| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 133,377 | $18.45M | $13.51M | -$4.95M | -26.8% |
| RS Radon Stancil POM Investment Strategies LLC | 31 | $2,794.23 | $3,113.95 | $319.72 | 11.44% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 728 | $131,096.65 | $73,746.4 | -$57,350.25 | -43.75% |
Katherine Andersen Western Pacific Wealth Management LP | 25 | $2,723.25 | $2,524.25 | -$199 | -7.31% |
Caitlin Garner SC&H Financial Advisors Inc. | 2,115 | $240,454.35 | $214,080.3 | -$26,374.05 | -10.97% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 2,310 | $453,408.9 | $234,580.5 | -$218,828.4 | -48.26% |
| MS Marek Sestak Czech National Bank | 61,291 | $6.42M | $6.14M | -$283,676.42 | -4.42% |
Jennifer Carlson Gould Capital LLC | 14 | $1,351 | $1,417.64 | $66.64 | 4.93% |
G. Adam Parmer Enhancing Capital LLC | 7,650 | $1.5M | $773,568 | -$730,728 | -48.58% |
Caroline Jankowski Operose Advisors LLC | 2,000 | $189,223 | $200,080 | $10,857 | 5.74% |
Ana-Maria Ignat Covestor Ltd | 1,697 | $186,530.26 | $172,024.89 | -$14,505.37 | -7.78% |
Kathryn Brown Morton Brown Family Wealth LLC | 4 | $454.76 | $401.48 | -$53.28 | -11.72% |
Sean Reitenbach Prosperity Consulting Group LLC | 2,294 | $260,804.86 | $230,478.18 | -$30,326.68 | -11.63% |
Kathleen Thornhill Confluence Wealth Services Inc. | 20,281 | $2.25M | $2.03M | -$217,365.48 | -9.67% |
Samantha Pierangeli City State Bank | 65 | $6,523.79 | $6,522.75 | -$1.04 | -0.02% |
W. Travis McKinney HB Wealth Management LLC | 870,719 | $82.96M | $88.26M | $5.31M | 6.39% |
| LF Lukas Feh LGT Group Foundation | 3,185 | $367,262.35 | $320,665.8 | -$46,596.55 | -12.69% |
Timothy Taylor TCM Advisors LLC | 9,418 | $1.03M | $954,561.39 | -$71,263.13 | -6.95% |
Jeremy Baltz Raleigh Capital Management Inc. | 155 | $17,259.8 | $15,506.2 | -$1,753.6 | -10.16% |
William Jollie Quent Capital LLC | 419 | $43,380.17 | $42,474.03 | -$906.14 | -2.09% |