| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DS David Spratt Badgley Phelps Wealth Managers LLC | 23,856 | $544,219.69 | $547,614.48 | $3,394.79 | 0.62% |
| RCS Ryan Charles Stout Theory Financial LLC | 946,329 | $22.47M | $21.72M | -$745,375.92 | -3.32% |
Marc Dacanay Geometric Wealth Advisors | 39,671 | $947,298.77 | $911,044.51 | -$36,254.26 | -3.83% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 7,026 | $163,143.72 | $161,352.09 | -$1,791.63 | -1.1% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 5,044 | $118,918.57 | $115,785.02 | -$3,133.55 | -2.64% |
| SU Scott Ungar BlackDiamond Wealth Management LLC | 12,924 | $301,982.43 | $296,799.66 | -$5,182.77 | -1.72% |
| DC Dominic Corabi Wedmont Private Capital | 19,610 | $437,683.05 | $449,951.45 | $12,268.4 | 2.8% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 3,691 | $83,804.78 | $84,763.81 | $959.03 | 1.14% |
Candace Cavalier Congress Wealth Management LLC / DE / | 596,702 | $13.88M | $13.7M | -$179,483.69 | -1.29% |
Kevin Siebert Atmos Advisory LLC | 437 | $11,055.84 | $10,035.7 | -$1,020.14 | -9.23% |
cullen roche Orcam Financial Group | 27,447 | $713,762.91 | $630,320.35 | -$83,442.56 | -11.69% |
| EM Eric Malden Shearwater Capital LLC | 41,789 | $981,968.71 | $959,684.38 | -$22,284.33 | -2.27% |
Kristie R. Furseth Bowman & Co S.C. | 17,396 | $392,772.87 | $399,499.14 | $6,726.27 | 1.71% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 7,636 | $176,154.18 | $175,360.74 | -$793.44 | -0.45% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 290 | $6,783.86 | $6,656.95 | -$126.91 | -1.87% |
Kimberly Foster Laraway Financial Advisors Inc. | 25,273 | $637,343.48 | $580,141.71 | -$57,201.77 | -8.98% |
| RAJ Richard Ahl, Jr. AHL INVESTMENT MANAGEMENT Inc. | 35,630 | $817,661.19 | $817,886.65 | $225.46 | 0.03% |
| TG Tyler Glazier New Millennium Group LLC | 4,670 | $107,546.32 | $107,199.85 | -$346.47 | -0.32% |
Joshua Moeller Hill Island Financial LLC | 35,981 | $827,979.23 | $825,943.85 | -$2,035.38 | -0.25% |
John Gorlow Cardiff Park Advisors LLC | 12,692 | $335,578.62 | $291,344.86 | -$44,233.76 | -13.18% |