| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 628 | $15,046.88 | $15,172.48 | $125.6 | 0.83% |
Matt Hunter Heartland Bank & Trust Co. | 226,152 | $5.46M | $5.46M | $222.61 | - |
| TCL Therese C.D. Linden Bank of New Hampshire | 24,555 | $608,869.75 | $594,231 | -$14,638.75 | -2.4% |
Kurt Van Dyken Lifeworks Advisors LLC | 16,325 | $395,391.5 | $394,575.25 | -$816.25 | -0.21% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 10,504 | $253,368.3 | $254,196.8 | $828.5 | 0.33% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 18,473 | $449,588.42 | $447,046.6 | -$2,541.82 | -0.57% |
Nancy Williamson Helen Stephens Group LLC | 45,194 | $1.09M | $1.09M | -$1,085.94 | -0.1% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 249,890 | $6.16M | $6.05M | -$113,625.3 | -1.84% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 15,200 | $365,928.5 | $367,840 | $1,911.5 | 0.52% |
Matthew B. Boersen Straight Path Wealth Management | 27,912 | $677,158.03 | $675,470.4 | -$1,687.63 | -0.25% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1.02M | $24.77M | $24.7M | -$69,642.83 | -0.28% |
Jennifer Scott Scott Capital Advisors LLC | 14,264 | $345,474.08 | $345,188.8 | -$285.28 | -0.08% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 68,519 | $1.66M | $1.66M | -$429.75 | -0.03% |
Nabeed Zaman Eagle Strategies LLC | 14,052 | $338,239.67 | $340,058.4 | $1,818.73 | 0.54% |
Courtney Lawson Autumn Glory Partners LLC | 27,597 | $649,525.84 | $667,847.4 | $18,321.56 | 2.82% |
| LWL Leo Wealth LLC Leo Wealth LLC | 203,315 | $4.88M | $4.92M | $35,789.16 | 0.73% |
Michael Byun SageView Advisory Group LLC | 11,659 | $282,992.48 | $281,681.44 | -$1,311.04 | -0.46% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 169,125 | $4.06M | $4.09M | $29,204.6 | 0.72% |
Mark Fiskio Empirical Asset Management LLC | 8,632 | $204,837.36 | $208,549.12 | $3,711.76 | 1.81% |
Timothy Gerlach Novem Group | 588,288 | $14.27M | $14.24M | -$34,444.99 | -0.24% |