| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Robert Tutela Essex LLC | 521 | $333,835.97 | $270,617.81 | -$63,218.16 | -18.94% |
Kalon Hoard Holland Advisory Services Inc. | 390 | $249,896.4 | $198,159 | -$51,737.4 | -20.7% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 102 | $44,980.92 | $52,512.66 | $7,531.74 | 16.74% |
Andrew Endelman Independent Wealth Network Inc. | 3,250 | $861,989.94 | $1.69M | $826,124.99 | 95.84% |
Brian Landzaat Vista Finance LLC | 545 | $349,214.21 | $276,916.3 | -$72,297.91 | -20.7% |
Bobby Adusumilli SJS Investment Consulting Inc. | 52 | $11,510.91 | $26,323.44 | $14,812.53 | 128.68% |
Ryan Charles Stout Theory Financial LLC | 12,271 | $2.61M | $6.3M | $3.69M | 141.62% |
Marc Dacanay Geometric Wealth Advisors | 615 | $202,125.9 | $312,995.02 | $110,869.12 | 54.85% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 634 | $406,241.85 | $326,402.22 | -$79,839.63 | -19.65% |
Jonathan Davison Austin Asset Management Co. Inc. | 382 | $244,770.32 | $194,413.17 | -$50,357.15 | -20.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,410 | $399,606.51 | $768,238.5 | $368,631.99 | 92.25% |
| JPM Justin P. Mason Keb Asset Management LLC | 369 | $236,440.44 | $191,665.98 | -$44,774.46 | -18.94% |
William Reid Culp III TAGStone Capital Inc. | 820 | $269,501.2 | $425,924.4 | $156,423.2 | 58.04% |
Michael Capobianco MWA Asset Management | 1,142 | $231,498.86 | $593,177.64 | $361,678.78 | 156.23% |
Thomas Pappas Cottonwood Capital Advisors LLC | 21,813 | $3.9M | $11.06M | $7.16M | 183.28% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 1,540 | $231,112.69 | $794,278.1 | $563,165.41 | 243.68% |
Dominic Corabi Wedmont Private Capital | 982 | $477,545.72 | $498,473.02 | $20,927.3 | 4.38% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 33 | $3,827.67 | $16,796.34 | $12,968.67 | 338.81% |
| JB Joel Blattner Avaii Wealth Management LLC | 16,690 | $4.03M | $8.67M | $4.64M | 115% |
Candace Cavalier Congress Wealth Management LLC / DE / | 3,530 | $808,538.72 | $1.79M | $977,923.68 | 120.95% |