| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Audrey Soza Custos Family Office LLC | 3,577 | $631,839 | $668,496.59 | $36,657.59 | 5.8% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 96 | $17,040.84 | $17,957.76 | $916.92 | 5.38% |
Bill Ryan Manhattan West Asset Management LLC | 1,459 | $367,298.18 | $269,418.94 | -$97,879.24 | -26.65% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 3,381 | $592,582.9 | $624,335.46 | $31,752.56 | 5.36% |
Candace Cavalier Congress Wealth Management LLC / DE / | 13,581 | $2.14M | $2.54M | $393,482.26 | 18.36% |
Stanley D. Royer Claris Advisors LLC / Mo / | 3,174 | $588,040.46 | $594,125.19 | $6,084.73 | 1.03% |
Craig Kurth PCG Wealth Advisors LLC | 989 | $214,088.83 | $182,628.74 | -$31,460.09 | -14.69% |
Barry Oliver Capital Performance Advisors LLP | 1,659 | $340,270.77 | $306,350.94 | -$33,919.83 | -9.97% |
| EM Eric Malden Shearwater Capital LLC | 1,160 | $230,874.8 | $216,769.2 | -$14,105.6 | -6.11% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,306 | $231,548.44 | $241,165.96 | $9,617.52 | 4.15% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 1,186 | $249,228.18 | $222,001.41 | -$27,226.77 | -10.92% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 1,402 | $293,884.24 | $264,571.42 | -$29,312.82 | -9.97% |
John Flavin Aspire Capital Advisors LLC | 6,490 | $1.28M | $1.2M | -$79,912.09 | -6.25% |
William T. Hedges Hedges Asset Management LLC | 27,600 | $4.98M | $5.18M | $202,385.55 | 4.07% |
| RS Radon Stancil POM Investment Strategies LLC | 26 | $5,225.37 | $4,801.16 | -$424.21 | -8.12% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 2,025 | $388,151.98 | $378,897.75 | -$9,254.23 | -2.38% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 4,271 | $857,449.75 | $788,682.86 | -$68,766.89 | -8.02% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 1,840 | $286,243.34 | $345,092 | $58,848.66 | 20.56% |
Shaun Peterson Peterson Wealth Services | 13 | $2,805.79 | $2,400.58 | -$405.21 | -14.44% |
Taylor Jobe MKT Advisors LLC | 898 | $163,934.35 | $165,824.68 | $1,890.33 | 1.15% |