| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 1,500 | $274,770 | $258,930 | -$15,840 | -5.76% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,878 | $549,859.62 | $324,180.36 | -$225,679.26 | -41.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 74 | $15,350.71 | $12,773.88 | -$2,576.83 | -16.79% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,669 | $264,903.68 | $295,613.28 | $30,709.6 | 11.59% |
Dominic Corabi Wedmont Private Capital | 2,549 | $561,769.61 | $440,008.38 | -$121,761.23 | -21.67% |
Candace Cavalier Congress Wealth Management LLC / DE / | 2,238 | $567,667.28 | $386,323.56 | -$181,343.72 | -31.95% |
Albert Luong Canoe Financia LLP | 17,812 | $4.29M | $3.07M | -$1.22M | -28.4% |
| MS Marek Sestak Czech National Bank | 33,892 | $6.8M | $5.85M | -$948,259.41 | -13.95% |
Penny A. Phillips Journey Strategic Wealth LLC | 1,416 | $254,979.12 | $244,429.92 | -$10,549.2 | -4.14% |
Ana-Maria Ignat Covestor Ltd | 114 | $20,527.98 | $20,811.84 | $283.86 | 1.38% |
Bill McVay Red Tortoise LLC | 16 | $3,109.76 | $2,761.92 | -$347.84 | -11.19% |
W. Travis McKinney HB Wealth Management LLC | 21,322 | $5.15M | $3.68M | -$1.47M | -28.54% |
| LF Lukas Feh LGT Group Foundation | 15,735 | $3.67M | $2.87M | -$801,353.88 | -21.81% |
William Jollie Quent Capital LLC | 60 | $12,428.29 | $10,953.6 | -$1,474.69 | -11.87% |
| EM Erin Mccann Simplicity Wealth LLC | 1,639 | $288,388.13 | $290,299.68 | $1,911.55 | 0.66% |
James Peterson Nearwater Capital Markets Ltd. | 93,000 | $14.76M | $16.82M | $2.06M | 13.94% |
Katie Christensen iSAM Funds UKK) Ltd | 1,600 | $288,112.48 | $288,736 | $623.52 | 0.22% |
Kristen Williams Athena Investment Management | 2,338 | $427,972.89 | $414,106.56 | -$13,866.33 | -3.24% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 17,526 | $3M | $3.1M | $108,612.38 | 3.63% |
CJ Harrison DecisionPoint Financial LLC | 2 | $325 | $354.24 | $29.24 | 9% |