| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kenyon Lederer Pinnacle Wealth Management LLC | 15,123 | $863,655.32 | $855,660.85 | -$7,994.47 | -0.93% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 92,073 | $5.3M | $5.21M | -$88,554.21 | -1.67% |
| RM Russell Mohberg Regatta Capital Group LLC | 9,530 | $541,962.51 | $539,208.35 | -$2,754.16 | -0.51% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 88,335 | $5.04M | $5M | -$41,322.91 | -0.82% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 244,082 | $13.68M | $13.81M | $127,171.68 | 0.93% |
Courtney Lawson Autumn Glory Partners LLC | 30,968 | $1.76M | $1.75M | -$9,253.71 | -0.53% |
Allison Tronnes Forum Financial Management LP | 5,360 | $307,183.22 | $304,528.4 | -$2,654.82 | -0.86% |
| MO Michael O'Connor Capasso Planning Partners LLC | 20,753 | $1.18M | $1.17M | -$8,070.61 | -0.68% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 51,848 | $2.88M | $2.95M | $61,854.85 | 2.14% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,290 | $760,688.81 | $755,071.35 | -$5,617.46 | -0.74% |
Marc H. Stone Tyler-Stone Wealth Management | 12,724 | $742,789.94 | $722,914.06 | -$19,875.88 | -2.68% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 4,915 | $278,582.2 | $279,245.72 | $663.52 | 0.24% |
| MS Missy Straw Nilsine Partners LLC | 3,870 | $220,784 | $219,874.05 | -$909.95 | -0.41% |
| EM Erin Mccann Simplicity Wealth LLC | 7,491 | $427,260.24 | $425,601.16 | -$1,659.08 | -0.39% |
| YH Yanjuan Huang Vienna Asset Management LLC | 65,354 | $3.72M | $3.71M | -$5,935.31 | -0.16% |
Michael Byun SageView Advisory Group LLC | 5,217 | $297,955.88 | $296,534.28 | -$1,421.6 | -0.48% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 5,641 | $323,509.42 | $320,493.41 | -$3,016.01 | -0.93% |
| DTM David T. Morgan High Net Worth Advisory Group LLC | 163,895 | $9.2M | $9.32M | $117,446.37 | 1.28% |
| PP Penny Paul Andina Capital Management LLC | 19,195 | $1.09M | $1.09M | -$2,190.78 | -0.2% |
Jason Matthews Kfg Wealth Management LLC | 107,243 | $6.13M | $6.09M | -$38,678.53 | -0.63% |