| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Schneck Gridiron Partners LLC | 43,356 | $355,519.2 | $339,694.26 | -$15,824.94 | -4.45% |
John Swift Benchmark Investment Advisors LLC | 88,000 | $663,520 | $689,480 | $25,960 | 3.91% |
Michael Byun SageView Advisory Group LLC | 17,539 | $142,475.9 | $137,242.67 | -$5,233.23 | -3.67% |
| SW Scott Williams Investmark Advisory Group LLC | 48,023 | $331,455 | $375,779.97 | $44,324.97 | 13.37% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,922 | $158,370.46 | $163,923.87 | $5,553.41 | 3.51% |
Craig Johnsen Fortitude Advisory Group LLC | 30,719 | $214,592.76 | $240,376.17 | $25,783.41 | 12.02% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 10,649 | $86,272.19 | $83,594.65 | -$2,677.54 | -3.1% |
Lukas Lindgren Abound Wealth Management | 588 | $4,434 | $4,606.98 | $172.98 | 3.9% |
Jill Grimes Centurion Wealth Management LLC | 58,732 | $433,955.89 | $460,165.22 | $26,209.33 | 6.04% |
Alex Nunnamaker Schechter Investment Advisors LLC | 15,593 | $146,758.09 | $122,171.15 | -$24,586.94 | -16.75% |
Brian Dechow SWAN Capital LLC | 995 | $7,821 | $7,795.82 | -$25.18 | -0.32% |
| JWW Johnson & White Wealth Management LLC Johnson & White Wealth Management LLC | 12,159 | $97,411.34 | $95,448.15 | -$1,963.19 | -2.02% |
Loni Adams Daymark Wealth Partners LLC | 35,255 | $288,530.01 | $276,222.92 | -$12,307.09 | -4.27% |
Lyndsay Goody Onyx Financial Advisors LLC | 50,149 | $402,546.1 | $390,159.22 | -$12,386.88 | -3.08% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 97,015 | $684,626.5 | $760,112.52 | $75,486.02 | 11.03% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 22,572 | $164,461.32 | $176,851.62 | $12,390.3 | 7.53% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 61,444 | $448,092.63 | $481,413.74 | $33,321.11 | 7.44% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 1,681 | $12,675 | $13,153.82 | $478.82 | 3.78% |
| PIL PFG Investments LLC PFG Investments LLC | 22,999 | $183,639.59 | $180,171.87 | -$3,467.72 | -1.89% |
Alexandra Stickelman Root Financial Partners, LLC | 284 | $2,141 | $2,224.83 | $83.83 | 3.92% |