| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 161 | $2,167.45 | $2,072.07 | -$95.38 | -4.4% |
| YA Yinka Akinsola Blue Trust Inc. | 32,637 | $447,829.81 | $418,732.71 | -$29,097.1 | -6.5% |
| MD Michelle Dubey Yousif Capital Management LLC | 12,785 | $203,153.65 | $163,264.45 | -$39,889.2 | -19.63% |
Jennifer Easley Gitterman Wealth Management LLC | 17,512 | $264,961.58 | $225,204.32 | -$39,757.26 | -15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,503 | $174,791.94 | $160,413.49 | -$14,378.45 | -8.23% |
| MPM Mark P. Mennitt CenterBook Partners LP | 81,005 | $1.12M | $1.04M | -$82,625.1 | -7.36% |
Brian Baylis Bell Investment Advisors Inc. | 1,724 | $25,002.54 | $22,127.54 | -$2,875 | -11.5% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 35,475 | $467,915.25 | $455,499 | -$12,416.25 | -2.65% |
Ashish Sharma DGS Capital Management LLC | 52,937 | $757,069.14 | $678,917.02 | -$78,152.12 | -10.32% |
Candace Cavalier Congress Wealth Management LLC / DE / | 28,358 | $374,042.02 | $363,124.19 | -$10,917.83 | -2.92% |
| WTM W. Travis McKinney HB Wealth Management LLC | 15,512 | $214,841.2 | $198,553.6 | -$16,287.6 | -7.58% |
| LF Lukas Feh LGT Group Foundation | 21,345 | $281,540.55 | $271,935.3 | -$9,605.25 | -3.41% |
Dalila Toledo Ascent Group LLC | 14,117 | $195,520.45 | $181,121.11 | -$14,399.34 | -7.36% |
Michael Byun SageView Advisory Group LLC | 543 | $7,624 | $6,966.69 | -$657.31 | -8.62% |
Brook Hart Presilium Private Wealth LLC | 15,226 | $213,771.65 | $194,359.89 | -$19,411.76 | -9.08% |
Anita Woodhouse V-Square Quantitative Management LLC | 92,944 | $1.36M | $1.19M | -$172,226.96 | -12.68% |
Mariana Coli Dunhill Financial LLC | 50 | $692 | $635.75 | -$56.25 | -8.13% |
Lukas Lindgren Abound Wealth Management | 42 | $642.92 | $539.07 | -$103.85 | -16.15% |
Alex Nunnamaker Schechter Investment Advisors LLC | 19,710 | $242,129.6 | $250,612.65 | $8,483.05 | 3.5% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 15,812 | $237,404.45 | $201,049.58 | -$36,354.87 | -15.31% |