| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Halliwell DMKC Advisory Services LLC | 36,589 | $3.79M | $3.22M | -$571,093.9 | -15.06% |
Parth Karia Capricorn Fund Managers Ltd. | 54,000 | $4.25M | $4.76M | $503,669.89 | 11.85% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,514 | $906,929.52 | $573,622.83 | -$333,306.69 | -36.75% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 119 | $17,361.26 | $10,479.14 | -$6,882.12 | -39.64% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,349 | $455,731.71 | $382,972.93 | -$72,758.78 | -15.97% |
Li Peng China Universal Asset Management Co. Ltd. | 1,884 | $264,400.56 | $165,905.04 | -$98,495.52 | -37.25% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 31 | $3,877.83 | $2,729.86 | -$1,147.97 | -29.6% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 53 | $10,499.78 | $4,667.18 | -$5,832.6 | -55.55% |
| JE John Ervin Ervin Investment Management LLC | 4,201 | $325,226.2 | $369,940.05 | $44,713.85 | 13.75% |
Katherine Saltonstall Sandy Cove Advisors LLC | 6,189 | $1.25M | $545,003.33 | -$702,818.49 | -56.32% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,725 | $206,085.55 | $151,903.5 | -$54,182.05 | -26.29% |
Lindsey Seagraves Carson Advisory Inc. | 2,846 | $228,761.48 | $276,375.06 | $47,613.58 | 20.81% |
Caroline Jankowski Operose Advisors LLC | 6 | $482.28 | $563.76 | $81.48 | 16.89% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,186 | $336,470.68 | $368,619.15 | $32,148.47 | 9.55% |
Samantha Pierangeli City State Bank | 149 | $23,247.31 | $13,120.94 | -$10,126.37 | -43.56% |
W. Travis McKinney HB Wealth Management LLC | 19,518 | $2.3M | $1.72M | -$580,121.33 | -25.23% |
Jeremy Baltz Raleigh Capital Management Inc. | 8 | $690.16 | $704.48 | $14.32 | 2.07% |
William Jollie Quent Capital LLC | 24 | $2,017.47 | $2,312.4 | $294.93 | 14.62% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 7,898 | $590,905.81 | $695,497.88 | $104,592.07 | 17.7% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 3,924 | $740,616.05 | $381,059.64 | -$359,556.41 | -48.55% |