| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katie Smith Delos Wealth Advisors LLC | 6,302 | $668,957.3 | $667,129.72 | -$1,827.58 | -0.27% |
Kevin B. Crawford JB Capital LLC | 56,393 | $5.98M | $5.96M | -$22,716.81 | -0.38% |
Kurt Van Dyken Lifeworks Advisors LLC | 49,288 | $5.25M | $5.22M | -$36,089.85 | -0.69% |
Rick Hurley Heirloom Wealth Management | 5,221 | $554,209.15 | $551,546.44 | -$2,662.71 | -0.48% |
Kimberly Cappellano Private Wealth Asset Management LLC | 8,106 | $852,875.46 | $858,020.1 | $5,144.64 | 0.6% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 13,573 | $1.45M | $1.43M | -$17,385.43 | -1.2% |
| WB William Bromley Innova Wealth Partners | 2,630 | $280,064.5 | $277,833.2 | -$2,231.3 | -0.8% |
Brian Baylis Bell Investment Advisors Inc. | 4,592 | $485,904.53 | $486,476.48 | $571.95 | 0.12% |
Andrew Endelman Independent Wealth Network Inc. | 3,386 | $359,474.21 | $357,697.04 | -$1,777.17 | -0.49% |
Nancy Williamson Helen Stephens Group LLC | 85,027 | $9.09M | $8.98M | -$106,956.39 | -1.18% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 4,763 | $510,164.93 | $503,163.32 | -$7,001.61 | -1.37% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 69,350 | $7.42M | $7.33M | -$97,750.16 | -1.32% |
Andrew D. W. Hill Andrew Hill Investment Advisors Inc. | 7,639 | $822,109.18 | $806,983.96 | -$15,125.22 | -1.84% |
Nathan C. Goodman Family Investment Center Inc. | 2,723 | $284,525.78 | $287,657.72 | $3,131.94 | 1.1% |
| RE Rod Ehrlich Wayfinding Financial LLC | 36,294 | $3.89M | $3.85M | -$38,912.35 | -1% |
Ryan Charles Stout Theory Financial LLC | 23,102 | $2.47M | $2.44M | -$25,255.76 | -1.02% |
Bradley W. Clark Paladin Advisory Group LLC | 2,326 | $249,006.42 | $245,718.64 | -$3,287.78 | -1.32% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 900 | $104,638.3 | $95,076 | -$9,562.3 | -9.14% |
Armand Doucette Surience Private Wealth LLC | 14,161 | $1.5M | $1.5M | -$7,966.11 | -0.53% |
Matthew Liebman Amplius Wealth Advisors LLC | 3,859 | $405,025.02 | $407,664.76 | $2,639.74 | 0.65% |