| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 811 | $133,750.12 | $128,571.88 | -$5,178.24 | -3.87% |
| RM Robert Macaulay Jmac Enterprises LLC | 3,874 | $613,891.72 | $608,527.93 | -$5,363.79 | -0.87% |
Katherine Andersen Western Pacific Wealth Management LP | 36 | $6,235.2 | $5,741.28 | -$493.92 | -7.92% |
Sara S. Alexander Sonora Investment Management Group LLC | 76,872 | $12.49M | $12.19M | -$301,468.79 | -2.41% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 20,959 | $3.51M | $3.32M | -$186,381.83 | -5.32% |
Nabeed Zaman Eagle Strategies LLC | 5,014 | $829,039.12 | $796,975.3 | -$32,063.82 | -3.87% |
| DB Devin Blodgett Blodgett Wealth Advisors LLC | 6,320 | $1M | $996,727.2 | -$8,094.55 | -0.81% |
Caitlin Garner SC&H Financial Advisors Inc. | 4,225 | $666,160.52 | $673,211.5 | $7,050.98 | 1.06% |
Bert Miller Miller Wealth Advisors LLC | 55,994 | $8.21M | $8.79M | $580,652.48 | 7.07% |
April Lamb Sovereign Investment Advisors LLC | 1,533 | $221,426.52 | $240,841.96 | $19,415.44 | 8.77% |
M. Katherine Pieper Unionview LLC | 7,498 | $1.22M | $1.18M | -$43,287.58 | -3.54% |
| RJE Raymond J. Eddings Missouri Trust & Investment Co. | 17,645 | $2.63M | $2.81M | $177,555.91 | 6.74% |
Jason Whitby Stone Summit Wealth LLC | 2,814 | $417,257.65 | $448,213.92 | $30,956.27 | 7.42% |
Katherine Saltonstall Sandy Cove Advisors LLC | 3,971 | $631,162.52 | $633,910.58 | $2,748.06 | 0.44% |
Kimberly Foster Laraway Financial Advisors Inc. | 3,330 | $545,557.1 | $532,500.3 | -$13,056.8 | -2.39% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 5,834 | $929,404.16 | $926,789.24 | -$2,614.92 | -0.28% |
Tracy Murray EdgeRock Capital LLC | 4,074 | $641,181.14 | $650,658.54 | $9,477.4 | 1.48% |
David Mailloux WealthCare Investment Partners LLC | 1,692 | $244,526.68 | $269,764.02 | $25,237.34 | 10.32% |
Jonathan Yarger Yarger Wealth Strategies LLC | 4,142 | $648,794.45 | $661,518.82 | $12,724.37 | 1.96% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 51 | $7,308.96 | $8,085.28 | $776.32 | 10.62% |