| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Herbert VPR Management LLC | 316,200 | $9.04M | $7.89M | -$1.15M | -12.74% |
Andrew J. Whalen Whalen Wealth Management Inc. | 132,311 | $3.33M | $3.3M | -$29,821.68 | -0.9% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 28,502 | $698,874.09 | $711,124.9 | $12,250.81 | 1.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,691 | $197,794.23 | $191,851.99 | -$5,942.24 | -3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 39,361 | $1M | $977,333.63 | -$24,380.22 | -2.43% |
| JB Joel Blattner Avaii Wealth Management LLC | 10,862 | $272,748.18 | $270,880.9 | -$1,867.28 | -0.68% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 15,800 | $399,078 | $393,815 | -$5,263 | -1.32% |
Candace Cavalier Congress Wealth Management LLC / DE / | 183,992 | $4.52M | $4.59M | $74,282.63 | 1.64% |
Kelly Kaczmarczyk Dravo Bay LLC | 9,054 | $216,969.08 | $225,761.49 | $8,792.41 | 4.05% |
Suzanne Hammer 5th Street Advisors LLC | 454,085 | $11.41M | $11.33M | -$82,940.94 | -0.73% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,143 | $76,424.31 | $78,182.12 | $1,757.81 | 2.3% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 39,713 | $1.02M | $990,640.78 | -$24,423.22 | -2.41% |
| EM Erin Mccann Simplicity Wealth LLC | 30,902 | $778,421.38 | $771,159.41 | -$7,261.97 | -0.93% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 69,337 | $1.75M | $1.73M | -$25,994 | -1.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 13,553 | $313,209.83 | $338,147.35 | $24,937.52 | 7.96% |
Jeffrey Gilbert Balboa Wealth Partners | 66,550 | $1.69M | $1.66M | -$36,752.81 | -2.17% |
Kevin Zemann WealthPlan Investment Management LLC | 239,337 | $6.06M | $5.94M | -$116,945.18 | -1.93% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 310,640 | $7.86M | $7.75M | -$108,483.25 | -1.38% |
Mark Mowrey Signature Resources Capital Management LLC | 1,578 | $39,455.21 | $39,276.42 | -$178.79 | -0.45% |
Rachel Faulk Cape Investment Advisory Inc. | 2,631 | $67,248.21 | $65,643.45 | -$1,604.76 | -2.39% |