| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 37,331 | $691,230.08 | $700,329.56 | $9,099.48 | 1.32% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 11,700 | $216,801 | $232,479 | $15,678 | 7.23% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 790 | $15,823.7 | $14,820.4 | -$1,003.3 | -6.34% |
Susan M. Stiles Stiles Financial Services Inc. | 79,696 | $1.71M | $1.58M | -$129,329.16 | -7.55% |
Candace Cavalier Congress Wealth Management LLC / DE / | 423,845 | $9.21M | $7.95M | -$1.26M | -13.66% |
Nicholas Shaheen FSA Advisors Inc. | 24,369 | $540,017 | $484,212.03 | -$55,804.97 | -10.33% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 318 | $5,922.09 | $5,965.68 | $43.59 | 0.74% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 37,166 | $810,974.42 | $697,234.16 | -$113,740.26 | -14.03% |
Katherine Andersen Western Pacific Wealth Management LP | 11,261 | $214,223.81 | $225,332.61 | $11,108.8 | 5.19% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,275 | $79,892.5 | $80,199 | $306.5 | 0.38% |
Caroline Jankowski Operose Advisors LLC | 16,624 | $308,042.72 | $330,318.88 | $22,276.16 | 7.23% |
Ana-Maria Ignat Covestor Ltd | 90 | $1,675.08 | $1,800.9 | $125.82 | 7.51% |
John Gorlow Cardiff Park Advisors LLC | 22,251 | $452,002.48 | $442,127.37 | -$9,875.11 | -2.18% |
Sean Reitenbach Prosperity Consulting Group LLC | 17,559 | $367,458.62 | $348,897.33 | -$18,561.29 | -5.05% |
Kathleen Thornhill Confluence Wealth Services Inc. | 21,271 | $394,151.63 | $399,043.96 | $4,892.33 | 1.24% |
James Langer Redmont Wealth Advisors LLC | 5,174 | $103,791.02 | $97,064.24 | -$6,726.78 | -6.48% |
W. Travis McKinney HB Wealth Management LLC | 152,189 | $3.12M | $2.86M | -$268,352.38 | -8.59% |
| LF Lukas Feh LGT Group Foundation | 668,973 | $14.09M | $13.38M | -$709,322.01 | -5.03% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 416,290 | $7.5M | $8.33M | $824,392.73 | 10.99% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 12,888 | $266,783.53 | $256,084.56 | -$10,698.97 | -4.01% |