| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Topley Lansing Street Advisors | 16,826 | $762,290.42 | $764,741.7 | $2,451.28 | 0.32% |
Mark Fiskio Empirical Asset Management LLC | 20,365 | $935,064.24 | $927,422.1 | -$7,642.14 | -0.82% |
Conor Sheridan Sheridan Capital Management LLC | 68,945 | $3.18M | $3.14M | -$37,858.68 | -1.19% |
Timothy Gerlach Novem Group | 7,127 | $323,611.03 | $323,922.15 | $311.12 | 0.1% |
Timothy Low Forte Asset Management LLC | 103,695 | $4.81M | $4.71M | -$95,981.53 | -2% |
Amanda Hawley Atria Wealth Solutions Inc. | 1.1M | $50.51M | $49.78M | -$731,103.03 | -1.45% |
Eric Dahm Range Financial Group LLC | 74,642 | $3.43M | $3.39M | -$35,284.14 | -1.03% |
Angela Cox W Advisors LLC | 62,058 | $2.87M | $2.82M | -$50,271.13 | -1.75% |
Kevin Zemann WealthPlan Investment Management LLC | 11,308 | $522,768.84 | $513,948.6 | -$8,820.24 | -1.69% |
Vito Collacuro Sutton Place Investors LLC | 49,293 | $2.27M | $2.24M | -$34,262.62 | -1.51% |
| TD Teresa Douberly Ridgeline Wealth LLC | 10,010 | $452,434.71 | $454,954.5 | $2,519.79 | 0.56% |
Lori Fernicola Castle Wealth Management LLC | 4,783 | $220,735.45 | $217,387.35 | -$3,348.1 | -1.52% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 25,127 | $1.16M | $1.14M | -$18,397.89 | -1.59% |
CJ Harrison DecisionPoint Financial LLC | 6 | $276 | $272.7 | -$3.3 | -1.2% |
Rodrigo Diaz Plan Group Financial LLC | 7,583 | $350,249 | $344,647.35 | -$5,601.65 | -1.6% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 262,029 | $12.09M | $11.92M | -$170,943.08 | -1.41% |
Rachel Faulk Cape Investment Advisory Inc. | 54,060 | $2.51M | $2.46M | -$48,624.05 | -1.94% |
| FIL FWG Investments LLC FWG Investments LLC | 42,136 | $1.94M | $1.92M | -$24,856.99 | -1.28% |
Mariana Coli Dunhill Financial LLC | 7 | $323.33 | $318.78 | -$4.55 | -1.41% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 42,411 | $1.96M | $1.93M | -$30,923.2 | -1.58% |