| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Spratt Badgley Phelps Wealth Managers LLC | 346,715 | $28.2M | $28.17M | -$22,518.79 | -0.08% |
Jared McBride GoalFusion Wealth Management LLC | 262,321 | $21.24M | $21.32M | $73,954.5 | 0.35% |
Brad Van Aken Agate Pass Investment Management LLC | 24,653 | $1.94M | $2M | $66,340.15 | 3.42% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 67,409 | $5.57M | $5.48M | -$95,924.79 | -1.72% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 7,718 | $639,958.83 | $626,933.14 | -$13,025.69 | -2.04% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,261 | $101,575.43 | $102,468.86 | $893.43 | 0.88% |
Michael Abram INTEGRAL INVESTMENT ADVISORS Inc. | 10,575 | $882,524.25 | $859,324.5 | -$23,199.75 | -2.63% |
William Reid Culp III TAGStone Capital Inc. | 228,161 | $18.25M | $18.5M | $247,304.1 | 1.36% |
Dominic Corabi Wedmont Private Capital | 22,780 | $1.9M | $1.85M | -$49,250.07 | -2.59% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,106 | $277,357.2 | $252,393.56 | -$24,963.64 | -9% |
Candace Cavalier Congress Wealth Management LLC / DE / | 207,471 | $16.97M | $16.86M | -$109,407.94 | -0.64% |
cullen roche Orcam Financial Group | 12,426 | $1.11M | $1.01M | -$101,865.71 | -9.17% |
Barry Oliver Capital Performance Advisors LLP | 2,932 | $242,623 | $238,166.36 | -$4,456.64 | -1.84% |
Jennifer Scott Scott Capital Advisors LLC | 356,028 | $29.43M | $28.93M | -$495,442.22 | -1.68% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 7,345 | $612,373.3 | $596,854.7 | -$15,518.6 | -2.53% |
Sam Sweitzer Anson Capital Inc. | 3,316 | $267,498.72 | $269,458.16 | $1,959.44 | 0.73% |
| RS Radon Stancil POM Investment Strategies LLC | 242 | $20,291.72 | $19,664.92 | -$626.8 | -3.09% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 13,127 | $1.16M | $1.07M | -$95,153.1 | -8.19% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,370 | $113,230.5 | $111,326.2 | -$1,904.3 | -1.68% |
William Liberti Wealth Effects LLC | 6,022 | $496,294.21 | $489,347.72 | -$6,946.49 | -1.4% |