| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 15 | $1,819.65 | $1,818.9 | -$0.75 | -0.04% |
| WTM W. Travis McKinney HB Wealth Management LLC | 79,247 | $11.18M | $9.83M | -$1.35M | -12.11% |
| MC mike Chen Byrne Asset Management LLC | 25 | $3,032.75 | $3,101.12 | $68.37 | 2.25% |
Jeremy Baltz Raleigh Capital Management Inc. | 696 | $82,504.8 | $86,335.32 | $3,830.52 | 4.64% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 9,164 | $1.1M | $1.14M | $41,715 | 3.81% |
| WJ William Jollie Quent Capital LLC | 373 | $50,509.16 | $46,423.58 | -$4,085.58 | -8.09% |
Dalila Toledo Ascent Group LLC | 2,018 | $213,403.5 | $251,160.28 | $37,756.78 | 17.69% |
Michael Byun SageView Advisory Group LLC | 1,028 | $143,615.3 | $127,944.88 | -$15,670.42 | -10.91% |
| KB Kimberly Byrne Bill Few Associates Inc. | 4,474 | $584,475.64 | $554,977.33 | -$29,498.31 | -5.05% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 4,595 | $649,292.53 | $571,893.7 | -$77,398.83 | -11.92% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2,983 | $406,601.87 | $362,016.88 | -$44,584.99 | -10.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 7,731 | $1.04M | $966,104.41 | -$71,089.51 | -6.85% |
Kevin Zemann WealthPlan Investment Management LLC | 27,991 | $3.7M | $3.49M | -$201,643.95 | -5.46% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 105 | $14,666.64 | $13,174.87 | -$1,491.77 | -10.17% |
| JG John Ginter Callan Family Office LLC | 6,880 | $823,888.23 | $861,032 | $37,143.77 | 4.51% |
Linda M. Dagilus Greenfield Savings Bank | 2,310 | $307,230 | $289,096.5 | -$18,133.5 | -5.9% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,175 | $230,006.25 | $272,201.25 | $42,195 | 18.35% |
Mark Mowrey Signature Resources Capital Management LLC | 26 | $3,157.31 | $3,226.34 | $69.03 | 2.19% |
Albert Moore First National Advisers LLC | 3,439 | $363,674.25 | $430,390.85 | $66,716.6 | 18.35% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 3,191 | $424,403 | $399,353.65 | -$25,049.35 | -5.9% |