| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AS Audrey Soza Custos Family Office LLC | 1,296 | $569,203.59 | $510,533.28 | -$58,670.31 | -10.31% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 209 | $107,205.73 | $86,609.6 | -$20,596.13 | -19.21% |
| JB Joel Blattner Avaii Wealth Management LLC | 3,335 | $1.1M | $1.36M | $255,444.51 | 23.18% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 784 | $325,853.92 | $314,956.33 | -$10,897.59 | -3.34% |
Bill Ryan Manhattan West Asset Management LLC | 11,236 | $4.38M | $4.59M | $215,292.57 | 4.92% |
Arthur Romano FOREFRONT WEALTH MANAGEMENT Inc. | 3,950 | $1.95M | $1.64M | -$310,215.2 | -15.93% |
Susan M. Stiles Stiles Financial Services Inc. | 1,331 | $671,419.62 | $539,840.29 | -$131,579.33 | -19.6% |
David Doumani PineStone Asset Management Inc. | 807,522 | $405.81M | $334.64M | -$71.18M | -17.54% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 4,385 | $2.06M | $1.79M | -$265,476.09 | -12.9% |
Candace Cavalier Congress Wealth Management LLC / DE / | 31,136 | $16.63M | $12.9M | -$3.73M | -22.42% |
Stanley D. Royer Claris Advisors LLC / Mo / | 1,663 | $793,577.78 | $689,147.18 | -$104,430.6 | -13.16% |
cullen roche Orcam Financial Group | 645 | $268,081.35 | $259,115.86 | -$8,965.49 | -3.34% |
Barry Oliver Capital Performance Advisors LLP | 1,815 | $510,620.47 | $729,139.97 | $218,519.5 | 42.79% |
Jaclyn Gilbert SAXON INTERESTS Inc. | 1,728 | $885,581.47 | $700,859.52 | -$184,721.95 | -20.86% |
Kristie R. Furseth Bowman & Co S.C. | 4,311 | $2.2M | $1.79M | -$408,864.84 | -18.62% |
| RS Radon Stancil POM Investment Strategies LLC | 57 | $19,159.15 | $23,620.8 | $4,461.65 | 23.29% |
Li Peng China Universal Asset Management Co. Ltd. | 8,347 | $3.89M | $3.46M | -$434,282.05 | -11.15% |
Jeffrey McClean Solidarity Wealth LLC | 5,902 | $2.22M | $2.45M | $222,898.48 | 10.03% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 556 | $193,105.2 | $230,406.39 | $37,301.19 | 19.32% |
| CWM Carole W. Murphy Lynch Asset Management Inc. | 16,550 | $7.25M | $6.69M | -$560,638.5 | -7.74% |