| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 493 | $40,790.76 | $35,431.91 | -$5,358.85 | -13.14% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,352 | $214,125.76 | $240,908.24 | $26,782.48 | 12.51% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4 | $514.8 | $292.12 | -$222.68 | -43.26% |
Candace Cavalier Congress Wealth Management LLC / DE / | 75,686 | $6.63M | $5.54M | -$1.09M | -16.43% |
Andrew Miller OLIO Financial Planning | 8,160 | $794,568.61 | $596,904 | -$197,664.61 | -24.88% |
Ana-Maria Ignat Covestor Ltd | 997 | $93,162.36 | $74,276.5 | -$18,885.86 | -20.27% |
W. Travis McKinney HB Wealth Management LLC | 8,847 | $791,390.61 | $659,101.5 | -$132,289.11 | -16.72% |
William Jollie Quent Capital LLC | 602 | $47,204.26 | $44,849 | -$2,355.26 | -4.99% |
Missy Straw Nilsine Partners LLC | 18,320 | $1.17M | $1.32M | $146,376.8 | 12.51% |
John DeMarco Trajan Wealth LLC | 4,136 | $446,333.95 | $297,254.32 | -$149,079.63 | -33.4% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 10,013 | $639,630.44 | $733,802.7 | $94,172.26 | 14.72% |
CJ Harrison DecisionPoint Financial LLC | 5 | $319.4 | $372.5 | $53.1 | 16.62% |
| JG John Ginter Callan Family Office LLC | 16,889 | $1.47M | $1.24M | -$236,142.3 | -16.03% |
Mariana Coli Dunhill Financial LLC | 10 | $786.63 | $745 | -$41.63 | -5.29% |
Drew Phillips Fortitude Family Office LLC | 71 | $7,436.02 | $5,289.5 | -$2,146.52 | -28.87% |
Brian Matter Creative Capital Management Investments LLC | 26 | $1,660.88 | $1,937 | $276.12 | 16.62% |
Dennis Wallace Fortune Financial Advisors LLC | 3,395 | $387,250.49 | $245,492.45 | -$141,758.04 | -36.61% |
Hui Fai Tam Caitong International Asset Management Co. Ltd. | 302 | $23,565.03 | $22,499 | -$1,066.03 | -4.52% |
Darren Tapley New England Capital Financial Advisors LLC | 104 | $10,870.08 | $7,474.48 | -$3,395.6 | -31.24% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 5,961 | $566,018.91 | $440,279.46 | -$125,739.45 | -22.21% |