| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark Fiskio Empirical Asset Management LLC | 520 | $341,062.81 | $284,523.2 | -$56,539.61 | -16.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 57,735 | $14.12M | $32.26M | $18.15M | 128.51% |
| MS Mark Sheppard M & L Capital Management Ltd. | 59,100 | $38.76M | $32.12M | -$6.65M | -17.15% |
Jeffrey Gilbert Balboa Wealth Partners | 638 | $244,609.2 | $348,545.78 | $103,936.58 | 42.49% |
Edward Lowndes Angeles Wealth Management LLC | 1,147 | $279,031.84 | $626,388.17 | $347,356.33 | 124.49% |
James M. Perkins Quantum Private Wealth LLC | 1,094 | $316,021.52 | $605,397.72 | $289,376.2 | 91.57% |
Benjamin Cauley Carr Financial Group Corp. | 502 | $175,811.1 | $277,154.2 | $101,343.1 | 57.64% |
James Rukstalis ESG Planning DBA Harper Investing | 5,147 | $1.97M | $2.84M | $869,405.5 | 44.06% |
David W. Chenet Presidio Capital Management LLC | 341 | $223,658.49 | $188,339.41 | -$35,319.08 | -15.79% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,095 | $712,174.74 | $1.16M | $447,994.36 | 62.91% |
| DAL Drake & Associates LLC Drake & Associates LLC | 355 | $232,840.95 | $198,445 | -$34,395.95 | -14.77% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 8 | $5,247.12 | $4,370.08 | -$877.04 | -16.71% |
CJ Harrison DecisionPoint Financial LLC | 300 | $196,767 | $167,652 | -$29,115 | -14.8% |
Rodrigo Diaz Plan Group Financial LLC | 320 | $209,885 | $175,596.8 | -$34,288.2 | -16.34% |
Mark Mowrey Signature Resources Capital Management LLC | 213 | $74,619.4 | $114,975.27 | $40,355.87 | 54.08% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 1,706 | $761,888.19 | $938,828.86 | $176,940.67 | 23.22% |
Samuel Pressley Ridgepath Capital Management LLC | 1,039 | $233,765 | $572,218.86 | $338,453.86 | 144.78% |
Brendan Corcoran Valence8 US LP | 20,934 | $7M | $11.38M | $4.38M | 62.61% |
Rachel Faulk Cape Investment Advisory Inc. | 608 | $393,050.87 | $339,774.72 | -$53,276.15 | -13.55% |
| DT Desaree Tatum Heritage Wealth Management Inc. | 825 | $230,076 | $453,906.75 | $223,830.75 | 97.29% |