| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dominic Corabi Wedmont Private Capital | 318,057 | $25.53M | $25.12M | -$410,080.29 | -1.61% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,107 | $277,437.47 | $245,484.07 | -$31,953.4 | -11.52% |
Candace Cavalier Congress Wealth Management LLC / DE / | 236,027 | $19.34M | $18.66M | -$678,430.57 | -3.51% |
cullen roche Orcam Financial Group | 12,426 | $1.11M | $981,529.74 | -$129,699.95 | -11.67% |
Barry Oliver Capital Performance Advisors LLP | 2,932 | $242,623 | $231,246.84 | -$11,376.16 | -4.69% |
Jennifer Scott Scott Capital Advisors LLC | 506,821 | $41.23M | $40.04M | -$1.19M | -2.89% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 7,345 | $612,373.3 | $580,255 | -$32,118.3 | -5.24% |
Sam Sweitzer Anson Capital Inc. | 3,316 | $267,498.72 | $262,113.22 | -$5,385.5 | -2.01% |
| RS Radon Stancil POM Investment Strategies LLC | 242 | $20,291.72 | $19,084.12 | -$1,207.6 | -5.95% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 13,134 | $1.16M | $1.04M | -$123,991.96 | -10.67% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 1,370 | $113,230.5 | $108,408.1 | -$4,822.4 | -4.26% |
William Liberti Wealth Effects LLC | 6,022 | $496,294.21 | $475,436.9 | -$20,857.31 | -4.2% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 100 | $8,027 | $7,892.5 | -$134.5 | -1.68% |
Jordan Szekely Cherrydale Wealth Management LLC | 51,701 | $4.28M | $4.09M | -$194,731.6 | -4.55% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 28 | $2,321.76 | $2,209.62 | -$112.14 | -4.83% |
Caitlin Garner SC&H Financial Advisors Inc. | 27,827 | $2.38M | $2.2M | -$175,887.33 | -7.4% |
Michelle Wells Darrow Company Inc. | 5,397 | $440,632.1 | $426,231.31 | -$14,400.79 | -3.27% |
Jason Whitby Stone Summit Wealth LLC | 114,312 | $9.16M | $9.04M | -$117,244.27 | -1.28% |
Kimberly Foster Laraway Financial Advisors Inc. | 4,522 | $365,642.64 | $357,464.1 | -$8,178.54 | -2.24% |
| CF Cheryl Fluker Members Advisory Group LLC | 149,176 | $12.49M | $11.78M | -$710,060.76 | -5.68% |