| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 9,690 | $203,490 | $198,645 | -$4,845 | -2.38% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,712 | $36,169.28 | $35,215.84 | -$953.44 | -2.64% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 3,999 | $83,202.3 | $81,539.61 | -$1,662.69 | -2% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 29,508 | $608,588.82 | $606,979.56 | -$1,609.26 | -0.26% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25,576 | $537,850.34 | $521,494.64 | -$16,355.7 | -3.04% |
Candace Cavalier Congress Wealth Management LLC / DE / | 296,950 | $6.47M | $6.05M | -$414,822.94 | -6.41% |
Seth Scher Matrix Private Capital Group LLC | 169,332 | $3.46M | $3.48M | $27,107.36 | 0.78% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 10,285 | $216,704.95 | $209,711.15 | -$6,993.8 | -3.23% |
Nabeed Zaman Eagle Strategies LLC | 19,752 | $414,502.67 | $402,743.28 | -$11,759.39 | -2.84% |
Penny A. Phillips Journey Strategic Wealth LLC | 9,925 | $202,569.25 | $202,370.75 | -$198.5 | -0.1% |
Caroline Jankowski Operose Advisors LLC | 29,085 | $611,754.29 | $597,405.9 | -$14,348.39 | -2.35% |
Russell Mohberg Regatta Capital Group LLC | 171,086 | $3.56M | $3.51M | -$49,044.85 | -1.38% |
| LWL Leo Wealth LLC Leo Wealth LLC | 32,884 | $682,176.14 | $670,504.76 | -$11,671.38 | -1.71% |
| EM Erin Mccann Simplicity Wealth LLC | 218,080 | $4.56M | $4.45M | -$115,657.08 | -2.54% |
Robert Glass AlphaCentric Advisors LLC | 24,153 | $501,648.13 | $492,479.67 | -$9,168.46 | -1.83% |
Michael Byun SageView Advisory Group LLC | 32,865 | $690,125.85 | $673,568.17 | -$16,557.68 | -2.4% |
David T. Morgan High Net Worth Advisory Group LLC | 34,500 | $725,565 | $703,455 | -$22,110 | -3.05% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 87,962 | $1.88M | $1.79M | -$90,449.75 | -4.8% |
| DW Darren Woolson Asset Allocation Strategies LLC | 110,936 | $2.33M | $2.28M | -$46,053.2 | -1.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 163,389 | $3.37M | $3.33M | -$37,784.04 | -1.12% |