| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RC Ryan Cahill Cahill Wealth Management LLC | 41,813 | $3.01M | $3.04M | $30,834.63 | 1.03% |
Craig Johnsen Fortitude Advisory Group LLC | 11,475 | $879,669.7 | $834,003 | -$45,666.7 | -5.19% |
Jeffrey Gilbert Balboa Wealth Partners | 6,138 | $451,137.46 | $446,109.84 | -$5,027.62 | -1.11% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 4,133 | $298,857.91 | $300,386.44 | $1,528.53 | 0.51% |
Benjamin Cauley Carr Financial Group Corp. | 473,626 | $34.6M | $34.42M | -$178,461.19 | -0.52% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 255,450 | $18.74M | $18.57M | -$174,887.48 | -0.93% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 4,512 | $332,386.67 | $327,932.16 | -$4,454.51 | -1.34% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 11,024 | $794,591.68 | $801,224.32 | $6,632.64 | 0.83% |
| TL Tradewinds LLC Tradewinds LLC | 6,204 | $461,389.56 | $450,906.72 | -$10,482.84 | -2.27% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 869,739 | $63.54M | $63.37M | -$166,233.55 | -0.26% |
John DeMarco Trajan Wealth LLC | 1.56M | $114.34M | $113.13M | -$1.22M | -1.07% |
| TD Tom Deck Bricktown Capital LLC | 69,635 | $5.18M | $5.06M | -$117,683.12 | -2.27% |
| RR Rosemarie Ranzie Stage Harbor Financial LLC | 27,528 | $2.02M | $2M | -$19,019.28 | -0.94% |
| NH Nadine Hofstetter Northwest Bank & Trust Co. | 5,387 | $392,081.5 | $391,527.16 | -$554.34 | -0.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 389,275 | $28.55M | $28.36M | -$186,648.75 | -0.65% |
CJ Harrison DecisionPoint Financial LLC | 19,036 | $1.4M | $1.38M | -$19,855.08 | -1.41% |
| JG John Ginter Callan Family Office LLC | 7,562 | $544,875.38 | $550,967.32 | $6,091.94 | 1.12% |
| RD Rodrigo Diaz Plan Group Financial LLC | 17,369 | $1.28M | $1.27M | -$12,735.22 | -1% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 17,585 | $1.29M | $1.28M | -$5,822.55 | -0.45% |
Mark Mowrey Signature Resources Capital Management LLC | 253 | $18,573 | $18,433.58 | -$139.42 | -0.75% |