| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DM David Mailloux WealthCare Investment Partners LLC | 23,060 | $1.7M | $1.68M | -$20,896.4 | -1.23% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 8,348 | $618,820 | $608,235.28 | -$10,584.72 | -1.71% |
Clint Dunn Beaird Harris Wealth Management LLC | 24,950 | $1.84M | $1.82M | -$18,388.29 | -1% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 57,031 | $4.4M | $4.16M | -$247,427.7 | -5.62% |
Jennifer Carlson Gould Capital LLC | 201,729 | $14.83M | $14.7M | -$134,279.94 | -0.91% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 10,196 | $735,047.78 | $742,880.56 | $7,832.78 | 1.07% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 6,997 | $517,819.54 | $509,801.42 | -$8,018.12 | -1.55% |
| TG Tyler Glazier New Millennium Group LLC | 2,784 | $202,221.78 | $202,842.24 | $620.46 | 0.31% |
| SP Salvatore Pitti Pitti Group Wealth Management LLC | 14,764 | $1.07M | $1.08M | $3,817.98 | 0.36% |
Caroline Jankowski Operose Advisors LLC | 1,452 | $107,077.12 | $105,792.72 | -$1,284.4 | -1.2% |
Ana-Maria Ignat Covestor Ltd | 12,274 | $915,047.04 | $894,283.64 | -$20,763.4 | -2.27% |
Kathryn Brown Morton Brown Family Wealth LLC | 5 | $359.83 | $364.3 | $4.47 | 1.24% |
John Gorlow Cardiff Park Advisors LLC | 52,861 | $4.12M | $3.85M | -$267,095.9 | -6.49% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 1,443 | $104,805.09 | $105,136.98 | $331.89 | 0.32% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 6,135 | $455,622.15 | $446,996.1 | -$8,626.05 | -1.89% |
Jay Richards Investment Advisory Group LLC | 33,305 | $2.5M | $2.43M | -$75,161.11 | -3% |
Kelly Kaczmarczyk Dravo Bay LLC | 8,631 | $623,894.13 | $628,854.66 | $4,960.53 | 0.8% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 56,711 | $4.21M | $4.13M | -$73,223.87 | -1.74% |
Bill McVay Red Tortoise LLC | 61,158 | $4.5M | $4.46M | -$43,922.14 | -0.98% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 43,142 | $3.17M | $3.14M | -$23,933.02 | -0.76% |