.41% |
Christopher Griffith Stablepoint Partners, LLC | 18,566 | $2.37M | $2.35M | -$13,368.97 | -0.57% |
Jonathan Chatfield LM Advisors LLC | 1,785 | $235,691.63 | $227,587.5 | -$8,104.13 | -3.44% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 1,587 | $214,991 | $200,882.46 | -$14,108.54 | -6.56% |
Alan Gilmore Private Wealth Management Group, LLC | 181 | $23,430.73 | $22,976.14 | -$454.59 | -1.94% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 6,422 | $852,171.3 | $817,392.16 | -$34,779.14 | -4.08% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 109,452 | $13.52M | $13.89M | $376,770.58 | 2.79% |
Elizabeth Urish UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC | 1,473 | $194,701.14 | $186,290.31 | -$8,410.83 | -4.32% |
Anne Wright Lummis Asset Management, LP | 14 | $1,792.7 | $1,786.26 | -$6.44 | -0.36% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1 | $135 | $125.46 | -$9.54 | -7.07% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,863 | $1.01M | $983,504.04 | -$27,271.1 | -2.7% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 8,149 | $921,391.9 | $1.03M | $108,886.17 | 11.82% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 126 | $15,678.43 | $15,838.2 | $159.77 | 1.02% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 1,090 | $122,746.37 | $138,364.6 | $15,618.23 | 12.72% |
Angela Pompian Sunpointe, LLC | 3,265 | $398,692.85 | $413,381.65 | $14,688.8 | 3.68% |
Kyle Jones Pineridge Advisors LLC | 42 | $5,598.52 | $5,311.74 | -$286.78 | -5.12% |
Raul Isern ATLANTIC FAMILY WEALTH, LLC | 2,405 | $260,330.21 | $307,395.07 | $47,064.86 | 18.08% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 4,245 | $557,920.82 | $535,506.75 | -$22,414.07 | -4.02% |
Ashley Meredith Abel Hall, LLC | 3,958 | $505,714.06 | $506,050.09 | $336.03 | 0.07% |
Emma M. Wyman ABLES, IANNONE, MOORE & ASSOCIATES, INC. | 2,080 | $231,489.46 | $265,314.4 | $33,824.94 | 14.61% |