| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 32,618 | $2.42M | $2.47M | $46,157.88 | 1.91% |
| NA Nizar Araji National Bank Of Canada /FI/ | 1,116 | $82,784.88 | $84,430.98 | $1,646.1 | 1.99% |
| MN Marcia Nakamura Fairview Capital Investment Management LLC | 50,660 | $3.78M | $3.83M | $52,072.18 | 1.38% |
Jeff Ameen Spire Wealth Management | 73 | $5,420.25 | $5,480.11 | $59.86 | 1.1% |
Kyle P. Smith NewEdge Wealth LLC | 722,409 | $54.35M | $54.65M | $299,799.73 | 0.55% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 20,497 | $1.52M | $1.54M | $16,807.54 | 1.1% |
Bill McVay Red Tortoise LLC | 13,660 | $1.04M | $1.03M | -$15,162.6 | -1.46% |
William Jollie Quent Capital LLC | 299 | $22,706.06 | $22,620.84 | -$85.22 | -0.38% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,191 | $317,670.38 | $316,965.33 | -$705.05 | -0.22% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 51,501 | $3.66M | $3.87M | $202,306.84 | 5.52% |
Jason DeBerry BancFirst Trust & Investment Management | 2,801 | $213,380.18 | $210,271.07 | -$3,109.11 | -1.46% |
Adam Grossman Mayport LLC | 59,894 | $4.51M | $4.53M | $24,856.01 | 0.55% |
Robin Sherwood HTG Investment Advisors Inc. | 3,656 | $277,265.21 | $274,455.92 | -$2,809.29 | -1.01% |
Jacob Going Alpine Bank Wealth Management | 436,406 | $32.4M | $33.02M | $615,330.93 | 1.9% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 11,554 | $883,305.24 | $867,358.78 | -$15,946.46 | -1.81% |
Mark Fonville Fonville Wealth Management LLC | 40,955 | $3.08M | $3.07M | -$9,025.46 | -0.29% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,976 | $227,842.71 | $224,167.2 | -$3,675.51 | -1.61% |
Brian Krause Cascade Financial Partners, LLC | 200,527 | $15.07M | $15.05M | -$17,083.67 | -0.11% |
Financial Harvest LLC Financial Harvest LLC | 16,759 | $1.28M | $1.27M | -$8,376.08 | -0.66% |
| JS Joseph Shenton Permanent Capital Management LP | 4,379 | $333,592.1 | $329,848.17 | -$3,743.93 | -1.12% |