| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,650 | $245,938 | $241,032.75 | -$4,905.25 | -1.99% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 163 | $10,562.85 | $8,577.06 | -$1,985.79 | -18.8% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 7,501 | $296,627.1 | $397,102.94 | $100,475.84 | 33.87% |
Dominic Corabi Wedmont Private Capital | 3,887 | $214,212.57 | $201,696.43 | -$12,516.14 | -5.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 22 | $1,798.72 | $1,148.84 | -$649.88 | -36.13% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,875 | $327,648.75 | $252,232.5 | -$75,416.25 | -23.02% |
Ana-Maria Ignat Covestor Ltd | 90 | $3,477.6 | $4,735.8 | $1,258.2 | 36.18% |
Daniel Flack Intrinsic Value Partners LLC | 10,366 | $635,619.78 | $539,135.66 | -$96,484.12 | -15.18% |
James Langer Redmont Wealth Advisors LLC | 40 | $3,116.8 | $2,137.2 | -$979.6 | -31.43% |
W. Travis McKinney HB Wealth Management LLC | 12,080 | $641,541.59 | $635,649.6 | -$5,891.99 | -0.92% |
William Jollie Quent Capital LLC | 465 | $19,795.3 | $24,468.3 | $4,673 | 23.61% |
Taro Kuriyama Axq Capita LLP | 22,222 | $923,990.76 | $1.15M | $228,219.94 | 24.7% |
Katie Christensen iSAM Funds UKK) Ltd | 4,200 | $222,138 | $224,280 | $2,142 | 0.96% |
Amanda Hawley Atria Wealth Solutions Inc. | 4,166 | $308,601.34 | $219,214.92 | -$89,386.42 | -28.97% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 11,441 | $605,114 | $594,932 | -$10,182 | -1.68% |
CJ Harrison DecisionPoint Financial LLC | 3 | $171.21 | $157.86 | -$13.35 | -7.8% |
Rachel Faulk Cape Investment Advisory Inc. | 181 | $9,573.16 | $9,524.22 | -$48.94 | -0.51% |
Mariana Coli Dunhill Financial LLC | 6 | $273.64 | $315.72 | $42.08 | 15.38% |
Lukas Lindgren Abound Wealth Management | 4 | $154.67 | $207.68 | $53.01 | 34.27% |
Drew Phillips Fortitude Family Office LLC | 294 | $15,931.16 | $15,470.28 | -$460.88 | -2.89% |