| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Tracy Richards FIDELIS iM LLC | 33,432 | $2.62M | $2.59M | -$23,402.4 | -0.89% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 3,179 | $249,265.39 | $246,626.82 | -$2,638.57 | -1.06% |
| CB Charles Brewster Brewster Financial Planning LLC | 241,799 | $19.24M | $18.76M | -$485,272.35 | -2.52% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 6,159 | $484,714.07 | $477,815.22 | -$6,898.85 | -1.42% |
Ashish Sharma DGS Capital Management LLC | 67,822 | $5.29M | $5.26M | -$25,654.37 | -0.49% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 132,255 | $10.36M | $10.27M | -$97,267.5 | -0.94% |
Kathleen Halliwell DMKC Advisory Services LLC | 8,282 | $647,739.06 | $642,517.56 | -$5,221.5 | -0.81% |
Jonathan Davison Austin Asset Management Co. Inc. | 104,749 | $8.44M | $8.13M | -$311,105.03 | -3.69% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 25,428 | $2M | $1.97M | -$26,102.82 | -1.31% |
| JPM Justin P. Mason Keb Asset Management LLC | 3,987 | $322,269.21 | $309,311.46 | -$12,957.75 | -4.02% |
J. Adam Causey Jackson Thornton Wealth Management LLC | 3,686 | $280,058.97 | $285,462.27 | $5,403.3 | 1.93% |
Dominic Corabi Wedmont Private Capital | 4,585 | $359,509.85 | $355,704.3 | -$3,805.55 | -1.06% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 2,964 | $232,407.24 | $230,095.32 | -$2,311.92 | -0.99% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 373 | $28,583.54 | $28,937.34 | $353.8 | 1.24% |
| DR Dori Riddle DBK Financial Counsel LLC | 41,796 | $3.25M | $3.24M | -$7,394.08 | -0.23% |
Cliff A. Demarest Consilium Wealth Advisory LLC | 68,912 | $5.34M | $5.34M | -$4,492.36 | -0.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 49,699 | $3.89M | $3.86M | -$38,908.79 | -1% |
Nicholas Shaheen FSA Advisors Inc. | 5,734 | $446,704 | $444,786.38 | -$1,917.62 | -0.43% |
Barry Oliver Capital Performance Advisors LLP | 87,873 | $6.91M | $6.82M | -$90,780.29 | -1.31% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 22,970 | $1.81M | $1.78M | -$29,301.66 | -1.62% |