| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Dominic Corabi Wedmont Private Capital | 1,015 | $334,757.15 | $349,149.84 | $14,392.69 | 4.3% |
Candace Cavalier Congress Wealth Management LLC / DE / | 10,579 | $4.52M | $3.64M | -$879,063.2 | -19.46% |
Barry Oliver Capital Performance Advisors LLP | 827 | $282,552.82 | $284,479.72 | $1,926.9 | 0.68% |
| SP Shaun Peterson Peterson Wealth Services | 1,833 | $712,741.61 | $630,533.65 | -$82,207.96 | -11.53% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 199 | $66,795.59 | $68,454.01 | $1,658.42 | 2.48% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 20 | $5,629.44 | $6,879.8 | $1,250.36 | 22.21% |
Clint Dunn Beaird Harris Wealth Management LLC | 3 | $1,155.84 | $1,031.97 | -$123.87 | -10.72% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 3,426 | $1.31M | $1.18M | -$128,283.9 | -9.82% |
Ana-Maria Ignat Covestor Ltd | 197 | $82,221.68 | $67,766.03 | -$14,455.65 | -17.58% |
Daniel Flack Intrinsic Value Partners LLC | 9,131 | $3.47M | $3.14M | -$332,419.28 | -9.57% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,514 | $1.98M | $1.55M | -$429,256.22 | -21.66% |
| WJ William Jollie Quent Capital LLC | 1,300 | $488,672 | $447,186.99 | -$41,485.01 | -8.49% |
Dalila Toledo Ascent Group LLC | 26,329 | $10.64M | $9.06M | -$1.59M | -14.91% |
Michael Byun SageView Advisory Group LLC | 49 | $19,165 | $16,855.51 | -$2,309.49 | -12.05% |
| TG Timothy Gerlach Novem Group | 2,706 | $1.22M | $930,836.91 | -$284,448.09 | -23.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,438 | $595,518.94 | $494,657.61 | -$100,861.33 | -16.94% |
| JG John Ginter Callan Family Office LLC | 2,094 | $788,935.14 | $720,315.04 | -$68,620.1 | -8.7% |
Anita Woodhouse V-Square Quantitative Management LLC | 65 | $25,423 | $22,359.35 | -$3,063.65 | -12.05% |
Mariana Coli Dunhill Financial LLC | 2 | $732.78 | $687.98 | -$44.8 | -6.11% |
Lukas Lindgren Abound Wealth Management | 146 | $41,017.78 | $50,222.54 | $9,204.76 | 22.44% |