| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HC Harry Cowley Stonegate Investment Group LLC | 53,675 | $1.47M | $742,862 | -$730,587.86 | -49.58% |
Dominic Corabi Wedmont Private Capital | 14,560 | $197,474.38 | $208,208 | $10,733.62 | 5.44% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 70 | $1,942.5 | $1,004.15 | -$938.35 | -48.31% |
Candace Cavalier Congress Wealth Management LLC / DE / | 37,586 | $1.1M | $538,607.38 | -$558,422.19 | -50.9% |
Jennifer Scott Scott Capital Advisors LLC | 18,328 | $625,901.2 | $261,907.12 | -$363,994.08 | -58.16% |
John Keene Keene & Associates Inc. | 86,550 | $2.4M | $1.24M | -$1.16M | -48.31% |
Penny A. Phillips Journey Strategic Wealth LLC | 10,153 | $175,748.43 | $145,949.37 | -$29,799.06 | -16.96% |
| DD Donald Davey Disciplined Equity Management Inc. | 157,380 | $2.96M | $2.16M | -$808,435 | -27.27% |
Ana-Maria Ignat Covestor Ltd | 394 | $7,508.34 | $5,586.92 | -$1,921.42 | -25.59% |
Sean Reitenbach Prosperity Consulting Group LLC | 27,016 | $407,409.3 | $373,901.44 | -$33,507.86 | -8.22% |
Samantha Pierangeli City State Bank | 4,506 | $142,267.52 | $64,706.16 | -$77,561.36 | -54.52% |
W. Travis McKinney HB Wealth Management LLC | 32,558 | $521,467.68 | $461,672.44 | -$59,795.24 | -11.47% |
| MC mike Chen Byrne Asset Management LLC | 14,145 | $191,894.6 | $195,766.8 | $3,872.2 | 2.02% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $198.31 | $96.88 | -$101.43 | -51.15% |
William Jollie Quent Capital LLC | 5,332 | $92,296.92 | $75,607.76 | -$16,689.16 | -18.08% |
Dalila Toledo Ascent Group LLC | 11,594 | $184,726.95 | $166,489.84 | -$18,237.11 | -9.87% |
| EM Erin Mccann Simplicity Wealth LLC | 17,715 | $238,443.9 | $253,235.92 | $14,792.02 | 6.2% |
| KB Kimberly Byrne Bill Few Associates Inc. | 11,848 | $184,508.78 | $162,317.6 | -$22,191.18 | -12.03% |
Katie Christensen iSAM Funds UKK) Ltd | 34,500 | $464,370 | $472,650 | $8,280 | 1.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 15,816 | $480,410.85 | $224,270.88 | -$256,139.97 | -53.32% |