| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 8,334 | $422,945.28 | $435,076.47 | $12,131.19 | 2.87% |
Mark Perrault Intergy Private Wealth LLC | 5,727 | $301,112.08 | $298,978.03 | -$2,134.05 | -0.71% |
Courtney Lawson Autumn Glory Partners LLC | 60,533 | $3.19M | $3.16M | -$33,751.97 | -1.06% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 58,057 | $3.05M | $3.03M | -$22,011.43 | -0.72% |
| LWL Leo Wealth LLC Leo Wealth LLC | 28,786 | $1.51M | $1.5M | -$7,917.99 | -0.52% |
Dalila Toledo Ascent Group LLC | 74,896 | $3.83M | $3.91M | $74,814.47 | 1.95% |
| RG Robert Glass AlphaCentric Advisors LLC | 2,513 | $128,304.97 | $131,140.9 | $2,835.93 | 2.21% |
Michael Byun SageView Advisory Group LLC | 3,164 | $167,313 | $165,160.8 | -$2,152.2 | -1.29% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 367,448 | $18.97M | $19.18M | $204,047.9 | 1.08% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 148,628 | $7.84M | $7.76M | -$84,200.31 | -1.07% |
Bryan Kupchik Capstone Wealth Management Group LLC | 21,531 | $1.13M | $1.12M | -$7,858.82 | -0.69% |
Candice Gilman Sofi Wealth LLC | 184 | $9,727.76 | $9,603.88 | -$123.88 | -1.27% |
| TG Timothy Gerlach Novem Group | 64,626 | $3.35M | $3.37M | $25,717.44 | 0.77% |
| TL Timothy Low Forte Asset Management LLC | 23,942 | $1.23M | $1.25M | $22,282.89 | 1.82% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 189,288 | $9.85M | $9.88M | $30,611.01 | 0.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 237,361 | $12.38M | $12.39M | $6,279.13 | 0.05% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 5,166 | $271,524.96 | $269,691.03 | -$1,833.93 | -0.68% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 22 | $1,161 | $1,148.73 | -$12.27 | -1.06% |
John DeMarco Trajan Wealth LLC | 40,992 | $2.11M | $2.14M | $31,952.57 | 1.52% |
Abraham Martinez Amara Financial LLC | 116,642 | $6.15M | $6.09M | -$60,246.35 | -0.98% |