| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4.5 | $318.24 | $301.16 | -$17.08 | -5.37% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,910 | $366,146.08 | $398,393.1 | $32,247.02 | 8.81% |
Ana-Maria Ignat Covestor Ltd | 234 | $17,262.21 | $16,073.46 | -$1,188.75 | -6.89% |
W. Travis McKinney HB Wealth Management LLC | 5,404 | $428,237.26 | $371,200.76 | -$57,036.5 | -13.32% |
Taylor Fairman Eagle Rock Investment Company LLC | 20,112 | $1.47M | $1.38M | -$82,726.24 | -5.64% |
Nathan Geraci ETF Store Inc. | 4,008 | $250,900.8 | $274,026.96 | $23,126.16 | 9.22% |
William Jollie Quent Capital LLC | 659 | $51,073.81 | $45,266.71 | -$5,807.1 | -11.37% |
Taro Kuriyama Axq Capita LLP | 31,972 | $2.34M | $2.13M | -$209,577.5 | -8.96% |
James M. Perkins Quantum Private Wealth LLC | 17,351 | $710,696.96 | $1.19M | $477,326.01 | 67.16% |
CJ Harrison DecisionPoint Financial LLC | 6 | $432 | $412.14 | -$19.86 | -4.6% |
| JG John Ginter Callan Family Office LLC | 6,234 | $517,146.99 | $424,815.93 | -$92,331.06 | -17.85% |
Albert Moore First National Advisers LLC | 8,598 | $545,992.95 | $584,921.94 | $38,928.99 | 7.13% |
Anita Woodhouse V-Square Quantitative Management LLC | 348 | $28,133.25 | $23,904.12 | -$4,229.13 | -15.03% |
Rachel Faulk Cape Investment Advisory Inc. | 52 | $3,628.28 | $3,571.88 | -$56.4 | -1.55% |
Mariana Coli Dunhill Financial LLC | 36 | $2,718.61 | $2,472.84 | -$245.77 | -9.04% |
Drew Phillips Fortitude Family Office LLC | 444 | $26,121.23 | $30,498.36 | $4,377.13 | 16.76% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 3,299 | $249,361.01 | $221,775.27 | -$27,585.74 | -11.06% |
Brian Matter Creative Capital Management Investments LLC | 59 | $4,116.43 | $4,052.71 | -$63.72 | -1.55% |
Amy Ardeel Icon Wealth Advisors LLC | 3,629 | $227,200.63 | $244,449.44 | $17,248.81 | 7.59% |
Ashley Buboltz Moran Wealth Management LLC | 202,225 | $13.29M | $13.58M | $287,165.92 | 2.16% |