| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
April Lamb Sovereign Investment Advisors LLC | 20,300 | $1.93M | $1.91M | -$21,213.5 | -1.1% |
Clint Dunn Beaird Harris Wealth Management LLC | 358 | $33,838.16 | $33,591.14 | -$247.02 | -0.73% |
Caroline Jankowski Operose Advisors LLC | 11 | $1,047.42 | $1,032.13 | -$15.29 | -1.46% |
Ana-Maria Ignat Covestor Ltd | 442 | $41,557.17 | $41,393.3 | -$163.87 | -0.39% |
John Gorlow Cardiff Park Advisors LLC | 41 | $3,849.49 | $3,847.03 | -$2.46 | -0.06% |
Kelly Kaczmarczyk Dravo Bay LLC | 4,766 | $452,531.7 | $447,193.78 | -$5,337.92 | -1.18% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,508 | $238,811.76 | $235,325.64 | -$3,486.12 | -1.46% |
| SP Samantha Pierangeli City State Bank | 3,507 | $326,593.25 | $329,184.55 | $2,591.3 | 0.79% |
| WTM W. Travis McKinney HB Wealth Management LLC | 4,593 | $437,092.2 | $430,065.55 | -$7,026.65 | -1.61% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,494 | $237,330.54 | $233,525.69 | -$3,804.85 | -1.6% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 5,087 | $487,385.47 | $477,058.86 | -$10,326.61 | -2.12% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 8,955 | $828,846.38 | $838,501.42 | $9,655.04 | 1.16% |
Dalila Toledo Ascent Group LLC | 277,250 | $25.98M | $25.97M | -$8,791.47 | -0.03% |
| EM Erin Mccann Simplicity Wealth LLC | 48,651 | $4.57M | $4.56M | -$18,190.42 | -0.4% |
| PO Patrick O'Connell Security Financial Services Inc. | 127,443 | $11.88M | $11.94M | $53,950.43 | 0.45% |
Michael Byun SageView Advisory Group LLC | 2,389 | $227,371.95 | $223,753.74 | -$3,618.21 | -1.59% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,584 | $342,420.31 | $335,677.44 | -$6,742.87 | -1.97% |
Mark Fiskio Empirical Asset Management LLC | 5,137 | $476,356.2 | $481,131.42 | $4,775.22 | 1% |
| TG Timothy Gerlach Novem Group | 2,318 | $219,002.05 | $217,103.88 | -$1,898.17 | -0.87% |
Amanda Hawley Atria Wealth Solutions Inc. | 202,581 | $18.94M | $18.97M | $34,984.05 | 0.18% |