| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,337 | $1.36M | $1.33M | -$30,099.99 | -2.21% |
James D. King Lindenwold Advisors Inc. | 70,870 | $6.83M | $6.59M | -$248,170.79 | -3.63% |
Katie Smith Delos Wealth Advisors LLC | 575 | $54,231.63 | $53,590 | -$641.63 | -1.18% |
Kevin B. Crawford JB Capital LLC | 366,798 | $34.3M | $34.08M | -$221,336.12 | -0.65% |
Richard Slavik Newbridge Financial Services Group Inc. | 69 | $6,384.32 | $6,430.8 | $46.48 | 0.73% |
Kurt Van Dyken Lifeworks Advisors LLC | 193,120 | $18.1M | $18M | -$97,172.37 | -0.54% |
Kimberly Cappellano Private Wealth Asset Management LLC | 1,236 | $117,691.58 | $114,849.12 | -$2,842.46 | -2.42% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 27,957 | $2.73M | $2.6M | -$132,490.86 | -4.85% |
Brian Baylis Bell Investment Advisors Inc. | 5,734 | $529,657.65 | $534,810.18 | $5,152.53 | 0.97% |
| KC Kasey Cook Maripau Wealth Management LLC | 12,294 | $1.15M | $1.14M | -$4,164.78 | -0.36% |
Andrew Endelman Independent Wealth Network Inc. | 2,267 | $215,209.51 | $210,649.64 | -$4,559.87 | -2.12% |
| DC Donie Carlson DMC Group LLC | 12,123 | $1.12M | $1.13M | $2,277.01 | 0.2% |
Andrew J. Whalen Whalen Wealth Management Inc. | 28,970 | $2.76M | $2.7M | -$56,439.18 | -2.05% |
Ryan Charles Stout Theory Financial LLC | 114,412 | $10.65M | $10.63M | -$20,226.35 | -0.19% |
Paul N. Clark Mi LLCapital Management LLC | 2,584 | $245,777.5 | $240,105.28 | -$5,672.22 | -2.31% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 20,792 | $1.93M | $1.94M | $3,288.89 | 0.17% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 14,373 | $1.36M | $1.34M | -$27,728.43 | -2.03% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 61 | $5,637.62 | $5,668.12 | $30.5 | 0.54% |
Bill Ryan Manhattan West Asset Management LLC | 209,076 | $19.6M | $19.43M | -$170,555.53 | -0.87% |
Candace Cavalier Congress Wealth Management LLC / DE / | 52,443 | $4.81M | $4.87M | $65,029.32 | 1.35% |