| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Darby Barncord Martin Capital Advisors LLP | 27,800 | $2.26M | $2.15M | -$107,308 | -4.75% |
Dominic Corabi Wedmont Private Capital | 18,604 | $1.48M | $1.44M | -$36,418.25 | -2.47% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 7,816 | $596,048.16 | $605,466.44 | $9,418.28 | 1.58% |
| JB Joel Blattner Avaii Wealth Management LLC | 4,128 | $317,429.47 | $319,548.48 | $2,119.01 | 0.67% |
| WKS White Knight Strategic Wealth Advisors LLC White Knight Strategic Wealth Advisors LLC | 3,925 | $307,091.95 | $303,952 | -$3,139.95 | -1.02% |
Candace Cavalier Congress Wealth Management LLC / DE / | 293,305 | $23.2M | $22.73M | -$470,466.95 | -2.03% |
Stanley D. Royer Claris Advisors LLC / Mo / | 4,631 | $374,018.64 | $358,485.71 | -$15,532.93 | -4.15% |
Matt Shibata Morling Financial Advisors LLC | 35 | $2,766.05 | $2,709.08 | -$56.97 | -2.06% |
cullen roche Orcam Financial Group | 5,987 | $484,169.96 | $463,453.67 | -$20,716.29 | -4.28% |
Jennifer Scott Scott Capital Advisors LLC | 472,473 | $37.21M | $36.57M | -$641,416.83 | -1.72% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 119,980 | $9.54M | $9.29M | -$247,979.47 | -2.6% |
Sam Sweitzer Anson Capital Inc. | 5,167 | $399,902.33 | $400,054.97 | $152.64 | 0.04% |
Bridget Fagerholt MAS Advisors LLC | 2,954 | $226,532.21 | $228,624.83 | $2,092.62 | 0.92% |
Seth Scher Matrix Private Capital Group LLC | 2,566 | $203,402.98 | $198,608.4 | -$4,794.58 | -2.36% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 2,988 | $239,257.78 | $231,390.72 | -$7,867.06 | -3.29% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 7,134 | $547,258.74 | $552,242.94 | $4,984.2 | 0.91% |
William Liberti Wealth Effects LLC | 10,121 | $765,263.65 | $782,656.93 | $17,393.28 | 2.27% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 814 | $63,502.06 | $63,023.95 | -$478.11 | -0.75% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 25 | $1,987.5 | $1,936.37 | -$51.13 | -2.57% |
Caitlin Garner SC&H Financial Advisors Inc. | 5,144 | $415,688.44 | $398,157.43 | -$17,531.01 | -4.22% |