| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alan Gilmore Private Wealth Management Group, LLC | 49 | $8,767.26 | $3,842.58 | -$4,924.68 | -56.17% |
T. Gregory Reymann II Keyes, Stange & Wooten Wealth Management, LLC | 4,115 | $480,223.24 | $324,344.3 | -$155,878.94 | -32.46% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 74,081 | $11.91M | $5.81M | -$6.1M | -51.24% |
Angela Mari Abich Financial Wealth Management LLC | 60 | $8,779 | $4,732.2 | -$4,046.8 | -46.1% |
Anne Wright Lummis Asset Management, LP | 40 | $7,895 | $3,159.6 | -$4,735.4 | -59.98% |
Joseph D'Anniballe 1858 WEALTH MANAGEMENT, LLC | 2,387 | $437,825.19 | $187,737.55 | -$250,087.64 | -57.12% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 167 | $29,818.15 | $13,249.78 | -$16,568.37 | -55.56% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 8,298 | $980,906.38 | $654,919.65 | -$325,986.73 | -33.23% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 38 | $6,256.95 | $3,000.1 | -$3,256.85 | -52.05% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 12 | $1,517.05 | $941.04 | -$576.01 | -37.97% |
| STY Samer T. Yaghnam Unisphere Establishment | 1.5M | $264.45M | $118.28M | -$146.17M | -55.27% |
JOSEPH S. LUCEY SECURED RETIREMENT ADVISORS, LLC | 5,230 | $657,886.24 | $417,720.1 | -$240,166.14 | -36.51% |
Kyle Jones Pineridge Advisors LLC | 20 | $3,939.38 | $1,581.3 | -$2,358.08 | -59.86% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 18,353 | $1.32M | $1.45M | $132,691.77 | 10.06% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 9,522 | $1.33M | $753,094.98 | -$572,701.45 | -43.2% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,362 | $581,136.1 | $265,833.34 | -$315,302.76 | -54.26% |
Douglas E. Morisoli Fairman Group, LLC | 22 | $4,342.16 | $1,745.48 | -$2,596.68 | -59.8% |
Ian Jameson American Capital Advisory, LLC | 386 | $74,008.55 | $30,465.05 | -$43,543.5 | -58.84% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,086 | $772,257.16 | $398,844.12 | -$373,413.04 | -48.35% |
Janice M. Powell Diversify Advisory Services, LLC | 12,806 | $1.09M | $1.01M | -$75,545.37 | -6.95% |