| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 126 | $5,308.38 | $5,244.75 | -$63.63 | -1.2% |
| KC Kasey Cook Maripau Wealth Management LLC | 146,567 | $6.16M | $6.1M | -$55,471.08 | -0.9% |
Alexander Eichhorn Tanager Wealth Management LLP | 1.2M | $50.08M | $50.14M | $57,507.23 | 0.11% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 88,467 | $3.77M | $3.68M | -$82,231.09 | -2.18% |
| SMS Susan M. Stiles Stiles Financial Services Inc. | 32,825 | $1.39M | $1.37M | -$23,621.91 | -1.7% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 4,931 | $208,308.26 | $205,030.98 | -$3,277.28 | -1.57% |
| WF William Frye RPOA Advisors Inc. | 20.62M | $875.66M | $857.13M | -$18.53M | -2.12% |
Andrew Halac Talon Private Wealth, LLC | 1.2M | $50.49M | $49.94M | -$554,463.63 | -1.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,391 | $527,406.06 | $516,023.19 | -$11,382.87 | -2.16% |
Peter David N Soliman Second Line Capital, LLC | 104,032 | $4.4M | $4.33M | -$76,957.44 | -1.75% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 18,516 | $782,962.2 | $770,265.6 | -$12,696.6 | -1.62% |
Amir Har-El Savvy Advisors, Inc. | 21,807 | $924,236.03 | $907,247.52 | -$16,988.51 | -1.84% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 827,487 | $34.91M | $34.43M | -$484,238.56 | -1.39% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 8,813 | $371,910 | $366,797.06 | -$5,112.94 | -1.37% |
Stephanie Ternes Wealth Forward, LLC | 207,879 | $8.85M | $8.65M | -$201,356.19 | -2.27% |
Kings Path Partners LLC Kings Path Partners LLC | 7,076 | $301,437.74 | $294,786.16 | -$6,651.58 | -2.21% |
Doug Robinson Lord & Richards Wealth Management LLC | 239,716 | $10.04M | $10M | -$43,562.08 | -0.43% |
| PS Paula Spurgeon BankPlus Trust Department | 8,445 | $352,140.1 | $352,114.27 | -$25.83 | -0.01% |
VestGen Advisors LLC VestGen Advisors LLC | 28,813 | $1.21M | $1.2M | -$4,476.97 | -0.37% |
Tony Edwards BankPlus Wealth Management LLC | 40,522 | $1.68M | $1.69M | $6,819.38 | 0.41% |