| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 8,902 | $432,259.55 | $426,850.9 | -$5,408.65 | -1.25% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 28,120 | $1.4M | $1.34M | -$59,215.64 | -4.22% |
| JK Jessica Kardos Towle & Co | 21,697 | $1.05M | $1.04M | -$7,830.38 | -0.75% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 25,177 | $1.22M | $1.21M | -$15,750.91 | -1.29% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 36,176 | $1.77M | $1.73M | -$36,474.66 | -2.06% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 193,389 | $10.2M | $9.23M | -$975,146.91 | -9.56% |
Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 4,804 | $237,203.88 | $229,487.08 | -$7,716.8 | -3.25% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 5,154 | $278,372.77 | $247,134.3 | -$31,238.47 | -11.22% |
| YA Yinka Akinsola Blue Trust Inc. | 1,502 | $74,364.02 | $71,750.54 | -$2,613.48 | -3.51% |
Jeff Ameen Spire Wealth Management | 39,943 | $2.04M | $1.91M | -$136,667.63 | -6.68% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 40,558 | $2.12M | $1.94M | -$182,208.22 | -8.6% |
Donna Rittershausen Koss-Olinger Consulting LLC | 8,748 | $420,377.5 | $419,466.6 | -$910.9 | -0.22% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 7,392 | $364,002.88 | $353,115.84 | -$10,887.04 | -2.99% |
Chris Williams Applied Capital LLC | 14,024 | $700,790.32 | $669,926.48 | -$30,863.84 | -4.4% |
Dipen Mehta Invst LLC | 30,609 | $1.5M | $1.46M | -$43,750.91 | -2.91% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,196 | $1.05M | $1.02M | -$31,158.12 | -2.97% |
Bethany Wagner Level Financial Advisors | 255,969 | $12.73M | $12.23M | -$500,973.69 | -3.94% |
Joseph Castro Nuveen LLC | 1.12M | $54.11M | $53.43M | -$681,493.91 | -1.26% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 310,169 | $15.05M | $14.82M | -$233,592.97 | -1.55% |
Tina Tenret Tenret Co. LLC | 285,942 | $14.24M | $13.66M | -$581,966.38 | -4.09% |