| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Radon Stancil POM Investment Strategies LLC | 23 | $1,868 | $1,804.35 | -$63.65 | -3.41% |
Ana-Maria Ignat Covestor Ltd | 593 | $46,395.52 | $45,400.08 | -$995.44 | -2.15% |
| SP Samantha Pierangeli City State Bank | 50 | $3,565.5 | $3,828 | $262.5 | 7.36% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6,622 | $584,749.92 | $506,980.32 | -$77,769.6 | -13.3% |
| WJ William Jollie Quent Capital LLC | 1,036 | $82,468.26 | $79,316.16 | -$3,152.1 | -3.82% |
Michael Byun SageView Advisory Group LLC | 316 | $23,877 | $24,192.96 | $315.96 | 1.32% |
David K. Balsdon Harvest Portfolios Group Inc. | 7,056 | $488,096.08 | $540,207.36 | $52,111.28 | 10.68% |
Albert Moore First National Advisers LLC | 4,881 | $436,477.49 | $373,689.36 | -$62,788.13 | -14.39% |
Mariana Coli Dunhill Financial LLC | 6 | $476.04 | $459.36 | -$16.68 | -3.5% |
| DP Drew Phillips Fortitude Family Office LLC | 35 | $2,836.35 | $2,679.6 | -$156.75 | -5.53% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 281 | $22,866 | $21,513.36 | -$1,352.64 | -5.92% |
| FFL Financial Freedom LLC Financial Freedom LLC | 246 | $19,983 | $18,833.76 | -$1,149.24 | -5.75% |
David D. Jones Applied Finance Capital Management LLC | 2,935 | $221,859.68 | $224,703.6 | $2,843.92 | 1.28% |
Kevin Kroskey True Wealth Design LLC | 135 | $11,369 | $10,335.6 | -$1,033.4 | -9.09% |
| PIL PFG Investments LLC PFG Investments LLC | 3,471 | $267,883.4 | $265,739.76 | -$2,143.64 | -0.8% |
| DD Damir Durkovic Entropy Technologies, LP | 15,406 | $1.18M | $1.18M | -$4,365.56 | -0.37% |
Alexandra Stickelman Root Financial Partners, LLC | 218 | $17,584.61 | $16,690.08 | -$894.53 | -5.09% |
Driton Bilali Ilex Capital Partners (UK) LLP | 1.39M | $111.84M | $106.63M | -$5.21M | -4.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 5,951 | $494,885.7 | $455,608.56 | -$39,277.14 | -7.94% |
Mathieu Cornu Pictet Asset Management Holding SA | 11,881 | $925,980.2 | $909,609.36 | -$16,370.84 | -1.77% |