| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PCM Passive Capital Management LLC Passive Capital Management LLC | 1,847 | $571,862.45 | $506,973.78 | -$64,888.67 | -11.35% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 22,473 | $6.79M | $6.08M | -$705,305.33 | -10.39% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,275 | $438,740.95 | $615,706.02 | $176,965.07 | 40.33% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 844 | $220,352.35 | $228,420.17 | $8,067.82 | 3.66% |
Holly Skipper Verum Partners LLC | 2,320 | $669,492.22 | $627,884.82 | -$41,607.4 | -6.21% |
Belena Vincetti Fortis Capital Advisors LLC | 6,689 | $1.81M | $1.81M | $2,446.98 | 0.14% |
Patrick D. Hayes Canopy Partners LLC | 2,727 | $801,610.02 | $738,035.31 | -$63,574.71 | -7.93% |
David Scott Phillips Templeton & Phillips Capital Management LLC | 4,260 | $1.15M | $1.17M | $17,785.06 | 1.54% |
Marc White Clarendon Private LLC | 2,092 | $608,064.15 | $566,178.9 | -$41,885.25 | -6.89% |
Sheryl Stephens Stephens Consulting LLC | 351 | $91,813.24 | $94,994.64 | $3,181.4 | 3.47% |
Dennis Wallace Fortune Financial Advisors LLC | 3,445 | $1.02M | $932,354.83 | -$87,844.68 | -8.61% |
Nelson J. Lam LAM GROUP Inc. | 27 | $8,391 | $7,307.28 | -$1,083.72 | -12.92% |
| BP Brett Pohl Kingdom Financial Group LLC | 15 | $4,695.8 | $4,117.27 | -$578.53 | -12.32% |
Sue Oleari Trifecta Capital Advisors LLC | 469 | $132,473.23 | $126,930.16 | -$5,543.07 | -4.18% |
Amy Hart Phillips Wealth Planners LLC | 4,578 | $1.26M | $1.26M | -$7,161.88 | -0.57% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 1,617 | $438,212.94 | $441,166.09 | $2,953.15 | 0.67% |
Bree Pate Olisti Co. Wealth LLC | 4,729 | $1.3M | $1.28M | -$24,548.01 | -1.88% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 10,349 | $2.89M | $2.85M | -$40,372.7 | -1.4% |
| KMG Kerina M. Graves Schear Investment Advisers LLC | 2,304 | $615,500.83 | $623,554.58 | $8,053.75 | 1.31% |
Timothy J. Videnka Forza Wealth Management LLC | 3,672 | $978,984.73 | $993,790.12 | $14,805.39 | 1.51% |