| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 258 | $2,899.45 | $2,547.75 | -$351.7 | -12.13% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,430 | $14,308.28 | $14,106.95 | -$201.33 | -1.41% |
| CWC Chad W. Coulter DELPHI FINANCIAL GROUP Inc. | 45,000 | $439,650 | $444,375 | $4,725 | 1.07% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 2,050 | $21,376.77 | $20,213 | -$1,163.77 | -5.44% |
| BG Bart Gancher Intech Investment Management LLC | 28,375 | $319,131.49 | $279,919.37 | -$39,212.12 | -12.29% |
| YA Yinka Akinsola Blue Trust Inc. | 106 | $1,184.04 | $1,047.81 | -$136.23 | -11.51% |
Jeff Ameen Spire Wealth Management | 7,157 | $72,006.68 | $70,353.31 | -$1,653.37 | -2.3% |
Joseph Castro Nuveen LLC | 2.11M | $23.92M | $20.84M | -$3.08M | -12.89% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 3,052 | $33,578.04 | $30,214.8 | -$3,363.24 | -10.02% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 54 | $604.26 | $533.25 | -$71.01 | -11.75% |
| WTM W. Travis McKinney HB Wealth Management LLC | 17,996 | $187,962.41 | $179,780.04 | -$8,182.37 | -4.35% |
Michael Byun SageView Advisory Group LLC | 1,063 | $11,684 | $10,672.52 | -$1,011.48 | -8.66% |
Mariana Coli Dunhill Financial LLC | 2 | $21.98 | $20.03 | -$1.95 | -8.87% |
| DP Drew Phillips Fortitude Family Office LLC | 9 | $100.69 | $90.22 | -$10.47 | -10.4% |
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 43,357 | $412,188.62 | $437,688.91 | $25,500.29 | 6.19% |
Alexandra Stickelman Root Financial Partners, LLC | 123 | $1,202 | $1,239.84 | $37.84 | 3.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 111,414 | $1.15M | $1.12M | -$31,563.87 | -2.74% |
Mathieu Cornu Pictet Asset Management Holding SA | 18,079 | $187,840.7 | $182,688.29 | -$5,152.41 | -2.74% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 139,988 | $1.54M | $1.4M | -$146,469.73 | -9.5% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 15,527 | $164,242.93 | $156,745.06 | -$7,497.87 | -4.57% |