| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John P. Quinn Vermillion & White Wealth Management Group LLC | 4,851 | $249,815.66 | $249,123.1 | -$692.56 | -0.28% |
Carrie Delgott Wescott Financial Advisory Group LLC | 34,427 | $1.74M | $1.76M | $26,576.62 | 1.53% |
Dipen Mehta Invst LLC | 9,470 | $496,938.45 | $485,242.8 | -$11,695.65 | -2.35% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,497 | $1.08M | $1.05M | -$24,604.74 | -2.28% |
| YL Yosef Levy Y.D. More Investments Ltd. | 26,346 | $1.35M | $1.35M | -$1,532.34 | -0.11% |
| TCL Therese C.D. Linden Bank of New Hampshire | 753 | $39,446.58 | $38,583.72 | -$862.86 | -2.19% |
Ryan Sanford Elevation Capital Advisory LLC | 17,303 | $906,850.23 | $888,543.66 | -$18,306.57 | -2.02% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,766 | $653,979 | $654,129.84 | $150.84 | 0.02% |
Maree Sgro BG Investment Services Inc. | 56,061 | $3M | $2.88M | -$125,410.56 | -4.18% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 4,552 | $234,809.15 | $233,244.48 | -$1,564.67 | -0.67% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,700 | $88,202.7 | $87,329 | -$873.7 | -0.99% |
Kurt Van Dyken Lifeworks Advisors LLC | 14,511 | $761,740.9 | $743,543.64 | -$18,197.26 | -2.39% |
Christina Forster Pazienza Guardian Partners Inc. | 2,600 | $136,266 | $133,224 | -$3,042 | -2.23% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 1.5M | $77.83M | $76.81M | -$1.03M | -1.32% |
Alexander Eichhorn Tanager Wealth Management LLP | 5,000 | $264,366.16 | $256,200 | -$8,166.16 | -3.09% |
| DC Donie Carlson DMC Group LLC | 77,296 | $3.96M | $3.96M | $2,908.87 | 0.07% |
Kaitlin Yardley Schaeffer Financial LLC | 674,253 | $35.15M | $34.64M | -$502,329.73 | -1.43% |
Brad Van Aken Agate Pass Investment Management LLC | 106,227 | $5.64M | $5.46M | -$184,008.37 | -3.26% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 11,911 | $624,255.51 | $611,868.07 | -$12,387.44 | -1.98% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 77,453 | $4.05M | $3.97M | -$79,744.25 | -1.97% |