| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 6,708 | $606,012.52 | $657,048.6 | $51,036.08 | 8.42% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 4,705 | $507,262.71 | $470,946.97 | -$36,315.74 | -7.16% |
Russell Silberstein Carmel Capital Partners LLC | 17,055 | $1.83M | $1.67M | -$158,341.71 | -8.66% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,899 | $300,422.83 | $283,957.05 | -$16,465.78 | -5.48% |
Dominic Corabi Wedmont Private Capital | 3,531 | $352,323.18 | $353,664.96 | $1,341.78 | 0.38% |
Candace Cavalier Congress Wealth Management LLC / DE / | 14,182 | $1.57M | $1.42M | -$145,245.69 | -9.27% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 2,753 | $278,611.25 | $269,656.35 | -$8,954.9 | -3.21% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 6,608 | $774,628.15 | $660,436.56 | -$114,191.59 | -14.74% |
| RM Robert Macaulay Jmac Enterprises LLC | 4,200 | $466,830 | $411,390 | -$55,440 | -11.88% |
Sara S. Alexander Sonora Investment Management Group LLC | 42,459 | $4.46M | $4.16M | -$299,579.35 | -6.72% |
Katherine Saltonstall Sandy Cove Advisors LLC | 1,850 | $205,627.5 | $181,207.5 | -$24,420 | -11.88% |
Caroline Jankowski Operose Advisors LLC | 236 | $26,231.4 | $23,116.2 | -$3,115.2 | -11.88% |
Ana-Maria Ignat Covestor Ltd | 471 | $51,855.9 | $47,142.39 | -$4,713.51 | -9.09% |
Andrew Burkey Joseph Group Capital Management | 45,726 | $4.68M | $4.48M | -$203,526.95 | -4.35% |
James Langer Redmont Wealth Advisors LLC | 164 | $18,013.76 | $16,063.8 | -$1,949.96 | -10.82% |
Bill McVay Red Tortoise LLC | 30 | $2,923.5 | $2,938.5 | $15 | 0.51% |
Samantha Pierangeli City State Bank | 186 | $16,226.64 | $18,709.74 | $2,483.1 | 15.3% |
W. Travis McKinney HB Wealth Management LLC | 6,465 | $747,483.02 | $647,081.85 | -$100,401.17 | -13.43% |
Jeremy Baltz Raleigh Capital Management Inc. | 1 | $123.06 | $97.95 | -$25.11 | -20.4% |
William Jollie Quent Capital LLC | 32 | $3,328 | $3,202.88 | -$125.12 | -3.76% |