| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 73,599 | $7.29M | $7.02M | -$267,233 | -3.67% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,482 | $545,152.5 | $522,050.86 | -$23,101.64 | -4.24% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,771 | $1.18M | $1.12M | -$61,448.65 | -5.22% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 30,850 | $3.05M | $2.94M | -$110,959.96 | -3.63% |
| HC Harry Cowley Stonegate Investment Group LLC | 64,676 | $6.45M | $6.16M | -$288,055.62 | -4.47% |
Dominic Corabi Wedmont Private Capital | 8,037 | $773,239.77 | $766,769.98 | -$6,469.79 | -0.84% |
Timothy J. Landolt Endowment Wealth Management Inc. | 3,580 | $354,655.49 | $341,782.6 | -$12,872.89 | -3.63% |
Candace Cavalier Congress Wealth Management LLC / DE / | 172,567 | $16.68M | $16.47M | -$213,253.61 | -1.28% |
cullen roche Orcam Financial Group | 21,174 | $2.1M | $2.02M | -$76,649.88 | -3.66% |
Barry Oliver Capital Performance Advisors LLP | 459,940 | $45.67M | $43.82M | -$1.85M | -4.05% |
Laurel Mason Passaic Partners LLC | 193,201 | $19.18M | $18.41M | -$764,109.96 | -3.98% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 30,999 | $3.08M | $2.96M | -$115,349.48 | -3.75% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 89,833 | $8.9M | $8.57M | -$324,162.98 | -3.64% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 20,166 | $2.02M | $1.93M | -$95,374.46 | -4.72% |
Kristie R. Furseth Bowman & Co S.C. | 87,965 | $8.46M | $8.39M | -$71,521.39 | -0.84% |
Shaun Peterson Peterson Wealth Services | 10,247 | $1.02M | $977,768.74 | -$41,026.27 | -4.03% |
Seth Scher Matrix Private Capital Group LLC | 1,744 | $173,126.88 | $166,647.92 | -$6,478.96 | -3.74% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 2,379 | $265,122.5 | $227,075.55 | -$38,046.95 | -14.35% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 900 | $89,256 | $85,981.5 | -$3,274.5 | -3.67% |
Sara S. Alexander Sonora Investment Management Group LLC | 6,281 | $611,190.26 | $598,265.25 | -$12,925.01 | -2.11% |