| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 4,175 | $325,803.55 | $328,238.5 | $2,434.95 | 0.75% |
William Reid Culp III TAGStone Capital Inc. | 172,144 | $13.38M | $13.51M | $130,607.8 | 0.98% |
John D. Valleau Jr. ShankerValleau Wealth Advisors Inc. | 304,502 | $23.22M | $23.94M | $716,751.06 | 3.09% |
Darby Barncord Martin Capital Advisors LLP | 27,800 | $2.26M | $2.19M | -$73,392 | -3.25% |
Dominic Corabi Wedmont Private Capital | 35,476 | $2.73M | $2.79M | $55,602.43 | 2.03% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 7,981 | $608,631.06 | $627,466.22 | $18,835.16 | 3.09% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,127 | $317,351.67 | $324,423.47 | $7,071.8 | 2.23% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 3,925 | $307,091.95 | $308,662 | $1,570.05 | 0.51% |
Candace Cavalier Congress Wealth Management LLC / DE / | 157,083 | $12.37M | $12.35M | -$16,223.89 | -0.13% |
Stanley D. Royer Claris Advisors LLC / Mo / | 4,631 | $374,018.64 | $364,089.22 | -$9,929.42 | -2.65% |
Matt Shibata Morling Financial Advisors LLC | 35 | $2,766.05 | $2,751.7 | -$14.35 | -0.52% |
cullen roche Orcam Financial Group | 5,987 | $484,169.96 | $470,817.68 | -$13,352.28 | -2.76% |
Jennifer Scott Scott Capital Advisors LLC | 418,555 | $33.04M | $32.91M | -$136,505.06 | -0.41% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 121,225 | $9.63M | $9.53M | -$101,247.42 | -1.05% |
Sam Sweitzer Anson Capital Inc. | 5,167 | $399,902.33 | $406,229.54 | $6,327.21 | 1.58% |
Bridget Fagerholt MAS Advisors LLC | 2,954 | $226,532.21 | $232,243.48 | $5,711.27 | 2.52% |
Seth Scher Matrix Private Capital Group LLC | 2,566 | $203,402.98 | $201,790.24 | -$1,612.74 | -0.79% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 2,982 | $238,783.6 | $234,444.84 | -$4,338.76 | -1.82% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 7,134 | $547,258.74 | $560,875.08 | $13,616.34 | 2.49% |
William Liberti Wealth Effects LLC | 10,121 | $765,263.65 | $795,713.02 | $30,449.37 | 3.98% |