| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brett Lee Planning Center Inc. | 1,634 | $232,282.03 | $257,502.06 | $25,220.03 | 10.86% |
| MWM Marion Wealth Management Marion Wealth Management | 12,921 | $2.91M | $2.05M | -$853,859.49 | -29.36% |
W. Travis McKinney HB Wealth Management LLC | 20,700 | $3.96M | $3.25M | -$713,553.03 | -18% |
| LF Lukas Feh LGT Group Foundation | 10,816 | $1.57M | $1.72M | $148,722.16 | 9.48% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 26,824 | $5.71M | $4.27M | -$1.44M | -25.19% |
| MC mike Chen Byrne Asset Management LLC | 263 | $48,014.11 | $41,869.6 | -$6,144.51 | -12.8% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 85,974 | $16.35M | $13.64M | -$2.71M | -16.6% |
Jeremy Baltz Raleigh Capital Management Inc. | 295 | $55,821.74 | $46,754.55 | -$9,067.19 | -16.24% |
William Jollie Quent Capital LLC | 2,789 | $374,753.23 | $437,956.67 | $63,203.44 | 16.87% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 2,263 | $337,397.01 | $359,635.96 | $22,238.95 | 6.59% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 2,016 | $416,318.76 | $320,120.64 | -$96,198.12 | -23.11% |
Missy Straw Nilsine Partners LLC | 3,431 | $717,325.6 | $545,288.8 | -$172,036.8 | -23.98% |
Dalila Toledo Ascent Group LLC | 24,757 | $4.31M | $3.94M | -$369,358.91 | -8.57% |
| EM Erin Mccann Simplicity Wealth LLC | 2,649 | $571,390.19 | $417,376.44 | -$154,013.75 | -26.95% |
Michael Byun SageView Advisory Group LLC | 11,354 | $2.35M | $1.81M | -$544,946.93 | -23.16% |
Taro Kuriyama Axq Capita LLP | 2,598 | $545,657.95 | $408,834.27 | -$136,823.68 | -25.07% |
Luther Hartwell Hodges Waycross Investment Management Co. | 7,621 | $1.16M | $1.21M | $55,467.3 | 4.79% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 10,312 | $2.03M | $1.64M | -$392,846.55 | -19.36% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 4,792 | $1.02M | $763,173.92 | -$254,693.63 | -25.02% |
Christopher M. Marks Sterling Investment Counsel LLC | 1,226 | $248,927.04 | $194,848.55 | -$54,078.49 | -21.72% |