| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam J. Peck Riverwater Partners LLC | 25,370 | $1.96M | $1.89M | -$68,372.15 | -3.49% |
| SE Sima Elimelech Activest Wealth Management | 32 | $2,549.44 | $2,357.44 | -$192 | -7.53% |
Brian Baylis Bell Investment Advisors Inc. | 346 | $16,661.48 | $25,631.68 | $8,970.2 | 53.84% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,455 | $354,929.85 | $327,982.89 | -$26,946.96 | -7.59% |
Bobby Adusumilli SJS Investment Consulting Inc. | 182 | $13,853.86 | $13,399.08 | -$454.78 | -3.28% |
Kea Molnar Cromwell Holdings LLC | 16 | $1,508.5 | $1,223.52 | -$284.98 | -18.89% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 3,285 | $275,986.44 | $248,937.3 | -$27,049.14 | -9.8% |
Ashish Sharma DGS Capital Management LLC | 4,378 | $493,720.49 | $322,314.05 | -$171,406.44 | -34.72% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 102 | $8,199.99 | $7,479.66 | -$720.33 | -8.78% |
| DC Dominic Corabi Wedmont Private Capital | 5,889 | $464,363.33 | $437,591.57 | -$26,771.76 | -5.77% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 10 | $1,270.7 | $736.94 | -$533.76 | -42.01% |
Candace Cavalier Congress Wealth Management LLC / DE / | 70,724 | $8.99M | $5.21M | -$3.77M | -42.01% |
| JE John Ervin Ervin Investment Management LLC | 2,831 | $225,545.77 | $216,486.57 | -$9,059.2 | -4.02% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 38,587 | $4.17M | $2.82M | -$1.34M | -32.24% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 2,604 | $200,846.52 | $190,873.2 | -$9,973.32 | -4.97% |
Ana-Maria Ignat Covestor Ltd | 820 | $59,970.6 | $61,184.3 | $1,213.7 | 2.02% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 64,704 | $5.23M | $4.81M | -$419,908.17 | -8.03% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,942 | $773,177.77 | $591,255.69 | -$181,922.08 | -23.53% |
Matt Monson Sovereign's Capital Management LLC | 13,948 | $1.09M | $1.03M | -$60,159.29 | -5.52% |
| WJ William Jollie Quent Capital LLC | 3,084 | $121,474.9 | $230,035.56 | $108,560.66 | 89.37% |