| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Reid Culp III TAGStone Capital Inc. | 18,860 | $988,741.21 | $966,386.4 | -$22,354.81 | -2.26% |
Mark Sansoterra Highview Capital Management LLC/DE/ | 6,776 | $358,291.85 | $348,049.24 | -$10,242.61 | -2.86% |
Darby Barncord Martin Capital Advisors LLP | 3,960 | $203,068.8 | $203,425.2 | $356.4 | 0.18% |
Dominic Corabi Wedmont Private Capital | 4,466 | $228,703.86 | $229,351.43 | $647.57 | 0.28% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 4,962 | $260,058.42 | $254,352.12 | -$5,706.3 | -2.19% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 2,537 | $127,966.9 | $130,300.32 | $2,333.42 | 1.82% |
Candace Cavalier Congress Wealth Management LLC / DE / | 8,269 | $433,047.53 | $424,861.22 | -$8,186.31 | -1.89% |
Craig Kurth PCG Wealth Advisors LLC | 4,575 | $236,935.75 | $234,514.5 | -$2,421.25 | -1.02% |
Jacob B. Rue Shore Point Advisors LLC | 143,054 | $7.54M | $7.33M | -$207,287.45 | -2.75% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 72,427 | $3.72M | $3.72M | $1,131.5 | 0.03% |
Katherine Saltonstall Sandy Cove Advisors LLC | 187,185 | $9.91M | $9.59M | -$320,212.72 | -3.23% |
Dave Reichert Echo45 Advisors LLC | 4,237 | $216,976.77 | $217,654.69 | $677.92 | 0.31% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,248 | $464,061.29 | $475,300.96 | $11,239.67 | 2.42% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,240 | $275,414.4 | $269,021.6 | -$6,392.8 | -2.32% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 384,797 | $20.3M | $19.76M | -$532,764.97 | -2.62% |
Lonny Elfenbein West Michigan Advisors LLC | 4,408 | $224,026.87 | $225,865.92 | $1,839.05 | 0.82% |
John Gorlow Cardiff Park Advisors LLC | 2,578 | $131,396.66 | $132,096.72 | $700.06 | 0.53% |
Stefan Demuth Ameliora Wealth Management Ltd. | 437,075 | $23.02M | $22.4M | -$612,600.51 | -2.66% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 35,979 | $1.91M | $1.85M | -$57,866.9 | -3.04% |
Jay Richards Investment Advisory Group LLC | 78,511 | $4.16M | $4.02M | -$133,726.32 | -3.22% |