| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Richards Investment Advisory Group LLC | 4,802 | $514,342.22 | $507,379.32 | -$6,962.9 | -1.35% |
| CB Catherine Bluvol Next Level Private LLC | 3,077 | $326,528.22 | $325,054.28 | -$1,473.94 | -0.45% |
D. Patrick Franklin First International Bank & Trust | 20,206 | $2.11M | $2.13M | $24,168.27 | 1.15% |
Andrew Burkey Joseph Group Capital Management | 26,901 | $2.84M | $2.84M | $3,268.51 | 0.12% |
Kelly Kaczmarczyk Dravo Bay LLC | 46,148 | $4.91M | $4.88M | -$29,771.78 | -0.61% |
Sean Reitenbach Prosperity Consulting Group LLC | 52,683 | $5.65M | $5.58M | -$65,540.39 | -1.16% |
Kathleen Thornhill Confluence Wealth Services Inc. | 113,268 | $12.09M | $11.97M | -$127,428.26 | -1.05% |
Bill McVay Red Tortoise LLC | 679 | $71,613.88 | $71,729.56 | $115.68 | 0.16% |
Gery Sadzewicz Forum Private Client Group LLC | 3,341 | $356,630.21 | $354,079.18 | -$2,551.03 | -0.72% |
Samantha Pierangeli City State Bank | 127 | $13,629.94 | $13,416.28 | -$213.66 | -1.57% |
Morgan Christen Spinnaker Investment Group LLC | 27,702 | $2.96M | $2.93M | -$35,599.34 | -1.2% |
| MWM Marion Wealth Management Marion Wealth Management | 2,577 | $274,460.23 | $272,234.28 | -$2,225.95 | -0.81% |
W. Travis McKinney HB Wealth Management LLC | 26,799 | $2.85M | $2.83M | -$16,486.56 | -0.58% |
Mark Perrault Intergy Private Wealth LLC | 3,906 | $416,579.72 | $412,629.84 | -$3,949.88 | -0.95% |
Taylor Fairman Eagle Rock Investment Company LLC | 36,667 | $3.81M | $3.87M | $59,236.99 | 1.55% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 2,356 | $253,552.72 | $248,887.84 | -$4,664.88 | -1.84% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,433 | $364,412.95 | $362,662.12 | -$1,750.83 | -0.48% |
Michelle McCarthy Vantage Financial Partners LLC | 5,366 | $579,019 | $566,864.24 | -$12,154.76 | -2.1% |
Allison Tronnes Forum Financial Management LP | 25,061 | $2.7M | $2.65M | -$48,372.31 | -1.79% |
Michael O'Connor Capasso Planning Partners LLC | 29,083 | $3.11M | $3.07M | -$44,817.28 | -1.44% |