| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 111,002 | $13.16M | $12.97M | -$186,708.23 | -1.42% |
| EM Erin Mccann Simplicity Wealth LLC | 9,632 | $1.14M | $1.13M | -$18,136.88 | -1.59% |
| RG Robert Glass AlphaCentric Advisors LLC | 6,519 | $765,821.2 | $761,549.58 | -$4,271.62 | -0.56% |
| EW Ed West Values First Advisors Inc. | 46,200 | $5.39M | $5.4M | $2,244.01 | 0.04% |
Michael Byun SageView Advisory Group LLC | 708 | $84,500 | $82,726.26 | -$1,773.74 | -2.1% |
Kristofer Gray Integrity Financial Corp. /WA | 8 | $924.4 | $934.56 | $10.16 | 1.1% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 307 | $36,325.03 | $35,871.41 | -$453.62 | -1.25% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 2,200 | $259,908 | $257,059 | -$2,849 | -1.1% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 45,303 | $5.39M | $5.29M | -$100,834.85 | -1.87% |
| TL Timothy Low Forte Asset Management LLC | 3,250 | $376,127.5 | $379,746.25 | $3,618.75 | 0.96% |
Christopher Warner WARNER FINANCIAL Inc. | 28,092 | $3.3M | $3.28M | -$15,852.21 | -0.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 94,951 | $10.89M | $11.09M | $196,812.07 | 1.81% |
Lincoln Bach Delap Wealth Advisory LLC | 20,081 | $2.35M | $2.35M | -$4,898.58 | -0.21% |
Jeffrey Gilbert Balboa Wealth Partners | 2,923 | $348,019.3 | $341,577.69 | -$6,441.61 | -1.85% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1.08M | $127.52M | $126.8M | -$719,373.55 | -0.56% |
John DeMarco Trajan Wealth LLC | 23,156 | $2.69M | $2.71M | $20,306.42 | 0.76% |
| LWM Latko Wealth Management Ltd. Latko Wealth Management Ltd. | 44,079 | $5.25M | $5.15M | -$97,290.27 | -1.85% |
| SP Samuel Pressley Ridgepath Capital Management LLC | 59,589 | $7.05M | $6.96M | -$84,525.16 | -1.2% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 309 | $36,556.35 | $36,095.83 | -$460.52 | -1.26% |
Mariana Coli Dunhill Financial LLC | 357 | $42,665.07 | $41,702.95 | -$962.12 | -2.26% |