| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 591 | $208,433.87 | $196,188.35 | -$12,245.52 | -5.88% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 1,021 | $322,493.06 | $338,931.15 | $16,438.09 | 5.1% |
David Lutz LifeGuide Financial Advisors LLC | 573 | $197,154.09 | $190,213.07 | -$6,941.02 | -3.52% |
Jonathan Yarger Yarger Wealth Strategies LLC | 1,184 | $454,001.79 | $393,040.63 | -$60,961.16 | -13.43% |
Dave Reichert Echo45 Advisors LLC | 759 | $313,449.42 | $251,957.63 | -$61,491.79 | -19.62% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 18 | $6,193.73 | $5,975.28 | -$218.45 | -3.53% |
Ryan Gough Perfromance Wealth Partners LLC | 918 | $301,921.02 | $326,459.16 | $24,538.14 | 8.13% |
| MAL McBroom & Associates LLC McBroom & Associates LLC | 13,518 | $5.28M | $4.49M | -$795,443.25 | -15.06% |
Timothy Carne SFG Wealth Management LLC | 1,190 | $449,322.22 | $395,032.39 | -$54,289.83 | -12.08% |
| MS Marek Sestak Czech National Bank | 283,508 | $89.7M | $94.11M | $4.41M | 4.92% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,945 | $676,517.44 | $645,662.18 | -$30,855.26 | -4.56% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 811 | $312,664.94 | $288,383.49 | -$24,281.45 | -7.77% |
Jennifer Carlson Gould Capital LLC | 100 | $36,537.67 | $35,562 | -$975.67 | -2.67% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 710 | $228,158.57 | $235,691.59 | $7,533.02 | 3.3% |
| JBL Jason B. Lockridge Southern Capital Advisors LLC | 1,345 | $444,765.52 | $446,486.19 | $1,720.67 | 0.39% |
Lindsey Seagraves Carson Advisory Inc. | 30,542 | $11.69M | $10.14M | -$1.55M | -13.28% |
Penny A. Phillips Journey Strategic Wealth LLC | 20,641 | $7.59M | $6.85M | -$741,039.24 | -9.76% |
Russell Kartub Insight Inv LLC | 1,271 | $505,612.87 | $421,921.15 | -$83,691.72 | -16.55% |
G. Adam Parmer Enhancing Capital LLC | 1,660 | $688,916.6 | $551,053.58 | -$137,863.02 | -20.01% |
Raymond L. Eaton Primoris Wealth Advisors LLC | 1,526 | $617,522.48 | $506,570.94 | -$110,951.54 | -17.97% |