| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 3,201 | $133,519.43 | $131,769.16 | -$1,750.27 | -1.31% |
| DM Dipen Mehta Invst LLC | 5,745 | $239,681.4 | $236,435.47 | -$3,245.93 | -1.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 33,165 | $1.39M | $1.36M | -$22,212.56 | -1.6% |
Bethany Wagner Level Financial Advisors | 362,625 | $15.07M | $14.91M | -$152,288.05 | -1.01% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 30,219 | $1.24M | $1.24M | $4,247.87 | 0.34% |
| SR Spencer Rand Five Oceans Advisors | 254,425 | $10.33M | $10.46M | $128,494.19 | 1.24% |
| RH Rick Hurley Heirloom Wealth Management | 192,214 | $7.99M | $7.91M | -$83,543.68 | -1.05% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,307 | $55,181.88 | $53,822.26 | -$1,359.62 | -2.46% |
Marc Dacanay Geometric Wealth Advisors | 511,563 | $21.11M | $21.06M | -$46,775.19 | -0.22% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 182 | $7,593.04 | $7,489.39 | -$103.65 | -1.37% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 125,241 | $5.2M | $5.16M | -$43,013.53 | -0.83% |
| EM Eric Malden Shearwater Capital LLC | 39,646 | $1.78M | $1.63M | -$142,775.95 | -8.04% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 140 | $5,818.4 | $5,773.6 | -$44.8 | -0.77% |
Caitlin Garner SC&H Financial Advisors Inc. | 8,933 | $375,078.69 | $367,597.42 | -$7,481.27 | -1.99% |
| SP Samantha Pierangeli City State Bank | 60,567 | $2.52M | $2.5M | -$25,143.66 | -1% |
Brett Lee Planning Center Inc. | 1.06M | $43.55M | $43.56M | $9,272.22 | 0.02% |
Allison Tronnes Forum Financial Management LP | 163,359 | $6.9M | $6.72M | -$182,224.34 | -2.64% |
Michael Byun SageView Advisory Group LLC | 38,758 | $1.6M | $1.6M | -$1,044.58 | -0.07% |
Jason Matthews Kfg Wealth Management LLC | 255,045 | $10.61M | $10.48M | -$126,043.63 | -1.19% |
| RD Rodrigo Diaz Plan Group Financial LLC | 24,471 | $1.03M | $1.01M | -$21,762.16 | -2.12% |