| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Mason Mason & Associates Inc. | 372,620 | $18.91M | $18.85M | -$65,268.72 | -0.35% |
Penny Paul Andina Capital Management LLC | 45,206 | $2.29M | $2.29M | -$119.88 | -0.01% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 203,509 | $10.27M | $10.3M | $24,421.3 | 0.24% |
Michael Topley Lansing Street Advisors | 26,422 | $1.33M | $1.34M | $2,510.09 | 0.19% |
Timothy Gerlach Novem Group | 4,968 | $250,835 | $251,306.28 | $471.28 | 0.19% |
Amanda Hawley Atria Wealth Solutions Inc. | 121,021 | $6.14M | $6.12M | -$16,942.94 | -0.28% |
Jeffrey Gilbert Balboa Wealth Partners | 6,186 | $313,568.86 | $312,949.12 | -$619.74 | -0.2% |
David W. Chenet Presidio Capital Management LLC | 361,823 | $18.28M | $18.3M | $19,892.02 | 0.11% |
Joseph Wallace Wallace Advisory Group LLC | 4,324 | $218,318 | $218,707.92 | $389.92 | 0.18% |
| TD Teresa Douberly Ridgeline Wealth LLC | 116,027 | $5.88M | $5.87M | -$14,273.76 | -0.24% |
John DeMarco Trajan Wealth LLC | 80,854 | $4.1M | $4.09M | -$8,748.13 | -0.21% |
| XV Xavier Volatier Transatlantique Private Wealth LLC | 10,611 | $538,246.27 | $536,757.43 | -$1,488.84 | -0.28% |
| DAL Drake & Associates LLC Drake & Associates LLC | 764,333 | $38.31M | $38.65M | $337,840.01 | 0.88% |
Lori Fernicola Castle Wealth Management LLC | 277,549 | $14.07M | $14.04M | -$33,593.95 | -0.24% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 203,712 | $10.26M | $10.3M | $40,754.17 | 0.4% |
CJ Harrison DecisionPoint Financial LLC | 2,346 | $118,473 | $118,637.22 | $164.22 | 0.14% |
| JG John Ginter Callan Family Office LLC | 6,073 | $306,626 | $307,111.61 | $485.61 | 0.16% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 7,569 | $385,108.81 | $382,840.02 | -$2,268.79 | -0.59% |
Rachel Faulk Cape Investment Advisory Inc. | 36,357 | $1.84M | $1.84M | -$1,005.72 | -0.05% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 93 | $4,722.54 | $4,703.94 | -$18.6 | -0.39% |