| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 1,530 | $308,004 | $267,734.7 | -$40,269.3 | -13.07% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 100 | $8,808.1 | $17,505 | $8,696.9 | 98.74% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 214 | $43,080.34 | $37,668.28 | -$5,412.06 | -12.56% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20 | $3,376.3 | $3,447.6 | $71.3 | 2.11% |
| HC Harry Cowley Stonegate Investment Group LLC | 1,240 | $176,216.4 | $217,372 | $41,155.6 | 23.36% |
Candace Cavalier Congress Wealth Management LLC / DE / | 72,406 | $13.17M | $12.66M | -$513,358.54 | -3.9% |
| RS Radon Stancil POM Investment Strategies LLC | 11 | $2,243 | $1,923.13 | -$319.87 | -14.26% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 73 | $13,282.35 | $12,794.71 | -$487.64 | -3.67% |
| MS Marek Sestak Czech National Bank | 17,225 | $2.75M | $3.01M | $262,473.26 | 9.55% |
Ana-Maria Ignat Covestor Ltd | 93 | $15,307.43 | $16,369.86 | $1,062.43 | 6.94% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,579 | $481,274.8 | $452,485.55 | -$28,789.25 | -5.98% |
W. Travis McKinney HB Wealth Management LLC | 2,934 | $513,096.63 | $516,442.68 | $3,346.05 | 0.65% |
| JAI Josh Arnold Investment Consultant LLC Josh Arnold Investment Consultant LLC | 7,465 | $1.45M | $1.31M | -$148,102.9 | -10.19% |
William Jollie Quent Capital LLC | 635 | $128,237.88 | $111,772.7 | -$16,465.18 | -12.84% |
Dalila Toledo Ascent Group LLC | 1,086 | $219,349.68 | $189,930.54 | -$29,419.14 | -13.41% |
Robert Glass AlphaCentric Advisors LLC | 518 | $104,445.52 | $91,364.84 | -$13,080.68 | -12.52% |
Michael Byun SageView Advisory Group LLC | 1,130 | $205,763.73 | $198,094.65 | -$7,669.08 | -3.73% |
Taro Kuriyama Axq Capita LLP | 1,531 | $308,206 | $268,231.2 | -$39,974.8 | -12.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 1,162 | $177,565.22 | $204,535.24 | $26,970.02 | 15.19% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 2,624 | $314,034.49 | $463,398.4 | $149,363.91 | 47.56% |