| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Christensen iSAM Funds UKK) Ltd | 720 | $302,832 | $235,807.21 | -$67,024.79 | -22.13% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 235 | $82,248.34 | $73,134.35 | -$9,113.99 | -11.08% |
Allison Brooke Blake WorthPointe LLC | 1,613 | $675,455.88 | $501,981.71 | -$173,474.17 | -25.68% |
Jaimie Palmer Beacon Capital Management LLC | 9,083 | $1.73M | $2.83M | $1.1M | 63.57% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 2,960 | $789,536.81 | $921,181.57 | $131,644.76 | 16.67% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 2,935 | $704,020.84 | $913,401.32 | $209,380.48 | 29.74% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 10,247 | $3.65M | $3.19M | -$459,054.78 | -12.58% |
Adam Grossman Mayport LLC | 2,099 | $722,282.75 | $689,699.89 | -$32,582.86 | -4.51% |
| DW Darren Woolson Asset Allocation Strategies LLC | 776 | $257,221.33 | $263,296.8 | $6,075.47 | 2.36% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 1,414 | $422,969.9 | $440,050.93 | $17,081.03 | 4.04% |
Molly Crider Walker Asset Management LLC | 11,288 | $2.99M | $3.51M | $518,872.25 | 17.33% |
Brian Levy West Wealth Group LLC | 5,740 | $1.6M | $1.83M | $231,810.25 | 14.47% |
David K. Balsdon Harvest Portfolios Group Inc. | 624,137 | $222.98M | $204.41M | -$18.57M | -8.33% |
| BPN Brent P. Nicks Strategic Planning Inc. | 3,303 | $1M | $1.03M | $27,797.18 | 2.78% |
Mark Astrinos Libra Wealth LLC | 5,318 | $1.52M | $1.7M | $183,595.79 | 12.11% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,248 | $542,201.62 | $699,600.06 | $157,398.44 | 29.03% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,292 | $623,624.49 | $713,293.3 | $89,668.81 | 14.38% |
Khanthaly Dacanay Chi Co. Wealth RIA | 554 | $233,012.41 | $181,440.55 | -$51,571.86 | -22.13% |
Scott Williams Investmark Advisory Group LLC | 3,225 | $803,389.04 | $1.06M | $256,297.55 | 31.9% |
Michael Topley Lansing Street Advisors | 4,001 | $1.57M | $1.25M | -$322,099.94 | -20.55% |