| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 35,268 | $857,417.59 | $849,958.8 | -$7,458.79 | -0.87% |
Jonathan Guyton Cornerstone Wealth Advisors Inc. | 179,940 | $4.39M | $4.34M | -$49,302.53 | -1.12% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 9,576 | $232,409.52 | $230,781.6 | -$1,627.92 | -0.7% |
Dipen Mehta Invst LLC | 71,991 | $1.74M | $1.73M | -$2,879.64 | -0.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 63,181 | $1.53M | $1.52M | -$14,458.72 | -0.94% |
Joseph Castro Nuveen LLC | 547,077 | $13.21M | $13.16M | -$49,237.15 | -0.37% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 105,903 | $2.58M | $2.55M | -$26,376.65 | -1.02% |
James D. King Lindenwold Advisors Inc. | 42,243 | $1.02M | $1.02M | $1,756.68 | 0.17% |
Katie Smith Delos Wealth Advisors LLC | 253 | $6,107.42 | $6,097.3 | -$10.12 | -0.17% |
Richard Slavik Newbridge Financial Services Group Inc. | 901 | $21,948.86 | $21,714.1 | -$234.76 | -1.07% |
Kurt Van Dyken Lifeworks Advisors LLC | 98,785 | $2.45M | $2.38M | -$71,960.53 | -2.93% |
Andrew J. Swenson ARS Wealth Advisors Group LLC | 45,397 | $1.11M | $1.09M | -$11,524.34 | -1.04% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 12,824 | $310,084.13 | $309,058.4 | -$1,025.73 | -0.33% |
Andrew Endelman Independent Wealth Network Inc. | 18,340 | $441,708.97 | $441,994 | $285.03 | 0.06% |
| DC Donie Carlson DMC Group LLC | 79,535 | $1.95M | $1.92M | -$37,251.69 | -1.91% |
Christopher Davis Burns Matteson Capital Management LLC | 8,427 | $203,437 | $203,090.7 | -$346.3 | -0.17% |
David Spratt Badgley Phelps Wealth Managers LLC | 12,691 | $307,641.21 | $305,853.1 | -$1,788.11 | -0.58% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 44,420 | $1.08M | $1.07M | -$11,447.81 | -1.06% |
Nathan C. Goodman Family Investment Center Inc. | 38,267 | $923,440.49 | $922,234.7 | -$1,205.79 | -0.13% |
| CB Charles Brewster Brewster Financial Planning LLC | 12,005 | $292,262.12 | $289,320.5 | -$2,941.62 | -1.01% |