| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 110,414 | $7.68M | $7.46M | -$219,723.86 | -2.86% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 93,889 | $6.89M | $6.34M | -$551,886.19 | -8.01% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 4,665 | $340,874.73 | $315,027.45 | -$25,847.28 | -7.58% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 21,415 | $1.52M | $1.45M | -$71,095.21 | -4.69% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 3,050 | $227,187.75 | $205,966.5 | -$21,221.25 | -9.34% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 131,992 | $11.22M | $8.91M | -$2.3M | -20.54% |
| PS Patrick Severson TrueWealth Financial Partners | 8,289 | $570,117.42 | $559,756.17 | -$10,361.25 | -1.82% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 157,594 | $11.08M | $10.64M | -$435,510.78 | -3.93% |
Bill McVay Red Tortoise LLC | 27 | $2,481.88 | $1,823.31 | -$658.57 | -26.54% |
| SP Samantha Pierangeli City State Bank | 2,100 | $151,892.1 | $141,813 | -$10,079.1 | -6.64% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,570 | $218,872.57 | $173,552.1 | -$45,320.47 | -20.71% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 4,259 | $299,786.36 | $287,610.27 | -$12,176.09 | -4.06% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,850 | $337,176.95 | $327,520.5 | -$9,656.45 | -2.86% |
Dalila Toledo Ascent Group LLC | 13,101 | $986,911.37 | $884,710.53 | -$102,200.84 | -10.36% |
| PO Patrick O'Connell Security Financial Services Inc. | 10,577 | $900,825.04 | $714,264.81 | -$186,560.23 | -20.71% |
Michael Byun SageView Advisory Group LLC | 1,415 | $98,371 | $95,554.95 | -$2,816.05 | -2.86% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 7 | $492.94 | $472.71 | -$20.23 | -4.1% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,817 | $5.15M | $4.65M | -$507,522.03 | -9.85% |
| VC Vito Collacuro Sutton Place Investors LLC | 18,151 | $1.31M | $1.23M | -$80,715.04 | -6.18% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 6,974 | $499,878.36 | $470,954.22 | -$28,924.14 | -5.79% |