| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christian Keedy Guardian Wealth Advisors LLC / Nc | 5,342 | $1.16M | $921,441.58 | -$237,916.92 | -20.52% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 285 | $53,156.92 | $47,954.1 | -$5,202.82 | -9.79% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 7,272 | $1.11M | $1.26M | $148,558.86 | 13.33% |
Dominic Corabi Wedmont Private Capital | 2,915 | $575,320.65 | $507,880.45 | -$67,440.2 | -11.72% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 610 | $82,738.9 | $106,097.3 | $23,358.4 | 28.23% |
Candace Cavalier Congress Wealth Management LLC / DE / | 81,531 | $15.04M | $14.2M | -$842,779.92 | -5.6% |
Jacob B. Rue Shore Point Advisors LLC | 1,504 | $274,961.28 | $260,568 | -$14,393.28 | -5.23% |
| RM Robert Macaulay Jmac Enterprises LLC | 4,800 | $657,360 | $835,728 | $178,368 | 27.13% |
| MS Marek Sestak Czech National Bank | 32,761 | $5.8M | $5.64M | -$163,683.07 | -2.82% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,372 | $222,922.56 | $238,247.8 | $15,325.24 | 6.87% |
Tyler Glazier New Millennium Group LLC | 61 | $14,824.83 | $10,514.26 | -$4,310.57 | -29.08% |
Ana-Maria Ignat Covestor Ltd | 496 | $89,264.45 | $86,358.56 | -$2,905.89 | -3.26% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 1,854 | $338,948.28 | $323,050.23 | -$15,898.05 | -4.69% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 15,089 | $2.74M | $2.62M | -$119,049.31 | -4.35% |
Sean Reitenbach Prosperity Consulting Group LLC | 1,947 | $266,641.65 | $336,032.73 | $69,391.08 | 26.02% |
Kathleen Thornhill Confluence Wealth Services Inc. | 3,539 | $484,666.05 | $608,708 | $124,041.95 | 25.59% |
Bill McVay Red Tortoise LLC | 12 | $1,609.56 | $2,067.96 | $458.4 | 28.48% |
Samantha Pierangeli City State Bank | 402 | $70,518 | $69,819.36 | -$698.64 | -0.99% |
W. Travis McKinney HB Wealth Management LLC | 5,714 | $1.21M | $994,864.54 | -$214,299.36 | -17.72% |
Jeremy Baltz Raleigh Capital Management Inc. | 766 | $172,039.96 | $131,801.79 | -$40,238.17 | -23.39% |