| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Hackman HFG Advisors Inc. | 36,465 | $2.78M | $2.81M | $29,766.06 | 1.07% |
W. Travis McKinney HB Wealth Management LLC | 9,427 | $753,877.19 | $727,019.67 | -$26,857.52 | -3.56% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 5,649 | $442,049.57 | $435,481.39 | -$6,568.18 | -1.49% |
Dalila Toledo Ascent Group LLC | 74,357 | $5.78M | $5.73M | -$49,310.34 | -0.85% |
| EM Erin Mccann Simplicity Wealth LLC | 24,566 | $1.99M | $1.89M | -$92,723.99 | -4.67% |
Patrick O'Connell Security Financial Services Inc. | 2,751 | $219,997.47 | $212,074.58 | -$7,922.89 | -3.6% |
Michael Byun SageView Advisory Group LLC | 43,552 | $3.5M | $3.35M | -$152,196.93 | -4.35% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 130,019 | $10.5M | $10.03M | -$473,540.8 | -4.51% |
Timothy Dempsey DHK Financial Advisors Inc. | 7,104 | $537,795.52 | $548,073.6 | $10,278.08 | 1.91% |
Brian Levy West Wealth Group LLC | 4,666 | $374,303.41 | $359,701.92 | -$14,601.49 | -3.9% |
Arthur Garcia Atlas Financial Advisors Inc. | 146,053 | $11.42M | $11.25M | -$163,471.11 | -1.43% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,611 | $744,942.48 | $742,017.25 | -$2,925.23 | -0.39% |
Candice Gilman Sofi Wealth LLC | 13 | $1,036.31 | $1,001.06 | -$35.25 | -3.4% |
Christopher M. Marks Sterling Investment Counsel LLC | 13,802 | $1.11M | $1.06M | -$48,790.5 | -4.38% |
Jim Clark Worth Asset Management LLC | 79,221 | $6.35M | $6.11M | -$240,999.85 | -3.8% |
Amanda Hawley Atria Wealth Solutions Inc. | 82,361 | $6.48M | $6.35M | -$124,339.85 | -1.92% |
Craig Johnsen Fortitude Advisory Group LLC | 2,965 | $239,124.25 | $228,571.84 | -$10,552.41 | -4.41% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 9,135 | $679,648.22 | $704,217.11 | $24,568.89 | 3.61% |
John DeMarco Trajan Wealth LLC | 101,363 | $7.89M | $7.79M | -$108,488.19 | -1.37% |
| JB Jodi Burnett Invictus Private Wealth LLC | 45,805 | $3.49M | $3.53M | $48,040.48 | 1.38% |