| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Byun SageView Advisory Group LLC | 5,804 | $294,212.76 | $293,218.08 | -$994.68 | -0.34% |
| NR Nichole Raftopoulos Nvest Financial LLC | 8,900 | $448,827 | $449,628 | $801 | 0.18% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 7,393 | $372,311.48 | $373,494.36 | $1,182.88 | 0.32% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 93,568 | $4.74M | $4.73M | -$16,502.72 | -0.35% |
| TL Timothy Low Forte Asset Management LLC | 269,630 | $13.65M | $13.62M | -$24,357.25 | -0.18% |
Lori Fernicola Castle Wealth Management LLC | 90,188 | $4.57M | $4.56M | -$9,018.8 | -0.2% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 4,542 | $230,211.86 | $229,461.84 | -$750.02 | -0.33% |
David Kennon David Kennon Inc | 67,110 | $3.4M | $3.39M | -$6,711 | -0.2% |
| XW Xenia Woltmann Rochester Wealth Strategies LLC | 153,641 | $7.79M | $7.76M | -$26,931.9 | -0.35% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 225,240 | $11.36M | $11.38M | $19,524.25 | 0.17% |
| HS Holly Skipper Verum Partners LLC | 6,538 | $329,395.55 | $330,299.76 | $904.21 | 0.27% |
Lucas Mosher SP Asset Management LLC | 93,108 | $4.66M | $4.7M | $44,104.05 | 0.95% |
| BP Brett Pohl Kingdom Financial Group LLC | 746 | $37,742.68 | $37,687.92 | -$54.76 | -0.15% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 6,750 | $341,634.5 | $341,010 | -$624.5 | -0.18% |
Joseph A. Feste KM Capital Management Ltd. | 12,829 | $644,829.51 | $648,121.08 | $3,291.57 | 0.51% |
Jonathan Seed Seed Wealth Management Inc. | 8,000 | $405,920 | $404,160 | -$1,760 | -0.43% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 16,971 | $851,940.12 | $856,950.64 | $5,010.52 | 0.59% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 11,652 | $583,323.08 | $588,659.04 | $5,335.96 | 0.91% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 14,578 | $739,267.82 | $736,480.56 | -$2,787.26 | -0.38% |
Charles Mattingly Leading Edge Financial Planning LLC | 5,961 | $300,575.43 | $301,149.72 | $574.29 | 0.19% |