| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen A. Greco Pandora Wealth Inc. | 38 | $1,846 | $2,245.42 | $399.42 | 21.64% |
Paula Spurgeon BankPlus Trust Department | 256 | $22,682 | $15,175.6 | -$7,506.4 | -33.09% |
Howard Teutsch Arcadia Investment Advisors LLC | 5 | $243 | $303.87 | $60.87 | 25.05% |
Carol Somoano Asset Planning Inc. | 949 | $46,142.58 | $56,038.45 | $9,895.87 | 21.45% |
REAP Financial Group LLC REAP Financial Group LLC | 400 | $31,469.52 | $23,764 | -$7,705.52 | -24.49% |
VestGen Advisors LLC VestGen Advisors LLC | 3,230 | $246,059.01 | $196,522.89 | -$49,536.12 | -20.13% |
VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 286 | $21,783 | $17,004.76 | -$4,778.24 | -21.94% |
Caxton Associates LLP Caxton Associates LLP | 3,702 | $327,997 | $220,491.12 | -$107,505.88 | -32.78% |
Edward J. King Graney & King LLC | 26 | $1,263 | $1,537.9 | $274.9 | 21.77% |
Kieckhefer Group LLC Kieckhefer Group LLC | 25,255 | $1.23M | $1.53M | $305,653.61 | 24.9% |
Bradley Wilson Crews Bank & Trust | 1,354 | $103,120.83 | $82,377.36 | -$20,743.47 | -20.12% |
SummitTX Capital LP SummitTX Capital LP | 10,963 | $928,403.94 | $655,861.47 | -$272,542.47 | -29.36% |
Bearing Point Capital LLC Bearing Point Capital LLC | 71,085 | $5.21M | $4.19M | -$1.02M | -19.5% |
Financial Life Planners Financial Life Planners | 1 | $77 | $60.95 | -$16.05 | -20.84% |
Samira Kadam Synergy Investment Management LLC | 16 | $1,342.96 | $971.1 | -$371.86 | -27.69% |
Heather LeVar Roxbury Financial LLC | 294 | $22,402 | $17,399.89 | -$5,002.11 | -22.33% |
Chung Wu Chung Wu Investment Group LLC | 8,506 | $417,223 | $501,381.92 | $84,158.92 | 20.17% |
Berkeley Meredith Hughes Financial Services LLC | 218 | $16,294.34 | $13,263.12 | -$3,031.22 | -18.6% |
Ben D. Allison Jr. Pillar Financial Advisors LLC | 99 | $5,576 | $6,024.1 | $448.1 | 8.04% |
Ethan Gilbert Rialto Wealth Management LLC | 25 | $1,454.66 | $1,513.5 | $58.84 | 4.04% |