| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David K. Balsdon Harvest Portfolios Group Inc. | 15,707 | $883,656.41 | $880,220.28 | -$3,436.13 | -0.39% |
Arthur Garcia Atlas Financial Advisors Inc. | 6,747 | $396,092.97 | $378,540.43 | -$17,552.54 | -4.43% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,763 | $312,912 | $322,900.89 | $9,988.89 | 3.19% |
Scott Williams Investmark Advisory Group LLC | 6,234 | $404,608.08 | $350,039.1 | -$54,568.98 | -13.49% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 10,384 | $683,934.37 | $583,373.12 | -$100,561.25 | -14.7% |
Daniel Ronan Catalyst Financial Partners LLC | 6,939 | $424,528.09 | $389,069.73 | -$35,458.36 | -8.35% |
Amanda Hawley Atria Wealth Solutions Inc. | 32,550 | $1.75M | $1.81M | $59,832.02 | 3.42% |
Edward Lowndes Angeles Wealth Management LLC | 5,259 | $297,936.12 | $294,398.82 | -$3,537.3 | -1.19% |
Kevin Zemann WealthPlan Investment Management LLC | 30,797 | $1.77M | $1.71M | -$63,128.7 | -3.56% |
Michael Stulic Astoria Portfolio Advisors LLC | 6,057 | $348,359.1 | $339,494.85 | -$8,864.25 | -2.54% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 6,594 | $391,640.41 | $368,011.14 | -$23,629.27 | -6.03% |
John DeMarco Trajan Wealth LLC | 3,895 | $237,064.54 | $218,704.25 | -$18,360.29 | -7.74% |
Brad Saenz Coastwise Capital Group LLC | 4,954 | $274,760.07 | $278,563.42 | $3,803.35 | 1.38% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 22,583 | $1.33M | $1.26M | -$63,586.7 | -4.79% |
| JG John Ginter Callan Family Office LLC | 23,657 | $1.35M | $1.32M | -$29,175.01 | -2.17% |
Daniel McEnroe Azimuth Capital Investment Management LLC | 64,568 | $3.96M | $3.62M | -$338,832.46 | -8.56% |
Anita Woodhouse V-Square Quantitative Management LLC | 23,997 | $1.36M | $1.33M | -$28,055.67 | -2.06% |
Hajime Yamamoto Resona Asset Management Co. Ltd. | 633,445 | $34.92M | $35.52M | $605,372.6 | 1.73% |
Rachel Faulk Cape Investment Advisory Inc. | 5,090 | $286,908.19 | $282,749.5 | -$4,158.69 | -1.45% |
Mariana Coli Dunhill Financial LLC | 428 | $26,082.06 | $23,775.4 | -$2,306.66 | -8.84% |