| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
D. Patrick Franklin First International Bank & Trust | 33,249 | $1.73M | $1.71M | -$26,762.97 | -1.54% |
Cole Bruner Buska Wealth Management LLC | 52,767 | $2.77M | $2.71M | -$57,207.19 | -2.07% |
Gery Sadzewicz Forum Private Client Group LLC | 14,555 | $748,181.29 | $747,835.9 | -$345.39 | -0.05% |
Emilie Camilleri Bryant Woods Investment Advisors LLC | 35,931 | $1.88M | $1.85M | -$36,829.28 | -1.96% |
W. Travis McKinney HB Wealth Management LLC | 9,623 | $505,533.91 | $494,333.51 | -$11,200.4 | -2.22% |
Roger Wittlin Roger Wittlin Investment Advisory LLC | 8,334 | $422,945.28 | $427,867.56 | $4,922.28 | 1.16% |
Mark Perrault Intergy Private Wealth LLC | 5,590 | $293,897.66 | $286,431.6 | -$7,466.06 | -2.54% |
Courtney Lawson Autumn Glory Partners LLC | 69,120 | $3.64M | $3.54M | -$100,528.04 | -2.76% |
Michelle McCarthy Vantage Financial Partners LLC | 58,057 | $3.05M | $2.98M | -$76,585.01 | -2.51% |
| LWL Leo Wealth LLC Leo Wealth LLC | 28,786 | $1.51M | $1.47M | -$35,120.76 | -2.33% |
Dalila Toledo Ascent Group LLC | 70,900 | $3.63M | $3.64M | $13,360.37 | 0.37% |
Robert Glass AlphaCentric Advisors LLC | 2,623 | $134,070.07 | $134,454.98 | $384.91 | 0.29% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 372,097 | $19.21M | $19.12M | -$98,396.7 | -0.51% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 153,771 | $8.11M | $7.89M | -$217,549.65 | -2.68% |
Bryan Kupchik Capstone Wealth Management Group LLC | 22,989 | $1.21M | $1.18M | -$27,023.27 | -2.24% |
Candice Gilman Sofi Wealth LLC | 49 | $2,591.12 | $2,515.41 | -$75.71 | -2.92% |
Timothy Gerlach Novem Group | 68,581 | $3.55M | $3.51M | -$40,627.67 | -1.14% |
Timothy Low Forte Asset Management LLC | 23,675 | $1.21M | $1.22M | $2,506.71 | 0.21% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 198,421 | $10.32M | $10.17M | -$147,086.94 | -1.43% |
Amanda Hawley Atria Wealth Solutions Inc. | 237,361 | $12.38M | $12.19M | -$188,356.89 | -1.52% |