| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 3,717 | $88,273.07 | $85,323.73 | -$2,949.34 | -3.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 149,092 | $3.46M | $3.42M | -$36,847.4 | -1.07% |
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 13,497 | $312,611.96 | $309,823.63 | -$2,788.33 | -0.89% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 905,026 | $20.62M | $20.76M | $145,368.5 | 0.71% |
Austin Private Wealth Austin Private Wealth LLC | 1.12M | $25.9M | $25.64M | -$266,995.96 | -1.03% |
Keebeck Wealth Management Keebeck Wealth Management LLC | 12,327 | $286,812.8 | $282,966.28 | -$3,846.52 | -1.34% |
| YA Yinka Akinsola Blue Trust Inc. | 1.52M | $35.42M | $34.81M | -$618,118.62 | -1.74% |
Jeff Ameen Spire Wealth Management | 5,812 | $135,854.64 | $133,152.92 | -$2,701.72 | -1.99% |
Daren Blonski Fermata Advisors LLC | 18,246 | $425,317.31 | $418,836.93 | -$6,480.38 | -1.52% |
| SL Shad Lamm Keystone Wealth Services LLC | 139,835 | $3.28M | $3.21M | -$71,170.28 | -2.17% |
Alexandria Fry Dentgroup LLC | 18,425 | $428,498.94 | $422,945.87 | -$5,553.07 | -1.3% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 198,732 | $4.61M | $4.56M | -$52,663.98 | -1.14% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 205,904 | $4.81M | $4.72M | -$93,128.09 | -1.94% |
| TT Tina Tenret Tenret Co. LLC | 984,581 | $22.91M | $22.6M | -$305,008.16 | -1.33% |
| RH Rick Hurley Heirloom Wealth Management | 154,967 | $3.6M | $3.56M | -$41,066.26 | -1.14% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 797,226 | $18.38M | $18.3M | -$77,801.21 | -0.42% |
Brian Baylis Bell Investment Advisors Inc. | 4,751 | $110,318.22 | $109,059.2 | -$1,259.02 | -1.14% |
| KC Kasey Cook Maripau Wealth Management LLC | 33,599 | $769,761.89 | $771,265.04 | $1,503.15 | 0.2% |
| TR Tracy Richards FIDELIS iM LLC | 37,360 | $873,103.2 | $857,598.8 | -$15,504.4 | -1.78% |
| MR Michael Ryan Whelan Financial | 9,316 | $252,366.05 | $213,848.78 | -$38,517.27 | -15.26% |