| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sima Elimelech Activest Wealth Management | 1 | $24.91 | $24.41 | -$0.5 | -2.01% |
| WB William Bromley Innova Wealth Partners | 37,754 | $931,013.64 | $921,575.14 | -$9,438.5 | -1.01% |
Brian Baylis Bell Investment Advisors Inc. | 14,915 | $373,563.84 | $364,373.45 | -$9,190.39 | -2.46% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 56,923 | $1.4M | $1.39M | -$10,288.06 | -0.73% |
| MR Michael Ryan Whelan Financial | 10,845 | $267,437.7 | $264,726.45 | -$2,711.25 | -1.01% |
Nathan C. Goodman Family Investment Center Inc. | 22,848 | $566,854.54 | $557,719.68 | -$9,134.86 | -1.61% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 8,925 | $221,875.5 | $217,859.25 | -$4,016.25 | -1.81% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 31,878 | $789,260.3 | $778,141.98 | -$11,118.32 | -1.41% |
Bill Ryan Manhattan West Asset Management LLC | 37,930 | $928,570.86 | $924,354.1 | -$4,216.76 | -0.45% |
Candace Cavalier Congress Wealth Management LLC / DE / | 38,405 | $942,793.34 | $937,466.05 | -$5,327.29 | -0.57% |
Matt Shibata Morling Financial Advisors LLC | 1 | $25.13 | $24.41 | -$0.72 | -2.87% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 38,040 | $950,486.58 | $928,556.4 | -$21,930.18 | -2.31% |
Sara S. Alexander Sonora Investment Management Group LLC | 14,351 | $362,285.96 | $350,307.91 | -$11,978.05 | -3.31% |
Nabeed Zaman Eagle Strategies LLC | 50,437 | $1.24M | $1.23M | -$5,942.62 | -0.48% |
Michelle Wells Darrow Company Inc. | 384,310 | $9.51M | $9.38M | -$131,747.61 | -1.38% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 110,723 | $2.75M | $2.7M | -$46,217.55 | -1.68% |
David Mailloux WealthCare Investment Partners LLC | 109,091 | $2.72M | $2.67M | -$54,871.86 | -2.02% |
Kathryn Brown Morton Brown Family Wealth LLC | 762,960 | $19.07M | $18.62M | -$443,180.5 | -2.32% |
Randy D. Kurtz Upper Left Wealth Management LLC | 190,807 | $4.65M | $4.66M | $6,751.41 | 0.15% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 73,905 | $1.83M | $1.8M | -$24,671.07 | -1.35% |