| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Baylis Bell Investment Advisors Inc. | 641,135 | $64.21M | $64.09M | -$117,266.78 | -0.18% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,129 | $814,244.5 | $813,306.47 | -$938.03 | -0.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 715 | $71,707.35 | $71,628.7 | -$78.65 | -0.11% |
Bill Ryan Manhattan West Asset Management LLC | 6,986 | $699,717.76 | $698,320.56 | -$1,397.2 | -0.2% |
Candace Cavalier Congress Wealth Management LLC / DE / | 61,045 | $6.11M | $6.12M | $6,413.15 | 0.1% |
Tracy Murray EdgeRock Capital LLC | 2,649 | $265,392.6 | $265,376.82 | -$15.78 | -0.01% |
Eric Lai Archvest Wealth Advisors Inc. | 4,919 | $491,604.86 | $492,785.42 | $1,180.56 | 0.24% |
Randy D. Kurtz Upper Left Wealth Management LLC | 2,868 | $286,908.26 | $287,316.24 | $407.98 | 0.14% |
Ed West Values First Advisors Inc. | 21,242 | $2.13M | $2.13M | $517.81 | 0.02% |
Arthur Garcia Atlas Financial Advisors Inc. | 5,704 | $571,312.2 | $571,426.72 | $114.52 | 0.02% |
| CMD Chris M. Denholm Objective Capital Management LLC | 8,423 | $842,113.22 | $843,816.14 | $1,702.92 | 0.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 40,256 | $4.03M | $4.03M | $1,489.11 | 0.04% |
Benjamin Cauley Carr Financial Group Corp. | 4,528 | $452,707.94 | $453,615.04 | $907.1 | 0.2% |
| TL Tradewinds LLC Tradewinds LLC | 6,129 | $613,880.64 | $613,206.47 | -$674.17 | -0.11% |
| TIM Tevis Investment Management Tevis Investment Management | 156,368 | $15.67M | $15.66M | -$2,196.11 | -0.01% |
Rachel Faulk Cape Investment Advisory Inc. | 614 | $61,523 | $61,510.52 | -$12.48 | -0.02% |
Mariana Coli Dunhill Financial LLC | 17 | $1,703 | $1,699.4 | -$3.6 | -0.21% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 4,253 | $425,794.18 | $426,065.54 | $271.36 | 0.06% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 118,446 | $11.84M | $11.87M | $22,622.28 | 0.19% |
| BP Brett Pohl Kingdom Financial Group LLC | 185 | $18,570 | $18,493.52 | -$76.48 | -0.41% |