| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 49,834 | $1.23M | $1.22M | -$9,617.96 | -0.78% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 92,042 | $2.28M | $2.26M | -$23,720.64 | -1.04% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 7.39M | $183.98M | $181.11M | -$2.87M | -1.56% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 711,322 | $17.82M | $17.39M | -$426,108.82 | -2.39% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 129,489 | $3.23M | $3.17M | -$63,633.83 | -1.97% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 151,314 | $3.77M | $3.7M | -$67,971.21 | -1.8% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 83,691 | $2.09M | $2.05M | -$48,141.59 | -2.3% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 49,834 | $1.24M | $1.22M | -$16,124.82 | -1.3% |