| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KC Kasey Cook Maripau Wealth Management LLC | 81,181 | $2.18M | $2.06M | -$111,601.73 | -5.13% |
Andrew Endelman Independent Wealth Network Inc. | 9,488 | $252,355.56 | $241,042.64 | -$11,312.92 | -4.48% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,843 | $366,842.22 | $351,335.34 | -$15,506.88 | -4.23% |
| DC Donie Carlson DMC Group LLC | 23,062 | $605,419.88 | $586,120.73 | -$19,299.15 | -3.19% |
Thomas Herbert VPR Management LLC | 10,000 | $314,500 | $254,000 | -$60,500 | -19.24% |
| CB Charles Brewster Brewster Financial Planning LLC | 11,264 | $297,438.36 | $286,781.44 | -$10,656.92 | -3.58% |
Ryan Charles Stout Theory Financial LLC | 235,393 | $6.3M | $5.98M | -$319,120.65 | -5.07% |
Bradley W. Clark Paladin Advisory Group LLC | 3,825 | $101,324.25 | $97,365.37 | -$3,958.88 | -3.91% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 47,757 | $1.41M | $1.21M | -$199,617.67 | -14.14% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 101,696 | $3.12M | $2.59M | -$530,292.48 | -17.02% |
Ashish Sharma DGS Capital Management LLC | 22,575 | $600,720.75 | $574,305.74 | -$26,415.01 | -4.4% |
Armand Doucette Surience Private Wealth LLC | 14,261 | $379,485.21 | $362,015.48 | -$17,469.73 | -4.6% |
Marc Dacanay Geometric Wealth Advisors | 15,041 | $402,069.11 | $382,116.6 | -$19,952.51 | -4.96% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,006 | $344,578.98 | $330,222.34 | -$14,356.64 | -4.17% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 8,640 | $229,662.24 | $219,412.8 | -$10,249.44 | -4.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 15,996 | $414,885.39 | $404,218.92 | -$10,666.47 | -2.57% |
Dominic Corabi Wedmont Private Capital | 8,352 | $222,245.63 | $212,140.8 | -$10,104.83 | -4.55% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 106 | $2,745.4 | $2,693.46 | -$51.94 | -1.89% |
Candace Cavalier Congress Wealth Management LLC / DE / | 143,806 | $4.09M | $3.66M | -$437,399.42 | -10.69% |
Matt Shibata Morling Financial Advisors LLC | 1 | $26.95 | $25.39 | -$1.56 | -5.79% |