| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christina Forster Pazienza Guardian Partners Inc. | 3,175 | $274,384 | $261,143.75 | -$13,240.25 | -4.83% |
Troy Winegarner Strong Tower Advisory Services | 228,180 | $19.86M | $18.77M | -$1.09M | -5.5% |
Brian Baylis Bell Investment Advisors Inc. | 469,199 | $41.93M | $38.83M | -$3.1M | -7.39% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 49,402 | $4.27M | $4.06M | -$207,272.5 | -4.85% |
| KC Kasey Cook Maripau Wealth Management LLC | 3,424 | $303,674.56 | $281,418.56 | -$22,256 | -7.33% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 4,051 | $357,500.75 | $332,627.61 | -$24,873.14 | -6.96% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1,772 | $175,215.36 | $145,747 | -$29,468.36 | -16.82% |
| AB Andrew Blass Atlantic Private Wealth LLC | 88 | $8,562.35 | $7,232.72 | -$1,329.63 | -15.53% |
Armand Doucette Surience Private Wealth LLC | 20,801 | $1.8M | $1.71M | -$91,349.34 | -5.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,315 | $834,968.84 | $764,156.06 | -$70,812.78 | -8.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 70,474 | $6.32M | $5.8M | -$524,901.74 | -8.3% |
Justin Fulmer Shelton Wealth Management LLC | 50,300 | $4.56M | $4.14M | -$422,166.5 | -9.26% |
| AS Audrey Soza Custos Family Office LLC | 76,217 | $6.72M | $6.22M | -$500,740.15 | -7.45% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 48 | $4,541.76 | $3,948 | -$593.76 | -13.07% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,138 | $376,682.14 | $340,350.5 | -$36,331.64 | -9.65% |
Matt Shibata Morling Financial Advisors LLC | 2,175 | $191,771.13 | $179,481 | -$12,290.13 | -6.41% |
cullen roche Orcam Financial Group | 5,751 | $497,001.42 | $471,783.31 | -$25,218.11 | -5.07% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 5,719 | $531,922.9 | $469,587.09 | -$62,335.81 | -11.72% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 1,290 | $111,830.1 | $106,102.5 | -$5,727.6 | -5.12% |
Matthew Watters Midwest Heritage Bank, FSB | 57,885 | $5.15M | $4.76M | -$384,254.49 | -7.47% |