| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 21,808 | $523,859.36 | $528,625.92 | $4,766.56 | 0.91% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 18,522 | $450,048.59 | $448,973.28 | -$1,075.31 | -0.24% |
Nancy Williamson Helen Stephens Group LLC | 20,355 | $493,292.75 | $493,405.2 | $112.45 | 0.02% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 249,890 | $6.14M | $6.06M | -$78,259.9 | -1.28% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 15,200 | $366,611 | $368,448 | $1,837 | 0.5% |
Matthew B. Boersen Straight Path Wealth Management | 39,906 | $967,487.41 | $967,321.44 | -$165.97 | -0.02% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 11,658 | $280,608.06 | $282,589.92 | $1,981.86 | 0.71% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 457,123 | $11.08M | $11.06M | -$18,284.92 | -0.17% |
Timothy J. Landolt Endowment Wealth Management Inc. | 78,510 | $1.9M | $1.9M | -$4,858.32 | -0.26% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 70,294 | $1.7M | $1.7M | $5,912.57 | 0.35% |
Nabeed Zaman Eagle Strategies LLC | 10,789 | $257,866.09 | $261,525.36 | $3,659.27 | 1.42% |
W. Travis McKinney HB Wealth Management LLC | 38,880 | $941,293.59 | $942,451.2 | $1,157.61 | 0.12% |
Courtney Lawson Autumn Glory Partners LLC | 27,595 | $651,026.16 | $668,902.8 | $17,876.64 | 2.75% |
| LWL Leo Wealth LLC Leo Wealth LLC | 137,080 | $3.29M | $3.32M | $31,589.09 | 0.96% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 11,655 | $283,216.51 | $282,517.2 | -$699.31 | -0.25% |
Michael Byun SageView Advisory Group LLC | 9,638 | $233,552.59 | $233,095.03 | -$457.56 | -0.2% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 8,554 | $223,002.78 | $207,348.96 | -$15,653.82 | -7.02% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 207,274 | $4.99M | $5.02M | $34,669.25 | 0.69% |
Mark Fiskio Empirical Asset Management LLC | 15,130 | $360,396.6 | $365,919.05 | $5,522.45 | 1.53% |
Timothy Gerlach Novem Group | 9,570 | $231,966.74 | $231,976.8 | $10.06 | - |