| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 4,600 | $237,345.98 | $240,534 | $3,188.02 | 1.34% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 142 | $8,416.34 | $7,425.18 | -$991.16 | -11.78% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 590 | $30,706.76 | $30,851.1 | $144.34 | 0.47% |
| RM Robert Macaulay Jmac Enterprises LLC | 234,126 | $12.49M | $12.24M | -$246,311.76 | -1.97% |
Michelle Wells Darrow Company Inc. | 141,012 | $7.36M | $7.37M | $13,743.65 | 0.19% |
Clint Dunn Beaird Harris Wealth Management LLC | 208 | $10,816 | $10,876.32 | $60.32 | 0.56% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 75,788 | $4.08M | $3.97M | -$114,080.68 | -2.79% |
Tyler Glazier New Millennium Group LLC | 125,464 | $6.78M | $6.56M | -$224,216.1 | -3.3% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,486 | $127,432.36 | $129,992.94 | $2,560.58 | 2.01% |
John Gorlow Cardiff Park Advisors LLC | 570 | $33,783.9 | $29,788.2 | -$3,995.7 | -11.83% |
Stefan Demuth Ameliora Wealth Management Ltd. | 520,969 | $27.42M | $27.24M | -$176,809.08 | -0.64% |
Eric Lai Archvest Wealth Advisors Inc. | 35,269 | $1.88M | $1.84M | -$33,039.98 | -1.76% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 19,274 | $992,959.91 | $1M | $11,986.45 | 1.21% |
Sean Reitenbach Prosperity Consulting Group LLC | 299,448 | $15.97M | $15.64M | -$330,435.73 | -2.07% |
Samantha Pierangeli City State Bank | 114,780 | $6.03M | $6M | -$27,121.67 | -0.45% |
Michelle McCarthy Vantage Financial Partners LLC | 8,555 | $459,574.6 | $447,340.95 | -$12,233.65 | -2.66% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,726 | $411,190 | $403,992.54 | -$7,197.46 | -1.75% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,355 | $555,577.53 | $541,152.3 | -$14,425.23 | -2.6% |
Marc H. Stone Tyler-Stone Wealth Management | 5,084 | $286,341.68 | $265,842.36 | -$20,499.32 | -7.16% |
Dalila Toledo Ascent Group LLC | 10,120 | $538,006.15 | $529,174.8 | -$8,831.35 | -1.64% |