| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 8,519 | $430,520 | $425,140.69 | -$5,379.31 | -1.25% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 17,000 | $857,733 | $850,001.7 | -$7,731.3 | -0.9% |
| KSS Kevin S. Seay Kanawha Capital Management LLC | 24,000 | $1.21M | $1.2M | -$13,170 | -1.09% |
| DH Doug Hutchinson Wrapmanager Inc | 29,541 | $1.49M | $1.48M | -$15,656.73 | -1.05% |
| MS Marc Seidenberg Basso Capital Management LP | 6,830 | $345,154 | $340,851.15 | -$4,302.85 | -1.25% |
Brian Baylis Bell Investment Advisors Inc. | 8,756 | $440,101.27 | $437,581.1 | -$2,520.17 | -0.57% |
Christopher Pelch Vance Wealth LLC | 7,514 | $379,682.42 | $375,662.43 | -$4,019.99 | -1.06% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,660 | $481,189 | $482,955.56 | $1,766.56 | 0.37% |
Drew Phillips Fortitude Family Office LLC | 41,952 | $2.09M | $2.1M | $6,922.2 | 0.33% |
Courtney Holt Compound Planning, Inc. | 6,435 | $325,193 | $321,717.82 | -$3,475.18 | -1.07% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 84,322 | $4.26M | $4.22M | -$40,492.47 | -0.95% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 8,514 | $430,246 | $425,529.72 | -$4,716.28 | -1.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,754 | $390,440.88 | $386,963.37 | -$3,477.51 | -0.89% |
Amir Har-El Savvy Advisors, Inc. | 11,884 | $599,666.82 | $594,198.81 | -$5,468.01 | -0.91% |
Brad Sayre Shared Vision Wealth Group LLC | 20,687 | $1.05M | $1.03M | -$11,964.78 | -1.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,426 | $72,065.55 | $71,164.53 | -$901.02 | -1.25% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 6,349 | $320,586.04 | $317,196.04 | -$3,390 | -1.06% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 5,923 | $299,849.25 | $296,120.38 | -$3,728.87 | -1.24% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,291 | $65,241 | $64,517.72 | -$723.28 | -1.11% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,713 | $389,776 | $385,614.52 | -$4,161.48 | -1.07% |