| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| ED Eric Duncan NorthCrest Asset Manangement LLC | 13,152 | $625,200.61 | $613,540.8 | -$11,659.81 | -1.86% |
| CB Charles Brewster Brewster Financial Planning LLC | 49,055 | $2.34M | $2.29M | -$53,649.92 | -2.29% |
Ryan Charles Stout Theory Financial LLC | 23,298 | $1.09M | $1.09M | -$6,877.75 | -0.63% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 45,833 | $2.29M | $2.14M | -$151,451.24 | -6.61% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 559 | $26,333.49 | $26,077.35 | -$256.14 | -0.97% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 76,527 | $3.8M | $3.57M | -$230,909.71 | -6.08% |
Candace Cavalier Congress Wealth Management LLC / DE / | 28,114 | $1.34M | $1.31M | -$29,043.45 | -2.17% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 17,762 | $847,390.57 | $828,952.54 | -$18,438.03 | -2.18% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 20,097 | $949,723.21 | $937,525.05 | -$12,198.16 | -1.28% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,164 | $55,214.4 | $54,300.6 | -$913.8 | -1.66% |
Jennifer Carlson Gould Capital LLC | 2,842 | $141,306.48 | $132,835.08 | -$8,471.4 | -6% |
Ana-Maria Ignat Covestor Ltd | 609 | $29,326.29 | $28,464.66 | -$861.63 | -2.94% |
Stefan Demuth Ameliora Wealth Management Ltd. | 4,250 | $198,092.5 | $198,262.5 | $170 | 0.09% |
Dalila Toledo Ascent Group LLC | 11,429 | $541,869.68 | $533,162.85 | -$8,706.83 | -1.61% |
| EM Erin Mccann Simplicity Wealth LLC | 4,903 | $232,451.23 | $228,773.98 | -$3,677.25 | -1.58% |
Michael Byun SageView Advisory Group LLC | 93,618 | $4.44M | $4.37M | -$61,161.4 | -1.38% |
Daniel Bennett APS Management Group Inc. | 16,222 | $778,485.76 | $756,756.3 | -$21,729.46 | -2.79% |
Thomas Mason Mason & Associates Inc. | 12,536 | $599,819.4 | $584,804.4 | -$15,015 | -2.5% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,368 | $257,689.75 | $250,417.2 | -$7,272.55 | -2.82% |
Candice Gilman Sofi Wealth LLC | 49,790 | $2.37M | $2.33M | -$43,445.08 | -1.83% |