| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Caroline Jankowski Operose Advisors LLC | 7,571 | $801,648.09 | $808,261.03 | $6,612.94 | 0.82% |
Ana-Maria Ignat Covestor Ltd | 5,004 | $525,959.18 | $533,476.44 | $7,517.26 | 1.43% |
Kathryn Brown Morton Brown Family Wealth LLC | 175,355 | $18.8M | $18.72M | -$82,344.31 | -0.44% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 10,734 | $1.15M | $1.15M | -$4,563.65 | -0.4% |
John Gorlow Cardiff Park Advisors LLC | 2,560 | $293,362.19 | $273,292.8 | -$20,069.39 | -6.84% |
| CC Cheung Chan Chemistry Wealth Management LLC | 3,490 | $382,602.4 | $372,574.95 | -$10,027.45 | -2.62% |
Jay Richards Investment Advisory Group LLC | 4,802 | $514,342.22 | $512,637.51 | -$1,704.71 | -0.33% |
| CB Catherine Bluvol Next Level Private LLC | 3,077 | $326,528.22 | $328,485.13 | $1,956.91 | 0.6% |
D. Patrick Franklin First International Bank & Trust | 20,206 | $2.11M | $2.16M | $46,748.47 | 2.22% |
Andrew Burkey Joseph Group Capital Management | 26,719 | $2.82M | $2.85M | $32,882.53 | 1.17% |
Kelly Kaczmarczyk Dravo Bay LLC | 47,957 | $5.11M | $5.12M | $10,330.19 | 0.2% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 61,445 | $6.6M | $6.56M | -$37,519.37 | -0.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 99,992 | $10.66M | $10.67M | $8,849.42 | 0.08% |
Bill McVay Red Tortoise LLC | 679 | $71,613.88 | $72,476.46 | $862.58 | 1.2% |
| GS Gery Sadzewicz Forum Private Client Group LLC | 3,340 | $356,522.59 | $356,561.7 | $39.11 | 0.01% |
| SP Samantha Pierangeli City State Bank | 18 | $1,899.36 | $1,917.45 | $18.09 | 0.95% |
| MC Morgan Christen Spinnaker Investment Group LLC | 23,747 | $2.54M | $2.54M | $253.02 | 0.01% |
| MWM Marion Wealth Management Marion Wealth Management | 2,577 | $274,460.23 | $275,120.52 | $660.29 | 0.24% |
| WTM W. Travis McKinney HB Wealth Management LLC | 26,799 | $2.85M | $2.86M | $9,374.47 | 0.33% |
Mark Perrault Intergy Private Wealth LLC | 3,906 | $416,579.72 | $416,301.48 | -$278.24 | -0.07% |