| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caitlin Garner SC&H Financial Advisors Inc. | 24,109 | $1.85M | $1.85M | $644.16 | 0.03% |
Patrick Severson TrueWealth Financial Partners | 2,653 | $208,021.73 | $203,312.65 | -$4,709.08 | -2.26% |
Michelle Wells Darrow Company Inc. | 71,456 | $5.62M | $5.47M | -$152,522.13 | -2.71% |
Jason Whitby Stone Summit Wealth LLC | 200,665 | $15.65M | $15.38M | -$273,837.87 | -1.75% |
Katherine Saltonstall Sandy Cove Advisors LLC | 7,199 | $566,561.3 | $551,748.64 | -$14,812.66 | -2.61% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 42,709 | $3.29M | $3.27M | -$20,253.87 | -0.62% |
Dave Reichert Echo45 Advisors LLC | 99,846 | $7.76M | $7.65M | -$116,433.58 | -1.5% |
Ryan Gough Perfromance Wealth Partners LLC | 38,192 | $2.89M | $2.93M | $32,568.51 | 1.13% |
Clint Dunn Beaird Harris Wealth Management LLC | 51,956 | $3.99M | $3.98M | -$15,574.08 | -0.39% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,604 | $200,567.83 | $199,401.3 | -$1,166.53 | -0.58% |
Penny A. Phillips Journey Strategic Wealth LLC | 2,655 | $205,848.22 | $203,465.92 | -$2,382.3 | -1.16% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 7,762 | $604,710 | $594,375.15 | -$10,334.85 | -1.71% |
Caroline Jankowski Operose Advisors LLC | 10,969 | $863,685.79 | $839,786.64 | -$23,899.15 | -2.77% |
Ana-Maria Ignat Covestor Ltd | 96 | $7,538.46 | $7,349.76 | -$188.7 | -2.5% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 401,299 | $31.27M | $30.76M | -$505,155.25 | -1.62% |
John Gorlow Cardiff Park Advisors LLC | 7,167 | $574,228.61 | $548,598.01 | -$25,630.6 | -4.46% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 4,184 | $316,189.59 | $320,473.48 | $4,283.89 | 1.35% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,304 | $332,570.08 | $329,815.52 | -$2,754.56 | -0.83% |
Jay Richards Investment Advisory Group LLC | 5,037 | $390,107.59 | $385,985.81 | -$4,121.78 | -1.06% |
Kelly Kaczmarczyk Dravo Bay LLC | 4,148 | $316,614.65 | $317,508.66 | $894.01 | 0.28% |