| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 67,040 | $6.71M | $6.7M | -$8,733.77 | -0.13% |
Sima Elimelech Activest Wealth Management | 8,579 | $857,422.03 | $857,556.84 | $134.81 | 0.02% |
Brian Baylis Bell Investment Advisors Inc. | 641,135 | $64.21M | $64.11M | -$104,444.08 | -0.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,129 | $814,244.5 | $812,778.06 | -$1,466.44 | -0.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 633 | $63,483.57 | $63,274.68 | -$208.89 | -0.33% |
Bill Ryan Manhattan West Asset Management LLC | 6,986 | $699,717.76 | $698,739.72 | -$978.04 | -0.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 61,517 | $6.16M | $6.15M | -$5,876.09 | -0.1% |
Tracy Murray EdgeRock Capital LLC | 2,649 | $265,392.6 | $264,952.98 | -$439.62 | -0.17% |
Dave Reichert Echo45 Advisors LLC | 2,177 | $217,939.47 | $217,678.23 | -$261.24 | -0.12% |
Eric Lai Archvest Wealth Advisors Inc. | 4,919 | $491,604.86 | $491,801.62 | $196.76 | 0.04% |
Randy D. Kurtz Upper Left Wealth Management LLC | 4,706 | $470,910.44 | $470,692.24 | -$218.2 | -0.05% |
W. Travis McKinney HB Wealth Management LLC | 2,464 | $246,794.24 | $246,375.36 | -$418.88 | -0.17% |
Ed West Values First Advisors Inc. | 21,242 | $2.13M | $2.12M | -$3,042.35 | -0.14% |
Arthur Garcia Atlas Financial Advisors Inc. | 5,704 | $571,312.2 | $570,485.56 | -$826.64 | -0.14% |
| CMD Chris M. Denholm Objective Capital Management LLC | 8,428 | $842,613.77 | $842,673.58 | $59.81 | 0.01% |
Amanda Hawley Atria Wealth Solutions Inc. | 40,256 | $4.03M | $4.03M | -$6,159.53 | -0.15% |
Benjamin Cauley Carr Financial Group Corp. | 4,528 | $452,707.94 | $452,890.56 | $182.62 | 0.04% |
| TL Tradewinds LLC Tradewinds LLC | 6,129 | $613,880.64 | $612,976 | -$904.64 | -0.15% |
| TIM Tevis Investment Management Tevis Investment Management | 156,368 | $15.67M | $15.63M | -$32,687.87 | -0.21% |
Rachel Faulk Cape Investment Advisory Inc. | 597 | $59,819.59 | $59,694.03 | -$125.56 | -0.21% |