| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 8,329 | $1.5M | $1.09M | -$404,733.12 | -27% |
Thomas Pappas Cottonwood Capital Advisors LLC | 4,411 | $765,031.29 | $572,724.24 | -$192,307.05 | -25.14% |
| JBB James B. Boucher Wilson & Boucher Capital Management LLC | 10,744 | $1.45M | $1.38M | -$75,422.77 | -5.18% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 2,242 | $331,018.71 | $287,827.96 | -$43,190.75 | -13.05% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 4,822 | $688,948.02 | $632,287.16 | -$56,660.86 | -8.22% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 10,115 | $1.51M | $1.3M | -$207,866.21 | -13.8% |
| HC Harry Cowley Stonegate Investment Group LLC | 45,626 | $6.88M | $5.98M | -$896,376.35 | -13.04% |
Dominic Corabi Wedmont Private Capital | 12,496 | $2.02M | $1.63M | -$394,136.65 | -19.49% |
| RCW Royal Capital Wealth Management LLC Royal Capital Wealth Management LLC | 6,130 | $1.07M | $793,957.6 | -$273,649.26 | -25.63% |
| AS Audrey Soza Custos Family Office LLC | 7,308 | $1.29M | $951,652.88 | -$342,038.99 | -26.44% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 4,262 | $718,969.79 | $554,102.62 | -$164,867.17 | -22.93% |
| DR Dori Riddle DBK Financial Counsel LLC | 1,936 | $245,329.92 | $252,793.2 | $7,463.28 | 3.04% |
Steve Wachs Legacy CG LLC | 4,854 | $693,259.28 | $631,796.64 | -$61,462.64 | -8.87% |
Susan M. Stiles Stiles Financial Services Inc. | 7,507 | $1.25M | $980,188.99 | -$270,117.07 | -21.6% |
David Doumani PineStone Asset Management Inc. | 2.18M | $346.48M | $286.97M | -$59.51M | -17.18% |
Candace Cavalier Congress Wealth Management LLC / DE / | 42,458 | $6.76M | $5.52M | -$1.24M | -18.32% |
Stanley D. Royer Claris Advisors LLC / Mo / | 2,096 | $347,072.02 | $272,270.4 | -$74,801.62 | -21.55% |
Craig Kurth PCG Wealth Advisors LLC | 3,357 | $537,780.22 | $438,357.06 | -$99,423.16 | -18.49% |
Nicholas Shaheen FSA Advisors Inc. | 1,924 | $261,027 | $252,101.72 | -$8,925.28 | -3.42% |
Barry Oliver Capital Performance Advisors LLP | 1,583 | $226,643.92 | $207,499.64 | -$19,144.28 | -8.45% |