| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 5,170 | $407,965 | $395,866.9 | -$12,098.1 | -2.97% |
Beth Steinhaus Breakwater Investment Management | 6,579 | $504,420.59 | $503,819.82 | -$600.77 | -0.12% |
Bruce Barton Parkworth Wealth Management, Inc. | 45,460 | $3.52M | $3.48M | -$34,872.11 | -0.99% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 7,237 | $558,598.47 | $554,064.72 | -$4,533.75 | -0.81% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 112,429 | $8.82M | $8.62M | -$201,353.8 | -2.28% |
Dodd Disler Sagace Wealth Management LLC | 19,479 | $1.51M | $1.49M | -$21,815.36 | -1.44% |
Kara Lilian Lynx Investment Advisory | 12,653 | $988,208.84 | $969,599.39 | -$18,609.45 | -1.88% |
Michael Mills Mills Wealth Advisors LLC | 107,263 | $8.4M | $8.21M | -$191,200.36 | -2.27% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 8,146 | $639,536.95 | $623,942.87 | -$15,594.08 | -2.44% |
David Archibald Squire Investment Management Company, LLC | 4,129 | $318,560.15 | $316,260.75 | -$2,299.4 | -0.72% |
Neisy Arnez Drucker Wealth 3.0, LLC | 5,545 | $425,300.91 | $424,524.65 | -$776.26 | -0.18% |
Andrew Bowers BridgePort Financial Solutions, LLC | 6,993 | $549,348.93 | $535,698.76 | -$13,650.17 | -2.48% |
Carmen McClennon WR Wealth Planners, LLC | 243 | $18,631 | $18,606.51 | -$24.49 | -0.13% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 2,728 | $214,482.12 | $209,046.64 | -$5,435.48 | -2.53% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 6,068 | $469,359.5 | $464,596.42 | -$4,763.08 | -1.01% |
Greg Reidy Granite FO LLC | 2,628 | $206,720.59 | $200,805.48 | -$5,915.11 | -2.86% |
Jackie Berry Hershey Financial Advisers, LLC | 16,349 | $1.28M | $1.25M | -$31,157.23 | -2.43% |
Ben Warren Tumwater Wealth Management, LLC | 8,655 | $669,519.12 | $663,275.92 | -$6,243.2 | -0.93% |
Robert Roy Somnio Financial Group, LLC | 64,153 | $4.95M | $4.91M | -$37,457.6 | -0.76% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 327 | $25,267 | $25,052.39 | -$214.61 | -0.85% |