| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Richard Stram Marino, Stram & Associates LLC | 11,573 | $586,867.49 | $582,121.9 | -$4,745.59 | -0.81% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 2.46M | $124.32M | $123.56M | -$751,690.71 | -0.6% |
| JK Jonathan Kolle SMITHBRIDGE ASSET MANAGEMENT Inc./DE | 87,983 | $4.45M | $4.43M | -$27,132.28 | -0.61% |
| PBP Philip B. Palmer CHATHAM CAPITAL GROUP Inc. | 156,369 | $7.89M | $7.87M | -$18,755.14 | -0.24% |
| PP Philip Perry FLAGSTAR ADVISORS Inc. | 6,886 | $348,362.81 | $346,365.8 | -$1,997.01 | -0.57% |
| BJK Brian J. Kopinski Woodmont Investment Counsel LLC | 9,442 | $478,456.24 | $475,310.28 | -$3,145.96 | -0.66% |
| AJ Andrew Josef MCMORGAN & Co. LLC | 668,362 | $33.84M | $33.64M | -$202,568.24 | -0.6% |
| WL William LeVay Fca Corp /TX | 38,984 | $1.96M | $1.96M | $3,167.37 | 0.16% |
| AH Andrew Heistad Mason Street Advisors LLC | 494,716 | $25.1M | $24.9M | -$202,102.44 | -0.81% |
| NL Nico Letschert NOESIS CAPITAL MANGEMENT Corp. | 380,490 | $19.23M | $19.14M | -$94,439.27 | -0.49% |
| FJR Fred J. Ruopp Jr. Chelsea Counsel Co | 485 | $24,556 | $24,395.5 | -$160.5 | -0.65% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 1.21M | $61.25M | $61.09M | -$163,759.84 | -0.27% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 565,252 | $28.67M | $28.44M | -$227,415.31 | -0.79% |
Winthrop Advisory Group Winthrop Advisory Group LLC | 197,378 | $9.97M | $9.94M | -$30,015.27 | -0.3% |
Schwarz Dygos Wheeler Investment Schwarz Dygos Wheeler Investment Advisors LLC | 52,828 | $2.66M | $2.66M | $2,190.68 | 0.08% |
SkyOak Wealth SkyOak Wealth LLC | 581,430 | $29.39M | $29.27M | -$120,196.87 | -0.41% |
Asio Capital Asio Capital LLC | 32,500 | $1.65M | $1.64M | -$9,962.5 | -0.61% |
Daniel Russell Naviter Wealth LLC | 1.1M | $55.65M | $55.33M | -$320,617.76 | -0.58% |
| RR rosemary richard WCG Wealth Advisors LLC | 518,316 | $26.22M | $26.09M | -$135,558.72 | -0.52% |
| YA Yinka Akinsola Blue Trust Inc. | 43,744 | $2.21M | $2.2M | -$5,116.76 | -0.23% |