| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Candace Cavalier Congress Wealth Management LLC / DE / | 51,355 | $1.05M | $1.04M | -$1,540.65 | -0.15% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 63,010 | $1.29M | $1.28M | -$5,238.3 | -0.41% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 1,700 | $34,694 | $34,544 | -$150 | -0.43% |
Samantha Pierangeli City State Bank | 967 | $19,746.14 | $19,649.44 | -$96.7 | -0.49% |
| JG Jeffrey Gomez G2 Capital Management LLC / Oh | 82,316 | $1.62M | $1.68M | $54,068.21 | 3.33% |
W. Travis McKinney HB Wealth Management LLC | 27,789 | $564,604.23 | $564,672.48 | $68.25 | 0.01% |
| LWL Leo Wealth LLC Leo Wealth LLC | 25,463 | $524,404.05 | $517,408.16 | -$6,995.89 | -1.33% |
Marc H. Stone Tyler-Stone Wealth Management | 16,600 | $337,810 | $337,312 | -$498 | -0.15% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,339 | $311,057.8 | $311,688.48 | $630.68 | 0.2% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 27,262 | $577,596.56 | $553,963.84 | -$23,632.72 | -4.09% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 93,696 | $1.92M | $1.9M | -$15,704.52 | -0.82% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,833 | $417,226.56 | $423,326.56 | $6,100 | 1.46% |
| LV Leah Vaden Redwood Financial Network Corp. | 89,839 | $1.85M | $1.83M | -$17,985.71 | -0.97% |
Michael Stulic Astoria Portfolio Advisors LLC | 50,751 | $1.04M | $1.03M | -$7,020.03 | -0.68% |
David Hunter Horizons Wealth Management | 202,139 | $4.03M | $4.11M | $77,485.6 | 1.92% |
Bert D. Barre Colonial Trust Co. / SC | 233,745 | $4.75M | $4.76M | $4,812.09 | 0.1% |
Richard S. Levenson Western Financial Corp./CA | 47,940 | $948,865.26 | $974,140.8 | $25,275.54 | 2.66% |
Stephen Cheifetz Kades & Cheifetz LLC | 43,830 | $878,580.53 | $890,625.6 | $12,045.07 | 1.37% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,983 | $224,240.55 | $223,174.56 | -$1,065.99 | -0.48% |
David Bach River Street Advisors LLC | 188,365 | $3.85M | $3.83M | -$20,577.51 | -0.53% |