| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathleen Halliwell DMKC Advisory Services LLC | 13,971 | $3.34M | $2.9M | -$437,331.83 | -13.09% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 4,016 | $809,874.21 | $877,455.88 | $67,581.67 | 8.34% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 10,152 | $2.69M | $2.05M | -$637,097.02 | -23.71% |
Patrick M. Markey Northcape Wealth Management LLC | 2,291 | $469,063.43 | $511,626.14 | $42,562.71 | 9.07% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 6,809 | $1.55M | $1.41M | -$131,117.78 | -8.48% |
Michael Capobianco MWA Asset Management | 2,443 | $529,224.48 | $507,679.83 | -$21,544.65 | -4.07% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 3,235 | $713,285.18 | $697,595.4 | -$15,689.78 | -2.2% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 5,607 | $1.44M | $1.17M | -$271,846.97 | -18.92% |
Darby Barncord Martin Capital Advisors LLP | 1,814 | $361,421.36 | $376,967.34 | $15,545.98 | 4.3% |
| HC Harry Cowley Stonegate Investment Group LLC | 11,536 | $2.13M | $2.4M | $263,711.01 | 12.36% |
Dominic Corabi Wedmont Private Capital | 8,835 | $2.08M | $1.84M | -$239,301.32 | -11.53% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 4,692 | $1.17M | $949,003.92 | -$220,252.97 | -18.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1,106 | $284,859.76 | $229,837.86 | -$55,021.9 | -19.32% |
Bill Ryan Manhattan West Asset Management LLC | 8,078 | $1.88M | $1.79M | -$90,382.32 | -4.81% |
David Doumani PineStone Asset Management Inc. | 770,942 | $172.48M | $160.21M | -$12.27M | -7.12% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,862 | $12.9M | $10.67M | -$2.23M | -17.27% |
Barry Oliver Capital Performance Advisors LLP | 1,136 | $268,414.08 | $248,181.92 | -$20,232.16 | -7.54% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,828 | $670,618.83 | $617,833.16 | -$52,785.67 | -7.87% |
| RS Radon Stancil POM Investment Strategies LLC | 435 | $97,838.62 | $90,397.35 | -$7,441.27 | -7.61% |
Jeffrey McClean Solidarity Wealth LLC | 1,063 | $255,856.57 | $220,902.03 | -$34,954.54 | -13.66% |