| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 9,463 | $631,990.89 | $596,452.88 | -$35,538.01 | -5.62% |
Stephen Dunnaway Brown Shipley& Co Ltd | 178 | $12,179.06 | $11,315.12 | -$863.94 | -7.09% |
Dalila Toledo Ascent Group LLC | 24,187 | $1.61M | $1.55M | -$61,511.83 | -3.82% |
| EM Erin Mccann Simplicity Wealth LLC | 13,275 | $838,830.97 | $844,688.25 | $5,857.28 | 0.7% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 5,678 | $365,077.38 | $361,120.8 | -$3,956.58 | -1.08% |
Michael Byun SageView Advisory Group LLC | 9,719 | $669,076.96 | $620,849.72 | -$48,227.24 | -7.21% |
Katie Christensen iSAM Funds UKK) Ltd | 28,000 | $1.62M | $1.8M | $175,840 | 10.86% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 10,641 | $706,258.77 | $680,401.5 | -$25,857.27 | -3.66% |
Scott Williams Investmark Advisory Group LLC | 6,710 | $409,542.91 | $429,205.15 | $19,662.24 | 4.8% |
Daniel Ronan Catalyst Financial Partners LLC | 9,979 | $663,203.41 | $638,556.21 | -$24,647.2 | -3.72% |
Amanda Hawley Atria Wealth Solutions Inc. | 42,265 | $2.86M | $2.66M | -$195,914.16 | -6.85% |
Edward Lowndes Angeles Wealth Management LLC | 3,979 | $230,145.36 | $254,079.04 | $23,933.68 | 10.4% |
Kevin Zemann WealthPlan Investment Management LLC | 5,124 | $298,611.24 | $322,965.71 | $24,354.47 | 8.16% |
Joseph Wallace Wallace Advisory Group LLC | 7,328 | $459,981.01 | $469,504.96 | $9,523.95 | 2.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 604 | $39,495.8 | $38,432.52 | -$1,063.28 | -2.69% |
Nadine Hofstetter Northwest Bank & Trust Co. | 18,362 | $1.34M | $1.18M | -$155,321.08 | -11.61% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 352 | $18,948.16 | $22,478.72 | $3,530.56 | 18.63% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 48,419 | $3.16M | $3.09M | -$79,444.87 | -2.51% |
CJ Harrison DecisionPoint Financial LLC | 16 | $905.67 | $1,008.48 | $102.81 | 11.35% |
| JG John Ginter Callan Family Office LLC | 40,451 | $2.56M | $2.57M | $4,687.61 | 0.18% |