| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nabeed Zaman Eagle Strategies LLC | 12,489 | $1.31M | $1.32M | $13,155.41 | 1.01% |
Brian Kenney Afg Fiduciary Services Limited Partnership | 6,999 | $749,413.4 | $739,374.36 | -$10,039.04 | -1.34% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 2,739 | $286,170.72 | $289,950.54 | $3,779.82 | 1.32% |
Jason Whitby Stone Summit Wealth LLC | 6,981 | $719,231.7 | $737,472.84 | $18,241.14 | 2.54% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,693 | $393,676.51 | $390,128.52 | -$3,547.99 | -0.9% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 29,961 | $3.14M | $3.17M | $24,855.51 | 0.79% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 1,748 | $183,800.15 | $184,658.72 | $858.57 | 0.47% |
Clint Dunn Beaird Harris Wealth Management LLC | 39,886 | $4.18M | $4.21M | $36,465.58 | 0.87% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 12,119 | $1.35M | $1.28M | -$65,186.99 | -4.83% |
Jennifer Carlson Gould Capital LLC | 1,073 | $118,047.86 | $113,673.62 | -$4,374.24 | -3.71% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,168 | $235,032.88 | $229,027.52 | -$6,005.36 | -2.56% |
David B. Short Investments & Financial Planning LLC | 9,642 | $1.07M | $1.02M | -$43,977.84 | -4.13% |
Penny A. Phillips Journey Strategic Wealth LLC | 22,616 | $2.4M | $2.39M | -$11,485.72 | -0.48% |
Tyler Glazier New Millennium Group LLC | 1,109 | $116,435.98 | $117,154.76 | $718.78 | 0.62% |
Caroline Jankowski Operose Advisors LLC | 7,990 | $846,740.87 | $846,780.2 | $39.33 | - |
Ana-Maria Ignat Covestor Ltd | 5,523 | $581,813.96 | $585,106.62 | $3,292.66 | 0.57% |
Kathryn Brown Morton Brown Family Wealth LLC | 202,817 | $21.76M | $21.43M | -$332,239.89 | -1.53% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 9,506 | $1.02M | $1M | -$13,157.33 | -1.29% |
John Gorlow Cardiff Park Advisors LLC | 2,572 | $294,653.63 | $272,271.92 | -$22,381.71 | -7.6% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,490 | $382,602.4 | $368,683.6 | -$13,918.8 | -3.64% |