| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CB Charles Brewster Brewster Financial Planning LLC | 10,492 | $278,038 | $273,736.28 | -$4,301.72 | -1.55% |
Ryan Charles Stout Theory Financial LLC | 235,393 | $6.3M | $6.14M | -$155,522.51 | -2.47% |
Bradley W. Clark Paladin Advisory Group LLC | 3,825 | $101,324.25 | $99,794.25 | -$1,530 | -1.51% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 47,757 | $1.41M | $1.25M | -$165,948.98 | -11.75% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 101,696 | $3.12M | $2.65M | -$462,156.16 | -14.83% |
Ashish Sharma DGS Capital Management LLC | 22,575 | $600,720.75 | $588,981.75 | -$11,739 | -1.95% |
Armand Doucette Surience Private Wealth LLC | 14,261 | $379,485.21 | $372,069.49 | -$7,415.72 | -1.95% |
Marc Dacanay Geometric Wealth Advisors | 15,041 | $402,069.11 | $389,712.31 | -$12,356.8 | -3.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 13,006 | $344,578.98 | $337,375.64 | -$7,203.34 | -2.09% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 8,640 | $229,662.24 | $224,121.6 | -$5,540.64 | -2.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,465 | $324,774.27 | $325,211.85 | $437.58 | 0.13% |
Dominic Corabi Wedmont Private Capital | 20,449 | $546,990.29 | $533,514.41 | -$13,475.88 | -2.46% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 106 | $2,745.4 | $2,765.54 | $20.14 | 0.73% |
Candace Cavalier Congress Wealth Management LLC / DE / | 108,586 | $3.15M | $2.83M | -$320,269.6 | -10.16% |
Matt Shibata Morling Financial Advisors LLC | 1 | $26.95 | $25.9 | -$1.05 | -3.9% |
| EM Eric Malden Shearwater Capital LLC | 21,290 | $572,325.38 | $555,456.1 | -$16,869.28 | -2.95% |
John Flavin Aspire Capital Advisors LLC | 7,797 | $206,620.5 | $202,176.21 | -$4,444.29 | -2.15% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 10,474 | $277,561 | $273,266.66 | -$4,294.34 | -1.55% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 92,062 | $2.4M | $2.4M | -$1,611.31 | -0.07% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 83 | $2,143.89 | $2,165.47 | $21.58 | 1.01% |