| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,557 | $722,515.83 | $672,617.06 | -$49,898.77 | -6.91% |
Brandon Collier Collier Financial | 34 | $3,648.24 | $3,490.44 | -$157.8 | -4.33% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,353 | $258,108.37 | $241,300.15 | -$16,808.22 | -6.51% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 207 | $21,848.44 | $21,423.46 | -$424.98 | -1.95% |
| JB Joel Blattner Avaii Wealth Management LLC | 2,632 | $286,386.29 | $269,911.6 | -$16,474.69 | -5.75% |
Candace Cavalier Congress Wealth Management LLC / DE / | 19,119 | $2.02M | $1.98M | -$42,208.85 | -2.09% |
William Liberti Wealth Effects LLC | 2,740 | $293,554.99 | $280,987 | -$12,567.99 | -4.28% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 377 | $40,384.24 | $39,023.27 | -$1,360.97 | -3.37% |
| RM Robert Macaulay Jmac Enterprises LLC | 99,907 | $11.21M | $10.26M | -$950,476.61 | -8.48% |
Jordan Szekely Cherrydale Wealth Management LLC | 6,627 | $722,282.97 | $686,424.66 | -$35,858.31 | -4.96% |
Ryan Gough Perfromance Wealth Partners LLC | 3,834 | $417,859.12 | $393,176.7 | -$24,682.42 | -5.91% |
Clint Dunn Beaird Harris Wealth Management LLC | 198 | $20,875.14 | $20,496.96 | -$378.18 | -1.81% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 101,239 | $11.13M | $10.47M | -$661,730.38 | -5.94% |
David B. Short Investments & Financial Planning LLC | 3,410 | $447,069.65 | $352,611.05 | -$94,458.6 | -21.13% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 15,200 | $1.66M | $1.56M | -$97,432 | -5.88% |
Caroline Jankowski Operose Advisors LLC | 4,506 | $492,936.57 | $462,585.96 | -$30,350.61 | -6.16% |
Ana-Maria Ignat Covestor Ltd | 1,779 | $191,410.55 | $184,153.18 | -$7,257.37 | -3.79% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,302 | $674,009.92 | $646,963.32 | -$27,046.6 | -4.01% |
John Gorlow Cardiff Park Advisors LLC | 1,790 | $228,438.46 | $183,761.4 | -$44,677.06 | -19.56% |
Stefan Demuth Ameliora Wealth Management Ltd. | 1,475 | $157,589 | $151,261.25 | -$6,327.75 | -4.02% |