| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,566 | $150,553.52 | $139,323.62 | -$11,229.9 | -7.46% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 12,862 | $549,593.26 | $502,518.34 | -$47,074.92 | -8.57% |
Justin Fulmer Shelton Wealth Management LLC | 11,163 | $337,455.07 | $436,138.41 | $98,683.34 | 29.24% |
Craig Kurth PCG Wealth Advisors LLC | 21,076 | $722,880.56 | $823,439.32 | $100,558.76 | 13.91% |
Seth Scher Matrix Private Capital Group LLC | 250 | $12,107.5 | $9,767.5 | -$2,340 | -19.33% |
Nabeed Zaman Eagle Strategies LLC | 71,439 | $1.76M | $2.79M | $1.03M | 58.72% |
Jennifer Carlson Gould Capital LLC | 535 | $22,378.25 | $24,026.85 | $1,648.6 | 7.37% |
Brian Ramsay Wealthspan Partners LLC | 5,927 | $281,274.01 | $254,209.03 | -$27,064.98 | -9.62% |
John Gorlow Cardiff Park Advisors LLC | 10,850 | $232,659.62 | $423,909.5 | $191,249.88 | 82.2% |
Sean Reitenbach Prosperity Consulting Group LLC | 10,260 | $419,721.06 | $400,858.2 | -$18,862.86 | -4.49% |
Bill McVay Red Tortoise LLC | 13,823 | $658,650.57 | $540,064.61 | -$118,585.96 | -18% |
W. Travis McKinney HB Wealth Management LLC | 16,434 | $732,512.14 | $642,076.38 | -$90,435.76 | -12.35% |
Russell Mohberg Regatta Capital Group LLC | 10,620 | $225,982.75 | $414,923.4 | $188,940.65 | 83.61% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 3,574 | $95,711.72 | $139,636.18 | $43,924.46 | 45.89% |
Thomas Mason Mason & Associates Inc. | 237,713 | $11.51M | $9.29M | -$2.22M | -19.33% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,329 | $236,963.59 | $247,274.03 | $10,310.44 | 4.35% |
Michael Topley Lansing Street Advisors | 7,719 | $337,320.3 | $301,581.33 | -$35,738.97 | -10.59% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,364 | $246,986.84 | $248,641.48 | $1,654.64 | 0.67% |
Jeffrey Gilbert Balboa Wealth Partners | 27,255 | $747,906.71 | $1.22M | $475,025.14 | 63.51% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,207 | $248,217.69 | $203,437.49 | -$44,780.2 | -18.04% |