| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 729 | $215,062.29 | $176,250.33 | -$38,811.96 | -18.05% |
Andrew Burkey Joseph Group Capital Management | 28 | $8,260.28 | $6,769.56 | -$1,490.72 | -18.05% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,692 | $518,973.26 | $409,074.84 | -$109,898.42 | -21.18% |
James Langer Redmont Wealth Advisors LLC | 15 | $3,912.3 | $3,626.55 | -$285.75 | -7.3% |
| MWM Marion Wealth Management Marion Wealth Management | 5,545 | $1.42M | $1.34M | -$74,842.52 | -5.29% |
W. Travis McKinney HB Wealth Management LLC | 25,010 | $5.9M | $6.31M | $414,984.51 | 7.04% |
| MC mike Chen Byrne Asset Management LLC | 55 | $13,454.65 | $13,297.35 | -$157.3 | -1.17% |
William Jollie Quent Capital LLC | 59 | $18,149.58 | $14,891.6 | -$3,257.98 | -17.95% |
Missy Straw Nilsine Partners LLC | 693 | $188,703.9 | $167,546.61 | -$21,157.29 | -11.21% |
Dalila Toledo Ascent Group LLC | 1,840 | $544,208.76 | $458,491.2 | -$85,717.56 | -15.75% |
Michael Byun SageView Advisory Group LLC | 736 | $226,264.21 | $177,942.72 | -$48,321.49 | -21.36% |
Katie Christensen iSAM Funds UKK) Ltd | 2,960 | $873,230 | $715,639.2 | -$157,590.8 | -18.05% |
Jaimie Palmer Beacon Capital Management LLC | 1,627 | $300,769.04 | $396,239.56 | $95,470.52 | 31.74% |
Mark Fiskio Empirical Asset Management LLC | 1,126 | $289,729.15 | $272,233.02 | -$17,496.13 | -6.04% |
Daniel Ronan Catalyst Financial Partners LLC | 987 | $261,953.48 | $238,626.99 | -$23,326.49 | -8.9% |
Amanda Hawley Atria Wealth Solutions Inc. | 2,013 | $464,712.16 | $508,081.2 | $43,369.04 | 9.33% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 527 | $94,974 | $131,755.27 | $36,781.27 | 38.73% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 2,007 | $510,539.57 | $485,232.39 | -$25,307.18 | -4.96% |
| MK Malinda Khauv Cercano Management LLC | 18,998 | $5.6M | $4.59M | -$1.01M | -18.05% |
CJ Harrison DecisionPoint Financial LLC | 3 | $855.67 | $757.2 | -$98.47 | -11.51% |