| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Hart Phillips Wealth Planners LLC | 13,117 | $1.28M | $1.25M | -$30,208.33 | -2.35% |
Scott Register Register Financial Advisors LLC | 23,741 | $2.34M | $2.26M | -$78,918.91 | -3.37% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 5,911 | $583,905.42 | $563,466.07 | -$20,439.35 | -3.5% |
Timothy J. Videnka Forza Wealth Management LLC | 13,682 | $1.33M | $1.31M | -$25,724.81 | -1.93% |
Kevin Gray Lodestar Private Asset Management LLC | 8,323 | $819,730.52 | $794,680.04 | -$25,050.48 | -3.06% |
Amy Ardeel Icon Wealth Advisors LLC | 2,564 | $252,158.31 | $244,233.82 | -$7,924.49 | -3.14% |
Crystal McKeon TSA Wealth Managment LLC | 4,641 | $456,974.31 | $442,821.01 | -$14,153.3 | -3.1% |
Matthew Keyes Heritage Wealth Partners LLC | 2,131 | $210,787 | $203,308.05 | -$7,478.95 | -3.55% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 6,522 | $652,197.25 | $622,166.19 | -$30,031.06 | -4.6% |
Robin Sherwood HTG Investment Advisors Inc. | 103,848 | $10.16M | $9.91M | -$247,411.3 | -2.44% |
Bill Scoggins First Citizens Asset Management Inc. | 312,802 | $30.85M | $29.84M | -$1.01M | -3.27% |
Bepin Serraj Richard W. Paul & Associates LLC | 24,744 | $2.47M | $2.36M | -$114,071.37 | -4.62% |
Michael R. Panico Arcadia Wealth Management LLC | 29,921 | $2.96M | $2.85M | -$105,482.15 | -3.56% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 4,871 | $481,515.38 | $464,328.07 | -$17,187.31 | -3.57% |
Jesse Ellington Dover Advisors LLC | 6,179 | $613,881.52 | $590,125.39 | -$23,756.13 | -3.87% |
Walter J. West Milestone Asset Management LLC | 10,959 | $1.09M | $1.05M | -$41,379.97 | -3.81% |
Paul L. Moffat Arista Wealth Management LLC | 30,307 | $2.95M | $2.89M | -$58,571.16 | -1.99% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 146,827 | $14.15M | $14.03M | -$126,659.07 | -0.89% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 5,872 | $587,608.62 | $560,482.4 | -$27,126.22 | -4.62% |
Lydia Moore MRP Capital Investments LLC | 7,085 | $688,816.3 | $676,723.77 | -$12,092.53 | -1.76% |