| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,922 | $250,362 | $243,983.73 | -$6,378.27 | -2.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25,576 | $537,850.34 | $523,540.72 | -$14,309.62 | -2.66% |
Candace Cavalier Congress Wealth Management LLC / DE / | 282,677 | $6.15M | $5.78M | -$369,215.34 | -6% |
| SS Seth Scher Matrix Private Capital Group LLC | 168,976 | $3.45M | $3.46M | $9,293.68 | 0.27% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 10,357 | $218,221.99 | $212,111.36 | -$6,110.63 | -2.8% |
| NZ Nabeed Zaman Eagle Strategies LLC | 19,632 | $412,058.27 | $401,867.04 | -$10,191.23 | -2.47% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 9,925 | $202,569.25 | $203,115.12 | $545.87 | 0.27% |
Caroline Jankowski Operose Advisors LLC | 28,992 | $609,859.88 | $593,321.28 | -$16,538.6 | -2.71% |
| RM Russell Mohberg Regatta Capital Group LLC | 164,845 | $3.44M | $3.38M | -$59,996.52 | -1.75% |
| LWL Leo Wealth LLC Leo Wealth LLC | 32,884 | $682,176.14 | $673,299.9 | -$8,876.24 | -1.3% |
| EM Erin Mccann Simplicity Wealth LLC | 303,398 | $6.33M | $6.21M | -$121,073.69 | -1.91% |
| RG Robert Glass AlphaCentric Advisors LLC | 23,752 | $493,479.76 | $486,322.2 | -$7,157.56 | -1.45% |
Michael Byun SageView Advisory Group LLC | 42,316 | $889,259.48 | $866,631.68 | -$22,627.8 | -2.54% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 34,500 | $725,565 | $706,560 | -$19,005 | -2.62% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 87,962 | $1.88M | $1.8M | -$82,972.98 | -4.4% |
| DW Darren Woolson Asset Allocation Strategies LLC | 177,183 | $3.72M | $3.63M | -$87,930.57 | -2.37% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 141,620 | $2.93M | $2.9M | -$27,597.91 | -0.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 45,494 | $957,726.75 | $931,717.12 | -$26,009.63 | -2.72% |
| EL Edward Lowndes Angeles Wealth Management LLC | 445,052 | $9.32M | $9.11M | -$211,760.87 | -2.27% |
John DeMarco Trajan Wealth LLC | 879,723 | $18.57M | $18.01M | -$556,429.88 | -3% |