| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cliff A. Demarest Consilium Wealth Advisory LLC | 3,767 | $604,860 | $600,233.78 | -$4,626.22 | -0.76% |
Candace Cavalier Congress Wealth Management LLC / DE / | 194,084 | $31.51M | $30.59M | -$915,969.57 | -2.91% |
cullen roche Orcam Financial Group | 1,725 | $252,954 | $270,842.25 | $17,888.25 | 7.07% |
Craig Kurth PCG Wealth Advisors LLC | 2,329 | $371,367.31 | $371,428.92 | $61.61 | 0.02% |
Barry Oliver Capital Performance Advisors LLP | 16,250 | $2.48M | $2.58M | $99,897.19 | 4.03% |
Jennifer Scott Scott Capital Advisors LLC | 3,166 | $459,956.48 | $499,452.33 | $39,495.85 | 8.59% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 2,043 | $305,119.9 | $325,460.11 | $20,340.21 | 6.67% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 2,451 | $405,578.1 | $384,954.06 | -$20,624.04 | -5.09% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 1,957 | $321,326.81 | $311,847.95 | -$9,478.86 | -2.95% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 15,997 | $2.59M | $2.51M | -$78,840.14 | -3.04% |
| RS Radon Stancil POM Investment Strategies LLC | 523 | $76,243.37 | $82,853.66 | $6,610.29 | 8.67% |
Li Peng China Universal Asset Management Co. Ltd. | 14,585 | $2.28M | $2.31M | $23,583.52 | 1.03% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 14,568 | $2.35M | $2.29M | -$64,357.29 | -2.74% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 2,391 | $369,803.95 | $375,410.91 | $5,606.96 | 1.52% |
Shaun Peterson Peterson Wealth Services | 1,401 | $202,257.46 | $222,646.92 | $20,389.46 | 10.08% |
Taylor Jobe MKT Advisors LLC | 2,915 | $470,809.17 | $465,379.75 | -$5,429.42 | -1.15% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 1,679 | $242,514.76 | $264,199.04 | $21,684.28 | 8.94% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 123 | $18,036.72 | $19,609.27 | $1,572.55 | 8.72% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 10,916 | $1.69M | $1.74M | $49,036.92 | 2.89% |
William Liberti Wealth Effects LLC | 8,751 | $1.38M | $1.39M | $10,790.06 | 0.78% |