| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 446,629 | $11.68M | $9.8M | -$1.88M | -16.13% |
Craig Kurth PCG Wealth Advisors LLC | 12,920 | $299,977.68 | $283,400.2 | -$16,577.48 | -5.53% |
| NS Nicholas Shaheen FSA Advisors Inc. | 17,263 | $428,812.92 | $378,663.9 | -$50,149.02 | -11.69% |
Barry Oliver Capital Performance Advisors LLP | 28,256 | $718,474.68 | $619,795.36 | -$98,679.32 | -13.73% |
| JG Jaclyn Gilbert SAXON INTERESTS Inc. | 9,271 | $268,766.29 | $203,359.38 | -$65,406.91 | -24.34% |
| RPS Ryan P. Sawyer Viewpoint Capital Management LLC | 50,883 | $1.04M | $1.11M | $69,315 | 6.63% |
| RS Radon Stancil POM Investment Strategies LLC | 7,564 | $213,431.61 | $165,613.78 | -$47,817.83 | -22.4% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 69,323 | $1.33M | $1.52M | $193,143.12 | 14.55% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 107,461 | $1.88M | $2.36M | $476,648.86 | 25.31% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 494 | $9,663.62 | $10,860.59 | $1,196.97 | 12.39% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 17,152 | $320,513.26 | $377,086.72 | $56,573.46 | 17.65% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 12,847 | $282,949.7 | $282,120.12 | -$829.58 | -0.29% |
| FCG Financial Connections Group Inc. Financial Connections Group Inc. | 812 | $23,539.88 | $17,851.82 | -$5,688.06 | -24.16% |
| WL William Liberti Wealth Effects LLC | 22,008 | $470,562.86 | $483,295.68 | $12,732.82 | 2.71% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 12,540 | $285,535.8 | $275,378.4 | -$10,157.4 | -3.56% |
| RM Robert Macaulay Jmac Enterprises LLC | 13,703 | $396,561.52 | $301,260.45 | -$95,301.07 | -24.03% |
| SSA Sara S. Alexander Sonora Investment Management Group LLC | 196,412 | $3.91M | $4.31M | $401,603.61 | 10.27% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 4,514 | $83,816.62 | $99,127.44 | $15,310.82 | 18.27% |
| NZ Nabeed Zaman Eagle Strategies LLC | 44,180 | $1.24M | $970,192.8 | -$272,732.76 | -21.94% |
Bert Miller Miller Wealth Advisors LLC | 1,022 | $17,987.2 | $22,443.12 | $4,455.92 | 24.77% |