| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cortney Cost Kraft Asset Management LLC | 9,467 | $1.05M | $897,140.25 | -$156,170.72 | -14.83% |
Lindsey Seagraves Carson Advisory Inc. | 17,679 | $1.78M | $1.69M | -$92,019.2 | -5.16% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,936 | $339,047.04 | $372,719.52 | $33,672.48 | 9.93% |
Ana-Maria Ignat Covestor Ltd | 183 | $15,763.62 | $17,273.37 | $1,509.75 | 9.58% |
Kathleen Thornhill Confluence Wealth Services Inc. | 2,080 | $209,830.4 | $195,748.8 | -$14,081.6 | -6.71% |
W. Travis McKinney HB Wealth Management LLC | 17,297 | $1.49M | $1.63M | $142,700.25 | 9.58% |
William Jollie Quent Capital LLC | 1,347 | $119,947.99 | $127,143.33 | $7,195.34 | 6% |
| EM Erin Mccann Simplicity Wealth LLC | 8,995 | $774,829.3 | $851,151.87 | $76,322.57 | 9.85% |
Michael Byun SageView Advisory Group LLC | 2,044 | $206,200 | $193,076.24 | -$13,123.76 | -6.36% |
Taro Kuriyama Axq Capita LLP | 12,751 | $1.29M | $1.21M | -$81,160.24 | -6.31% |
Jaimie Palmer Beacon Capital Management LLC | 22,366 | $1.93M | $2.14M | $208,898.44 | 10.84% |
| TL Tradewinds LLC Tradewinds LLC | 11,570 | $1.17M | $1.1M | -$63,982.1 | -5.48% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 37 | $3,733 | $3,502.79 | -$230.21 | -6.17% |
CJ Harrison DecisionPoint Financial LLC | 7 | $647.57 | $660.73 | $13.16 | 2.03% |
| JG John Ginter Callan Family Office LLC | 17,020 | $1.47M | $1.61M | $141,656.84 | 9.63% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 39,761 | $3.41M | $3.77M | $356,418.92 | 10.45% |
Rachel Faulk Cape Investment Advisory Inc. | 21 | $2,118 | $1,982.19 | -$135.81 | -6.41% |
Mariana Coli Dunhill Financial LLC | 34 | $3,004.28 | $3,209.26 | $204.98 | 6.82% |
Drew Phillips Fortitude Family Office LLC | 170 | $15,222.35 | $16,046.3 | $823.95 | 5.41% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,061 | $308,793.68 | $288,131.93 | -$20,661.75 | -6.69% |