| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 2,747 | $224,117.25 | $219,842.41 | -$4,274.84 | -1.91% |
Penny A. Phillips Journey Strategic Wealth LLC | 5,186 | $426,744.82 | $416,850.68 | -$9,894.14 | -2.32% |
| DD Donald Davey Disciplined Equity Management Inc. | 2,879 | $232,158.29 | $233,861.17 | $1,702.88 | 0.73% |
Ana-Maria Ignat Covestor Ltd | 187 | $15,100.25 | $15,094.64 | -$5.61 | -0.04% |
Kathryn Brown Morton Brown Family Wealth LLC | 459 | $43,302.06 | $36,793.44 | -$6,508.62 | -15.03% |
Sean Reitenbach Prosperity Consulting Group LLC | 8,152 | $642,907.36 | $653,015.96 | $10,108.6 | 1.57% |
Kathleen Thornhill Confluence Wealth Services Inc. | 4,569 | $356,686.53 | $365,291.55 | $8,605.02 | 2.41% |
James Langer Redmont Wealth Advisors LLC | 20 | $1,658.2 | $1,605.6 | -$52.6 | -3.17% |
Bill McVay Red Tortoise LLC | 34 | $2,560.54 | $2,721.02 | $160.48 | 6.27% |
Samantha Pierangeli City State Bank | 288 | $26,136 | $23,136.48 | -$2,999.52 | -11.48% |
W. Travis McKinney HB Wealth Management LLC | 12,817 | $1.02M | $1.03M | $13,019.51 | 1.27% |
| LF Lukas Feh LGT Group Foundation | 11,397 | $1.05M | $915,805.93 | -$136,738.55 | -12.99% |
Timothy Taylor TCM Advisors LLC | 11,918 | $862,509.86 | $952,009.84 | $89,499.98 | 10.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 315 | $25,154.33 | $25,174.8 | $20.47 | 0.08% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,303 | $347,239.02 | $344,541.21 | -$2,697.81 | -0.78% |
William Jollie Quent Capital LLC | 394 | $31,815.5 | $31,803.68 | -$11.82 | -0.04% |
Missy Straw Nilsine Partners LLC | 7,500 | $685,702.04 | $600,825 | -$84,877.04 | -12.38% |
Dalila Toledo Ascent Group LLC | 22,915 | $1.82M | $1.84M | $24,649.55 | 1.36% |
Michael Byun SageView Advisory Group LLC | 4,903 | $404,511.84 | $392,387.09 | -$12,124.75 | -3% |
Katie Christensen iSAM Funds UKK) Ltd | 8,700 | $633,621 | $702,525 | $68,904 | 10.87% |