| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Adam K. Wright Kathleen S. Wright Associates Inc. | 13,199 | $549,752.83 | $547,758.5 | -$1,994.33 | -0.36% |
Clint Dunn Beaird Harris Wealth Management LLC | 3.3M | $137.9M | $136.8M | -$1.11M | -0.8% |
Caroline Jankowski Operose Advisors LLC | 379 | $16,001.38 | $15,789.14 | -$212.24 | -1.33% |
Brian Ramsay Wealthspan Partners LLC | 144,142 | $5.99M | $5.98M | -$7,150.45 | -0.12% |
John Gorlow Cardiff Park Advisors LLC | 78 | $3,307.2 | $3,251.82 | -$55.38 | -1.67% |
Jay Richards Investment Advisory Group LLC | 27,219 | $1.16M | $1.13M | -$27,829.51 | -2.4% |
Kelly Kaczmarczyk Dravo Bay LLC | 416,839 | $17.85M | $17.34M | -$508,782.22 | -2.85% |
Gery Sadzewicz Forum Private Client Group LLC | 18,228 | $771,903.31 | $759,378.48 | -$12,524.83 | -1.62% |
Samantha Pierangeli City State Bank | 392,935 | $16.62M | $16.31M | -$308,287.58 | -1.86% |
Brett Lee Planning Center Inc. | 5,854 | $243,175.16 | $242,941 | -$234.16 | -0.1% |
Morgan Christen Spinnaker Investment Group LLC | 15,492 | $653,823.51 | $642,918 | -$10,905.51 | -1.67% |
W. Travis McKinney HB Wealth Management LLC | 254,535 | $10.73M | $10.56M | -$171,131 | -1.59% |
Allison Tronnes Forum Financial Management LP | 125,872 | $5.38M | $5.22M | -$158,347.92 | -2.94% |
| EM Erin Mccann Simplicity Wealth LLC | 86,568 | $3.7M | $3.59M | -$107,600.03 | -2.91% |
Michael Byun SageView Advisory Group LLC | 158,837 | $6.61M | $6.63M | $16,553.52 | 0.25% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 126,375 | $5.31M | $5.24M | -$62,394.85 | -1.18% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 44,778 | $1.86M | $1.85M | -$11,765.99 | -0.63% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 8,303 | $348,982.17 | $343,287.53 | -$5,694.64 | -1.63% |
Jim Clark Worth Asset Management LLC | 35,370 | $1.49M | $1.47M | -$25,466.4 | -1.71% |
Sean Murray Quantum Financial Advisors LLC | 35,847 | $1.49M | $1.49M | -$7,249.78 | -0.48% |