| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 9,055 | $480,153.2 | $472,716.27 | -$7,436.93 | -1.55% |
John P. Quinn Vermillion & White Wealth Management Group LLC | 5,839 | $300,475.35 | $304,824.99 | $4,349.64 | 1.45% |
Carrie Delgott Wescott Financial Advisory Group LLC | 34,385 | $1.74M | $1.8M | $59,118.74 | 3.41% |
| DM Dipen Mehta Invst LLC | 7,317 | $384,099.72 | $381,983.98 | -$2,115.74 | -0.55% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,303 | $281,218.09 | $276,843.11 | -$4,374.98 | -1.56% |
| YL Yosef Levy Y.D. More Investments Ltd. | 25,661 | $1.32M | $1.34M | $24,031.98 | 1.83% |
| TCL Therese C.D. Linden Bank of New Hampshire | 753 | $39,446.58 | $39,325.42 | -$121.16 | -0.31% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,119 | $940,740.28 | $944,543.47 | $3,803.19 | 0.4% |
Maree Sgro BG Investment Services Inc. | 56,772 | $3.04M | $2.96M | -$77,828.41 | -2.56% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,552 | $234,809.15 | $237,295.76 | $2,486.61 | 1.06% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 1,700 | $88,202.7 | $88,774 | $571.3 | 0.65% |
Kurt Van Dyken Lifeworks Advisors LLC | 5,107 | $268,877.26 | $266,662 | -$2,215.26 | -0.82% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1.24M | $64.69M | $64.82M | $128,808.03 | 0.2% |
Alexander Eichhorn Tanager Wealth Management LLP | 4,928 | $260,592.64 | $257,315.52 | -$3,277.12 | -1.26% |
| DC Donie Carlson DMC Group LLC | 74,920 | $3.83M | $3.91M | $78,735.79 | 2.05% |
Kaitlin Yardley Schaeffer Financial LLC | 649,372 | $33.84M | $33.91M | $68,770.18 | 0.2% |
Brad Van Aken Agate Pass Investment Management LLC | 106,227 | $5.64M | $5.55M | -$91,590.88 | -1.62% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 729 | $38,316.24 | $38,086.6 | -$229.64 | -0.6% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 62,256 | $3.27M | $3.25M | -$18,878 | -0.58% |
| WRC William Reid Culp III TAGStone Capital Inc. | 12,757 | $668,882.98 | $666,489.46 | -$2,393.52 | -0.36% |