| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 115,578 | $5.2M | $5.16M | -$41,505.34 | -0.8% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 327,825 | $14.76M | $14.64M | -$114,738.88 | -0.78% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 26,965 | $1.24M | $1.2M | -$34,332.38 | -2.77% |
Daren Blonski Fermata Advisors LLC | 45,087 | $2.06M | $2.01M | -$42,793.47 | -2.08% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 861,241 | $38.44M | $38.44M | $2,956.38 | 0.01% |
| SL Shad Lamm Keystone Wealth Services LLC | 86,604 | $3.94M | $3.87M | -$77,566.51 | -1.97% |
| DM Dipen Mehta Invst LLC | 15,844 | $722,467.59 | $707,355.38 | -$15,112.21 | -2.09% |
Kevin B. Crawford JB Capital LLC | 55,842 | $2.54M | $2.49M | -$47,331.85 | -1.86% |
| KRB Kyle R. Bubeck Systelligence LLC | 158,594 | $7.15M | $7.09M | -$65,816.51 | -0.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 764 | $35,179.47 | $34,131.7 | -$1,047.77 | -2.98% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 15,109 | $671,690.33 | $675,296.75 | $3,606.42 | 0.54% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 7,805 | $359,373.84 | $348,610.32 | -$10,763.52 | -3% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 424,623 | $19.46M | $18.98M | -$485,722.18 | -2.5% |
Jay Richards Investment Advisory Group LLC | 7,644 | $349,072.36 | $341,610.36 | -$7,462 | -2.14% |
| WTM W. Travis McKinney HB Wealth Management LLC | 21,364 | $961,593.64 | $952,513.94 | -$9,079.7 | -0.94% |
Michael Byun SageView Advisory Group LLC | 620 | $28,310 | $27,648.9 | -$661.1 | -2.34% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 5,973 | $266,455 | $266,306.2 | -$148.8 | -0.06% |
Brian Levy West Wealth Group LLC | 7,564 | $343,922.27 | $337,392.22 | -$6,530.05 | -1.9% |
| TL Timothy Low Forte Asset Management LLC | 23,097 | $1.06M | $1.03M | -$34,243.65 | -3.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 10,839 | $492,524.16 | $483,581.98 | -$8,942.18 | -1.82% |