| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 9,508 | $926,071.34 | $907,110.74 | -$18,960.6 | -2.05% |
Laurel Mason Passaic Partners LLC | 166,897 | $18.18M | $15.77M | -$2.4M | -13.22% |
Ryan P. Sawyer Viewpoint Capital Management LLC | 52,847 | $4.81M | $5.06M | $245,934.27 | 5.11% |
William Liberti Wealth Effects LLC | 5,543 | $505,262.44 | $530,908.54 | $25,646.1 | 5.08% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 20,950 | $2.42M | $2.01M | -$415,124.25 | -17.15% |
Caroline Jankowski Operose Advisors LLC | 2,353 | $259,643.57 | $223,452.64 | -$36,190.93 | -13.94% |
W. Travis McKinney HB Wealth Management LLC | 3,459 | $294,553.36 | $331,199.25 | $36,645.89 | 12.44% |
Amanda Hawley Atria Wealth Solutions Inc. | 3,985 | $442,893.97 | $381,563.75 | -$61,330.22 | -13.85% |
Tom Deck Bricktown Capital LLC | 29,034 | $2.83M | $2.75M | -$82,914.84 | -2.93% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 8,614 | $878,355.07 | $824,101.38 | -$54,253.69 | -6.18% |
Belena Vincetti Fortis Capital Advisors LLC | 2,115 | $244,409 | $201,728.7 | -$42,680.3 | -17.46% |
Sheryl Stephens Stephens Consulting LLC | 1,000 | $110,800 | $95,040 | -$15,760 | -14.22% |
Scott Register Register Financial Advisors LLC | 1,757 | $174,402.28 | $167,266.4 | -$7,135.88 | -4.09% |
| FFL Financial Freedom LLC Financial Freedom LLC | 4,001 | $242,494.35 | $382,195.52 | $139,701.17 | 57.61% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 2,390 | $192,445.18 | $228,914.2 | $36,469.02 | 18.95% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1 | $99 | $94.71 | -$4.29 | -4.33% |
Kevin Kroskey True Wealth Design LLC | 131 | $12,933 | $12,543.25 | -$389.75 | -3.01% |
Elliot Kallen Prosperity Wealth Management, Inc. | 2,051 | $227,250.62 | $195,911.52 | -$31,339.1 | -13.79% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,504 | $260,755.19 | $239,758 | -$20,997.19 | -8.05% |
Christine C. Devocelle University of Illinois Foundation | 86,425 | $9.99M | $8.18M | -$1.81M | -18.12% |