| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MSH Michelle S. Hickox FIRST FINANCIAL BANKSHARES Inc. | 38,435 | $505,036 | $440,080.75 | -$64,955.25 | -12.86% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 85,144 | $1.08M | $973,195.92 | -$110,946.14 | -10.23% |
| RR rosemary richard WCG Wealth Advisors LLC | 26,483 | $345,643.26 | $301,906.2 | -$43,737.06 | -12.65% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,215 | $221,858.7 | $207,286.7 | -$14,572 | -6.57% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 2,072 | $26,554.87 | $23,765.84 | -$2,789.03 | -10.5% |
Andrew Endelman Independent Wealth Network Inc. | 11,458 | $139,558.44 | $130,735.78 | -$8,822.66 | -6.32% |
| RS Russell Silberstein Carmel Capital Partners LLC | 18,312 | $234,428.64 | $208,756.8 | -$25,671.84 | -10.95% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 12,872 | $156,780.96 | $147,191.32 | -$9,589.64 | -6.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 40,381 | $492,770.82 | $458,728.16 | -$34,042.66 | -6.91% |
| DM David Mailloux WealthCare Investment Partners LLC | 13,172 | $160,434.96 | $149,765.64 | -$10,669.32 | -6.65% |
Jeremy Baltz Raleigh Capital Management Inc. | 5,685 | $72,835.73 | $64,581.6 | -$8,254.13 | -11.33% |
| EM Erin Mccann Simplicity Wealth LLC | 33,233 | $425,162.73 | $377,526.88 | -$47,635.85 | -11.2% |
Michael Byun SageView Advisory Group LLC | 39,287 | $606,873.08 | $447,871.8 | -$159,001.28 | -26.2% |
Kevin Zemann WealthPlan Investment Management LLC | 11,677 | $153,435.78 | $132,884.26 | -$20,551.52 | -13.39% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 3,250 | $42,701.55 | $37,375 | -$5,326.55 | -12.47% |
| SM Sarah Moore BOS Asset Management LLC | 55,290 | $708,623.59 | $641,364 | -$67,259.59 | -9.49% |
| PIL PFG Investments LLC PFG Investments LLC | 14,846 | $193,172.9 | $170,580.54 | -$22,592.36 | -11.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 26,049 | $342,287.35 | $294,874.68 | -$47,412.67 | -13.85% |
Courtney Haddad Concurrent Investment Advisors, LLC | 13,289 | $181,700.7 | $152,690.61 | -$29,010.09 | -15.97% |
Joseph C. Gissy Tactive Advisors, LLC | 15,240 | $176,327 | $174,955.2 | -$1,371.8 | -0.78% |