| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bobby Adusumilli SJS Investment Consulting Inc. | 46,196 | $947,772.98 | $933,852.14 | -$13,920.84 | -1.47% |
Russell Silberstein Carmel Capital Partners LLC | 318,124 | $6.45M | $6.43M | -$13,039.52 | -0.2% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 50,546 | $1.02M | $1.02M | $3,097.57 | 0.3% |
Matthew B. Boersen Straight Path Wealth Management | 559,555 | $11.47M | $11.32M | -$152,038.54 | -1.33% |
Candace Cavalier Congress Wealth Management LLC / DE / | 51,786 | $1.05M | $1.05M | -$7,051.45 | -0.67% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 63,010 | $1.29M | $1.27M | -$11,539.3 | -0.9% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,700 | $34,694 | $34,348.5 | -$345.5 | -1% |
Samantha Pierangeli City State Bank | 967 | $19,746.14 | $19,547.9 | -$198.24 | -1% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 82,316 | $1.62M | $1.66M | $41,720.81 | 2.57% |
W. Travis McKinney HB Wealth Management LLC | 27,951 | $567,904.17 | $565,029.46 | -$2,874.71 | -0.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 25,463 | $524,404.05 | $514,505.38 | -$9,898.67 | -1.89% |
Marc H. Stone Tyler-Stone Wealth Management | 29,000 | $591,886 | $585,945 | -$5,941 | -1% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,339 | $311,057.8 | $309,847.8 | -$1,210 | -0.39% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 27,262 | $577,596.56 | $550,692.4 | -$26,904.16 | -4.66% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 93,696 | $1.92M | $1.89M | -$26,479.56 | -1.38% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,833 | $417,226.56 | $421,139.09 | $3,912.53 | 0.94% |
| LV Leah Vaden Redwood Financial Network Corp. | 89,839 | $1.85M | $1.82M | -$30,563.17 | -1.65% |
Michael Stulic Astoria Portfolio Advisors LLC | 50,751 | $1.04M | $1.03M | -$12,856.4 | -1.24% |
David Hunter Horizons Wealth Management | 208,883 | $4.17M | $4.22M | $58,923.07 | 1.41% |
Bert D. Barre Colonial Trust Co. / SC | 233,745 | $4.75M | $4.72M | -$30,249.66 | -0.64% |