| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 8,566 | $207,873.42 | $206,440.6 | -$1,432.82 | -0.69% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 152,762 | $3.71M | $3.68M | -$25,164.14 | -0.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 2,086 | $50,844.52 | $50,272.6 | -$571.92 | -1.12% |
Lynn A. Jackson Dopkins Wealth Management LLC | 15,907 | $382,746.26 | $383,358.7 | $612.44 | 0.16% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 130 | $3,134.3 | $3,133 | -$1.3 | -0.04% |
| DR Dori Riddle DBK Financial Counsel LLC | 58,834 | $1.43M | $1.42M | -$8,565.2 | -0.6% |
Candace Cavalier Congress Wealth Management LLC / DE / | 38,213 | $962,329.63 | $920,933.3 | -$41,396.33 | -4.3% |
Matt Shibata Morling Financial Advisors LLC | 12,559 | $305,807.95 | $302,043.94 | -$3,764.01 | -1.23% |
Sam Sweitzer Anson Capital Inc. | 12,091 | $291,876.74 | $291,393.1 | -$483.64 | -0.17% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 10,513 | $253,594.15 | $253,363.3 | -$230.85 | -0.09% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 18,796 | $458,246.48 | $452,983.6 | -$5,262.88 | -1.15% |
Nabeed Zaman Eagle Strategies LLC | 128,687 | $3.14M | $3.1M | -$35,110.46 | -1.12% |
Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 97,781 | $2.48M | $2.36M | -$127,233.81 | -5.12% |
Clint Dunn Beaird Harris Wealth Management LLC | 828 | $20,056.48 | $19,954.8 | -$101.68 | -0.51% |
Tracy A. Zullo Zullo Investment Group Inc. | 10,559 | $253,361.12 | $254,471.9 | $1,110.78 | 0.44% |
Billy DeFrance Lauterbach Financial Advisors LLC | 9,408 | $229,059.15 | $226,732.8 | -$2,326.35 | -1.02% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 105,764 | $2.55M | $2.54M | -$9,518.87 | -0.37% |
Bill McVay Red Tortoise LLC | 264,983 | $6.43M | $6.39M | -$43,968.63 | -0.68% |
Morgan Christen Spinnaker Investment Group LLC | 19,153 | $464,072.76 | $461,587.3 | -$2,485.46 | -0.54% |
W. Travis McKinney HB Wealth Management LLC | 226,802 | $5.53M | $5.47M | -$63,636.54 | -1.15% |