| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Ragan Grunden Financial Advisory, Inc. | 834,031 | $35.3M | $35.02M | -$286,631.86 | -0.81% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 39,401 | $1.67M | $1.66M | -$17,090.43 | -1.02% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 5,229 | $221,001.89 | $219,539.56 | -$1,462.33 | -0.66% |
Sharon Allen Sterling Wealth Management, Inc. | 603,533 | $25.65M | $25.34M | -$308,499.45 | -1.2% |
Kelly Richert Clayton Financial Group LLC | 2,471 | $105,166 | $103,757.29 | -$1,408.71 | -1.34% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,728 | $286,174.33 | $282,508.72 | -$3,665.61 | -1.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 1.37M | $58.02M | $57.52M | -$502,691.87 | -0.87% |
Angela Mari Abich Financial Wealth Management LLC | 58 | $2,480 | $2,435.42 | -$44.58 | -1.8% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 14,511 | $615,885.38 | $609,316.89 | -$6,568.49 | -1.07% |
Robert R Schulz Schulz Wealth, LTD. | 80,536 | $3.43M | $3.38M | -$49,974.64 | -1.46% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 7,733 | $329,506.51 | $324,824.66 | -$4,681.85 | -1.42% |
Patrick Gaul Oceanside Advisors LLC | 21,639 | $914,932.52 | $908,946.19 | -$5,986.33 | -0.65% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 24,859 | $1.06M | $1.04M | -$11,419.65 | -1.08% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 893,243 | $37.73M | $37.55M | -$181,951.97 | -0.48% |
Ashley Meredith Abel Hall, LLC | 48,695 | $2.01M | $2.05M | $36,219.23 | 1.8% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 206,004 | $8.7M | $8.66M | -$42,227.94 | -0.49% |
Thaddeus Gilliam Verisail Partners, LLC | 547,489 | $22.69M | $23.01M | $323,379.18 | 1.43% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 18,710 | $790,602.58 | $785,726.45 | -$4,876.13 | -0.62% |
Taylor Faw Strathmore Capital Advisors, Inc. | 1.2M | $50.51M | $50.56M | $52,168.3 | 0.1% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 459,894 | $19.42M | $19.31M | -$103,483.46 | -0.53% |