| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Hanson Breakwater Capital Group | 13,189 | $679,483.36 | $672,375.22 | -$7,108.14 | -1.05% |
| NB Nathan Blair Palo Alto Wealth Advisors LLC | 7,541 | $391,068.09 | $384,440.18 | -$6,627.91 | -1.69% |
| MV Moises Valladares Insigneo Advisory Services LLC | 9,727 | $509,344.66 | $496,514.71 | -$12,829.95 | -2.52% |
| RBL Robert B. LaRue Owen LaRue LLC | 4,215 | $221,913.43 | $215,154.67 | -$6,758.76 | -3.05% |
Jill Batley Gateway Wealth Partners LLC | 6,475 | $324,655 | $330,451.62 | $5,796.62 | 1.79% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 18,649 | $936,367 | $951,565.22 | $15,198.22 | 1.62% |
| PIL PFG Investments LLC PFG Investments LLC | 4,514 | $238,968.23 | $230,259.14 | -$8,709.09 | -3.64% |
Alexandra Stickelman Root Financial Partners, LLC | 41 | $2,056 | $2,091.41 | $35.41 | 1.72% |
Eugene Donato KENNEDY INVESTMENT GROUP | 32,281 | $1.64M | $1.65M | $9,714.51 | 0.59% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 32,929 | $1.71M | $1.68M | -$29,388.98 | -1.72% |
Thomas Healy PFW Advisors LLC | 12,037 | $694,786.08 | $614,187.92 | -$80,598.16 | -11.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,360 | $527,704.73 | $528,877.99 | $1,173.26 | 0.22% |
Kevin Orr Centennial Bank/AR/ | 1,428 | $72,852.35 | $72,842.28 | -$10.07 | -0.01% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 42,205 | $2.12M | $2.15M | $36,929.34 | 1.75% |
MICHAEL DE LUZ Williams & Novak, LLC | 12,467 | $632,794.05 | $635,941.67 | $3,147.62 | 0.5% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,376 | $582,028.96 | $580,346.64 | -$1,682.32 | -0.29% |
Amir Har-El Savvy Advisors, Inc. | 36,302 | $1.82M | $1.85M | $28,366.71 | 1.56% |
Owen McCabe Tyche Wealth Partners LLC | 13,808 | $712,906.94 | $704,415.12 | -$8,491.82 | -1.19% |
United Advisor Group LLC United Advisor Group, LLC | 17,215 | $873,743.82 | $878,223.22 | $4,479.4 | 0.51% |
Brad Sayre Shared Vision Wealth Group LLC | 35,823 | $1.82M | $1.83M | $8,666.87 | 0.48% |