| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 22 | $2,684.96 | $2,467.52 | -$217.44 | -8.1% |
| WTM W. Travis McKinney HB Wealth Management LLC | 3,305 | $372,241.92 | $367,284.65 | -$4,957.27 | -1.33% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 264 | $35,312.79 | $30,088.08 | -$5,224.71 | -14.8% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,648 | $255,373.12 | $294,272.24 | $38,899.12 | 15.23% |
| RS Robert Sinnaeve SS&H Financial Advisors Inc. | 2,450 | $329,846.5 | $270,406.5 | -$59,440 | -18.02% |
| WJ William Jollie Quent Capital LLC | 45 | $4,497.88 | $4,986.9 | $489.02 | 10.87% |
Joseph J. Costigan apricus wealth LLC | 26,050 | $3.02M | $2.89M | -$128,955.69 | -4.26% |
Michael Byun SageView Advisory Group LLC | 5,832 | $652,607.05 | $646,302.24 | -$6,304.81 | -0.97% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,713 | $267,969.36 | $301,495.69 | $33,526.33 | 12.51% |
| JP James Peterson Nearwater Capital Markets Ltd. | 200,000 | $21.72M | $22.23M | $506,000 | 2.33% |
| TK Taro Kuriyama Axq Capita LLP | 27,373 | $2.65M | $3.03M | $385,306.34 | 14.55% |
Katie Christensen iSAM Funds UKK) Ltd | 4,329 | $417,489 | $479,696.49 | $62,207.49 | 14.9% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10 | $1,184.1 | $1,108.2 | -$75.9 | -6.41% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 305 | $33,454.07 | $34,074.6 | $620.53 | 1.85% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 3,200 | $312,855 | $355,200 | $42,345 | 13.54% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,720 | $267,104 | $295,963.2 | $28,859.2 | 10.8% |
Anita Woodhouse V-Square Quantitative Management LLC | 2,886 | $282,279.54 | $319,884.24 | $37,604.7 | 13.32% |
| HY Hajime Yamamoto Resona Asset Management Co. Ltd. | 25,509 | $3.09M | $2.82M | -$263,215.84 | -8.53% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 16 | $2,048.16 | $1,771.44 | -$276.72 | -13.51% |
Mariana Coli Dunhill Financial LLC | 4 | $391.24 | $442.86 | $51.62 | 13.19% |