| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JPM Justin P. Mason Keb Asset Management LLC | 308 | $41,703.2 | $42,984.48 | $1,281.28 | 3.07% |
William Reid Culp III TAGStone Capital Inc. | 4,522 | $743,963.48 | $622,815.06 | -$121,148.42 | -16.28% |
Scott Ungar BlackDiamond Wealth Management LLC | 2,833 | $465,794.02 | $390,189.09 | -$75,604.93 | -16.23% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 8,329 | $1.5M | $1.16M | -$336,601.9 | -22.46% |
Thomas Pappas Cottonwood Capital Advisors LLC | 4,411 | $765,031.29 | $615,599.16 | -$149,432.13 | -19.53% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 10,744 | $1.45M | $1.51M | $50,819.23 | 3.49% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 2,242 | $331,018.71 | $312,893.52 | -$18,125.19 | -5.48% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,822 | $688,948.02 | $670,740.25 | -$18,207.77 | -2.64% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 11,426 | $1.74M | $1.59M | -$142,310.81 | -8.19% |
| HC Harry Cowley Stonegate Investment Group LLC | 45,626 | $6.88M | $6.37M | -$507,642.83 | -7.38% |
Dominic Corabi Wedmont Private Capital | 11,198 | $1.85M | $1.56M | -$285,434.61 | -15.44% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 6,130 | $1.07M | $863,104 | -$204,502.86 | -19.16% |
| AS Audrey Soza Custos Family Office LLC | 7,308 | $1.29M | $1.02M | -$269,621.83 | -20.84% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4,197 | $709,085.89 | $585,733.32 | -$123,352.57 | -17.4% |
Steve Wachs Legacy CG LLC | 4,854 | $693,259.28 | $677,424.24 | -$15,835.04 | -2.28% |
Susan M. Stiles Stiles Financial Services Inc. | 7,507 | $1.25M | $1.04M | -$209,085.16 | -16.72% |
David Doumani PineStone Asset Management Inc. | 2.18M | $346.48M | $304.58M | -$41.9M | -12.09% |
Candace Cavalier Congress Wealth Management LLC / DE / | 37,931 | $6.16M | $5.29M | -$868,871.18 | -14.1% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,096 | $347,072.02 | $292,517.76 | -$54,554.26 | -15.72% |
Craig Kurth PCG Wealth Advisors LLC | 3,008 | $490,525.62 | $419,796.48 | -$70,729.14 | -14.42% |