| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Adam Causey Jackson Thornton Wealth Management LLC | 1,125 | $354,195 | $316,822.5 | -$37,372.5 | -10.55% |
Justin Fulmer Shelton Wealth Management LLC | 4,205 | $1.57M | $1.18M | -$384,589.33 | -24.51% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 1,621 | $480,539.67 | $474,207.34 | -$6,332.33 | -1.32% |
Darby Barncord Martin Capital Advisors LLP | 3,361 | $947,903.97 | $983,193.33 | $35,289.36 | 3.72% |
| HC Harry Cowley Stonegate Investment Group LLC | 2,107 | $498,783.37 | $593,373.34 | $94,589.97 | 18.96% |
Dominic Corabi Wedmont Private Capital | 3,378 | $1.01M | $983,133.12 | -$27,577.4 | -2.73% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 30 | $10,788.42 | $8,775.6 | -$2,012.82 | -18.66% |
Susan M. Stiles Stiles Financial Services Inc. | 1,230 | $325,039.96 | $347,536.49 | $22,496.53 | 6.92% |
Candace Cavalier Congress Wealth Management LLC / DE / | 61,917 | $17.63M | $18.13M | $500,555.75 | 2.84% |
Nicholas Shaheen FSA Advisors Inc. | 672 | $211,419 | $189,873.59 | -$21,545.41 | -10.19% |
Barry Oliver Capital Performance Advisors LLP | 2,163 | $710,740.17 | $609,144.06 | -$101,596.11 | -14.29% |
Li Peng China Universal Asset Management Co. Ltd. | 4,560 | $1.62M | $1.28M | -$332,663.64 | -20.57% |
Shaun Peterson Peterson Wealth Services | 14,341 | $4.94M | $4.05M | -$890,584.06 | -18.02% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 301 | $90,152.84 | $85,047.55 | -$5,105.29 | -5.66% |
Jacob B. Rue Shore Point Advisors LLC | 878 | $316,123.9 | $248,078.89 | -$68,045.01 | -21.52% |
Sara S. Alexander Sonora Investment Management Group LLC | 5,557 | $1.53M | $1.56M | $39,222.2 | 2.57% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,002 | $565,924.05 | $563,803.24 | -$2,120.81 | -0.37% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 1,534 | $491,080.86 | $432,005.08 | -$59,075.78 | -12.03% |
Jason Whitby Stone Summit Wealth LLC | 8,567 | $2.2M | $2.42M | $219,012.11 | 9.95% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 10,900 | $2.76M | $3.17M | $414,072.87 | 15.01% |