| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 2,781 | $370,826.73 | $324,932.04 | -$45,894.69 | -12.38% |
| KWM Kolinsky Wealth Management LLC Kolinsky Wealth Management LLC | 5,386 | $724,146.29 | $629,300.24 | -$94,846.05 | -13.1% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,944 | $289,483.52 | $359,182.71 | $69,699.19 | 24.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 18,402 | $2.46M | $2.15M | -$305,852.53 | -12.45% |
Li Peng China Universal Asset Management Co. Ltd. | 10,788 | $1.45M | $1.26M | -$188,441.51 | -13.01% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 278 | $37,832.49 | $32,481.52 | -$5,350.97 | -14.14% |
| RM Robert Macaulay Jmac Enterprises LLC | 4,300 | $540,209 | $502,412 | -$37,797 | -7% |
Sara S. Alexander Sonora Investment Management Group LLC | 98,696 | $13.03M | $11.53M | -$1.5M | -11.53% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,877 | $708,009.82 | $686,668.68 | -$21,341.14 | -3.01% |
M. Katherine Pieper Unionview LLC | 1,721 | $198,746.97 | $201,081.64 | $2,334.67 | 1.17% |
| MS Marek Sestak Czech National Bank | 91,785 | $10.89M | $10.72M | -$160,879.22 | -1.48% |
Clint Dunn Beaird Harris Wealth Management LLC | 27 | $3,759.02 | $3,154.68 | -$604.34 | -16.08% |
Penny A. Phillips Journey Strategic Wealth LLC | 14,445 | $1.92M | $1.69M | -$235,645.3 | -12.25% |
Salvatore Pitti Pitti Group Wealth Management LLC | 4,257 | $573,736.43 | $512,415.09 | -$61,321.34 | -10.69% |
Caroline Jankowski Operose Advisors LLC | 870 | $118,755 | $104,721.9 | -$14,033.1 | -11.82% |
Ana-Maria Ignat Covestor Ltd | 1,135 | $126,707.39 | $136,245.4 | $9,538.01 | 7.53% |
Kathryn Brown Morton Brown Family Wealth LLC | 990 | $113,362.8 | $115,671.6 | $2,308.8 | 2.04% |
Andrew Burkey Joseph Group Capital Management | 177 | $16,603.32 | $20,999.28 | $4,395.96 | 26.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 9,884 | $1.23M | $1.19M | -$37,764.44 | -3.08% |
Kathleen Thornhill Confluence Wealth Services Inc. | 8,452 | $908,648.88 | $987,531.68 | $78,882.8 | 8.68% |