| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 7,039 | $669,344.43 | $504,766.69 | -$164,577.74 | -24.59% |
Candace Cavalier Congress Wealth Management LLC / DE / | 245,270 | $17.52M | $17.59M | $68,563.5 | 0.39% |
Matt Shibata Morling Financial Advisors LLC | 3,361 | $264,435.1 | $245,823.54 | -$18,611.56 | -7.04% |
Craig Kurth PCG Wealth Advisors LLC | 2,150 | $275,861.5 | $154,176.5 | -$121,685 | -44.11% |
Nicholas Shaheen FSA Advisors Inc. | 2,987 | $220,722.37 | $214,197.77 | -$6,524.6 | -2.96% |
Barry Oliver Capital Performance Advisors LLP | 22,817 | $2.05M | $1.64M | -$412,398.7 | -20.13% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,610 | $233,186.3 | $187,163.1 | -$46,023.2 | -19.74% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 2,379 | $222,088.13 | $170,598.09 | -$51,490.04 | -23.18% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 2,282 | $219,414.3 | $163,642.22 | -$55,772.08 | -25.42% |
| RS Radon Stancil POM Investment Strategies LLC | 48 | $4,231.97 | $3,442.08 | -$789.89 | -18.66% |
Edgerly Roberts Eagle Bluffs Wealth Management LLC | 43,388 | $1.15M | $3.17M | $2.02M | 175.42% |
Li Peng China Universal Asset Management Co. Ltd. | 213,137 | $14.85M | $15.28M | $434,433.52 | 2.93% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 2,510 | $159,323.1 | $179,992.1 | $20,669 | 12.97% |
Shaun Peterson Peterson Wealth Services | 85,160 | $8.31M | $6.11M | -$2.2M | -26.48% |
Taylor Jobe MKT Advisors LLC | 3,079 | $209,681.58 | $220,795.09 | $11,113.51 | 5.3% |
William Liberti Wealth Effects LLC | 6,734 | $625,806.6 | $492,524.76 | -$133,281.84 | -21.3% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 967 | $82,336.23 | $69,343.57 | -$12,992.66 | -15.78% |
Katherine Andersen Western Pacific Wealth Management LP | 3,500 | $364,845 | $259,490 | -$105,355 | -28.88% |
Jordan Szekely Cherrydale Wealth Management LLC | 5,600 | $287,753.72 | $401,576 | $113,822.28 | 39.56% |
Sara S. Alexander Sonora Investment Management Group LLC | 9,030 | $531,828.4 | $647,541.3 | $115,712.9 | 21.76% |