| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Donna Rittershausen Koss-Olinger Consulting LLC | 87,575 | $4.27M | $4.15M | -$122,167.13 | -2.86% |
Carrie Delgott Wescott Financial Advisory Group LLC | 262,339 | $12.51M | $12.43M | -$80,808.62 | -0.65% |
Alexandria Fry Dentgroup LLC | 55,045 | $2.66M | $2.61M | -$53,058.16 | -2% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 85,185 | $4.11M | $4.03M | -$78,796.13 | -1.92% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 42,423 | $2.06M | $2.01M | -$53,290.54 | -2.59% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 176,015 | $8.54M | $8.31M | -$227,789.55 | -2.67% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 22,621 | $1.09M | $1.07M | -$21,150.64 | -1.94% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 18,646 | $896,835.19 | $882,235.49 | -$14,599.7 | -1.63% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 161 | $7,863.24 | $7,605.64 | -$257.6 | -3.28% |
Jeffrey Malcom Buttonwood Financial Advisors Inc. | 270,097 | $13.1M | $12.78M | -$321,645.9 | -2.45% |
Candace Cavalier Congress Wealth Management LLC / DE / | 32,406 | $1.57M | $1.53M | -$32,892.09 | -2.1% |
Taylor Jobe MKT Advisors LLC | 59,455 | $2.85M | $2.82M | -$33,860.14 | -1.19% |
Seth Scher Matrix Private Capital Group LLC | 18 | $872.28 | $852.74 | -$19.54 | -2.24% |
Caitlin Garner SC&H Financial Advisors Inc. | 7,452 | $347,805.82 | $352,963.98 | $5,158.16 | 1.48% |
Patrick Severson TrueWealth Financial Partners | 6,100 | $295,606 | $288,804.5 | -$6,801.5 | -2.3% |
Jason Whitby Stone Summit Wealth LLC | 26,785 | $1.28M | $1.27M | -$13,119.73 | -1.02% |
Joshua Moeller Hill Island Financial LLC | 21,084 | $992,917.79 | $997,800.3 | $4,882.51 | 0.49% |
Jay Richards Investment Advisory Group LLC | 83,817 | $4.14M | $3.97M | -$169,992.35 | -4.11% |
Andrew Burkey Joseph Group Capital Management | 29,253 | $1.39M | $1.38M | -$2,446.66 | -0.18% |
Sean Reitenbach Prosperity Consulting Group LLC | 4,823 | $233,711.03 | $228,200.24 | -$5,510.79 | -2.36% |