| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MC Mike Clark Cassady Schiller Wealth Management LLC | 28 | $1,413.72 | $1,027.32 | -$386.4 | -27.33% |
Susan M. Stiles Stiles Financial Services Inc. | 16,137 | $549,814.55 | $597,069 | $47,254.45 | 8.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 89,608 | $4.61M | $3.29M | -$1.32M | -28.56% |
Katherine Andersen Western Pacific Wealth Management LP | 2,478 | $101,082.12 | $91,686 | -$9,396.12 | -9.3% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 66 | $2,153.6 | $2,404.38 | $250.78 | 11.64% |
Tracy Murray EdgeRock Capital LLC | 7,987 | $466,955.25 | $298,554.06 | -$168,401.19 | -36.06% |
Lindsey Seagraves Carson Advisory Inc. | 18,526 | $886,655.85 | $686,944.08 | -$199,711.77 | -22.52% |
Penny A. Phillips Journey Strategic Wealth LLC | 17,474 | $800,030.79 | $635,529.38 | -$164,501.41 | -20.56% |
Ana-Maria Ignat Covestor Ltd | 194 | $12,163.8 | $7,141.14 | -$5,022.66 | -41.29% |
Roger Steed KRS Capital Management LLC | 4,950 | $149,292 | $184,140 | $34,848 | 23.34% |
W. Travis McKinney HB Wealth Management LLC | 13,083 | $612,983.66 | $481,585.23 | -$131,398.43 | -21.44% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 15,943 | $803,906.57 | $592,123.02 | -$211,783.55 | -26.34% |
William Jollie Quent Capital LLC | 8 | $387.12 | $294.48 | -$92.64 | -23.93% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 39 | $1,630.98 | $1,426.62 | -$204.36 | -12.53% |
| MK Malinda Khauv Cercano Management LLC | 27,589 | $1.16M | $1.03M | -$130,910.02 | -11.27% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 35,987 | $1.23M | $1.31M | $84,802.16 | 6.91% |
CJ Harrison DecisionPoint Financial LLC | 7 | $297 | $257.67 | -$39.33 | -13.24% |
Mark Mowrey Signature Resources Capital Management LLC | 57 | $3,369 | $2,074.8 | -$1,294.2 | -38.41% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 69,192 | $3.24M | $2.52M | -$721,188.69 | -22.28% |
Rachel Faulk Cape Investment Advisory Inc. | 62 | $2,610.75 | $2,282.22 | -$328.53 | -12.58% |