| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 114,821 | $5.84M | $5.79M | -$52,276.05 | -0.9% |
John Ledford FWG Holdings LLC | 64,539 | $3.29M | $3.26M | -$28,719.86 | -0.87% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 8,952 | $457,890.38 | $451,270.32 | -$6,620.06 | -1.45% |
| KRB Kyle R. Bubeck Systelligence LLC | 75,417 | $3.88M | $3.8M | -$76,680.44 | -1.98% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 7,657 | $392,667.74 | $385,989.37 | -$6,678.37 | -1.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 631 | $32,247.26 | $32,102.12 | -$145.14 | -0.45% |
Brian Ramsay Wealthspan Partners LLC | 130,753 | $6.66M | $6.64M | -$20,821.53 | -0.31% |
Rachel Faulk Cape Investment Advisory Inc. | 4,232 | $215,237 | $213,356.28 | -$1,880.72 | -0.87% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 338,935 | $17.41M | $17.08M | -$332,652.01 | -1.91% |
| SM Sarah Moore BOS Asset Management LLC | 6,038 | $307,063 | $304,405.77 | -$2,657.23 | -0.87% |
Jill Batley Gateway Wealth Partners LLC | 129,586 | $6.63M | $6.53M | -$94,866.07 | -1.43% |
Nemes Rush Group LLC Nemes Rush Group LLC | 226,338 | $11.62M | $11.51M | -$105,554.02 | -0.91% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 121,407 | $6.19M | $6.14M | -$44,647.42 | -0.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,182 | $110,955.4 | $110,551.03 | -$404.37 | -0.36% |
Amir Har-El Savvy Advisors, Inc. | 12,102 | $622,579.75 | $612,300.69 | -$10,279.06 | -1.65% |
Elizabeth Arce Sovran Advisors LLC | 7,992 | $407,314.09 | $404,355.24 | -$2,958.85 | -0.73% |
Note Advisors LLC Note Advisors LLC | 4,364 | $224,768 | $220,796.58 | -$3,971.42 | -1.77% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 329,166 | $16.77M | $16.65M | -$113,580.24 | -0.68% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 56 | $2,848 | $2,833.32 | -$14.68 | -0.52% |