| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 72,159 | $5.3M | $5.25M | -$54,848.06 | -1.03% |
| EM Erin Mccann Simplicity Wealth LLC | 69,630 | $5.13M | $5.06M | -$69,046.46 | -1.35% |
| PO Patrick O'Connell Security Financial Services Inc. | 43,880 | $3.24M | $3.19M | -$53,328.09 | -1.64% |
Jason DeBerry BancFirst Trust & Investment Management | 158,620 | $11.07M | $11.53M | $461,568.34 | 4.17% |
Michael Byun SageView Advisory Group LLC | 97,575 | $7.27M | $7.09M | -$176,483.86 | -2.43% |
Brian Clay Clay Northam Wealth Management LLC | 3,637 | $307,668.59 | $264,373.17 | -$43,295.42 | -14.07% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 201,923 | $15.61M | $14.68M | -$936,722.29 | -6% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 3,572 | $258,266.16 | $259,648.32 | $1,382.16 | 0.54% |
Mark Vicencio Lowery Thomas LLC | 66,393 | $4.93M | $4.83M | -$101,063.28 | -2.05% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 155 | $11,384.75 | $11,263.87 | -$120.88 | -1.06% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 355,334 | $27.5M | $25.83M | -$1.68M | -6.1% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,588 | $632,438.41 | $624,090.82 | -$8,347.59 | -1.32% |
Candice Gilman Sofi Wealth LLC | 51 | $3,684.69 | $3,706.18 | $21.49 | 0.58% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 3,848 | $279,486.44 | $279,634.54 | $148.1 | 0.05% |
| TG Timothy Gerlach Novem Group | 14,497 | $1.07M | $1.05M | -$12,493.43 | -1.17% |
Christopher Warner WARNER FINANCIAL Inc. | 45,860 | $3.44M | $3.33M | -$106,686.93 | -3.1% |
Jim Clark Worth Asset Management LLC | 48,200 | $3.58M | $3.5M | -$80,165.53 | -2.24% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 140,551 | $10.3M | $10.21M | -$89,793.49 | -0.87% |
Daniel Ronan Catalyst Financial Partners LLC | 12,240 | $897,924.07 | $889,482.02 | -$8,442.05 | -0.94% |
Amanda Hawley Atria Wealth Solutions Inc. | 433,901 | $31.42M | $31.61M | $195,022.44 | 0.62% |