| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 26,666 | $1.13M | $1.1M | -$29,448.43 | -2.62% |
| RR rosemary richard WCG Wealth Advisors LLC | 55,518 | $2.3M | $2.28M | -$19,345.37 | -0.84% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 50,730 | $2.11M | $2.08M | -$23,082.15 | -1.1% |
| TCL Therese C.D. Linden Bank of New Hampshire | 12,445 | $517,960.9 | $511,862.85 | -$6,098.05 | -1.18% |
Larry Herold Herold Advisors Inc. | 174,440 | $7.22M | $7.17M | -$52,714.66 | -0.73% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 164,608 | $6.85M | $6.77M | -$81,156.69 | -1.19% |
| JPM Justin P. Mason Keb Asset Management LLC | 7,722 | $319,613.58 | $317,605.86 | -$2,007.72 | -0.63% |
| NS Nicholas Shaheen FSA Advisors Inc. | 6,016 | $249,890 | $247,408 | -$2,482 | -0.99% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 129,417 | $5.3M | $5.32M | $17,332.8 | 0.33% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 36,476 | $1.51M | $1.5M | -$13,047.55 | -0.86% |
Caitlin Garner SC&H Financial Advisors Inc. | 87,365 | $3.67M | $3.59M | -$84,530.82 | -2.3% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 773,308 | $35.16M | $31.79M | -$3.36M | -9.56% |
Clint Dunn Beaird Harris Wealth Management LLC | 11,865 | $494,709.13 | $487,710.82 | -$6,998.31 | -1.41% |
John Gorlow Cardiff Park Advisors LLC | 4,595 | $188,257.15 | $188,877.47 | $620.32 | 0.33% |
| RM Russell Mohberg Regatta Capital Group LLC | 799,615 | $33.39M | $32.81M | -$573,891.98 | -1.72% |
| EM Erin Mccann Simplicity Wealth LLC | 1.21M | $50.48M | $49.74M | -$743,263.04 | -1.47% |
| JP Jaimie Palmer Beacon Capital Management LLC | 6,281 | $260,912.74 | $257,646.62 | -$3,266.12 | -1.25% |
| SM Sean Murray Quantum Financial Advisors LLC | 100,536 | $4.31M | $4.13M | -$184,011.04 | -4.27% |
Kevin Zemann WealthPlan Investment Management LLC | 8,123 | $338,966.6 | $333,365.48 | -$5,601.12 | -1.65% |
John DeMarco Trajan Wealth LLC | 185,766 | $7.68M | $7.62M | -$52,881.81 | -0.69% |