| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 36,775 | $935,762.45 | $943,094.87 | $7,332.42 | 0.78% |
| YA Yinka Akinsola Blue Trust Inc. | 728 | $18,549.44 | $18,658.64 | $109.2 | 0.59% |
Jeff Ameen Spire Wealth Management | 15,492 | $394,736.16 | $397,447.26 | $2,711.1 | 0.69% |
Kyle P. Smith NewEdge Wealth LLC | 57,941 | $1.48M | $1.49M | $8,691.15 | 0.59% |
Carrie Delgott Wescott Financial Advisory Group LLC | 30,997 | $798,432.32 | $794,453.11 | -$3,979.21 | -0.5% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 16,440 | $425,302.82 | $421,521.6 | -$3,781.22 | -0.89% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 139 | $3,559.79 | $3,555.62 | -$4.17 | -0.12% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 17,101 | $439,666.71 | $438,384.13 | -$1,282.58 | -0.29% |
| DC Dominic Corabi Wedmont Private Capital | 494,149 | $12.88M | $12.65M | -$231,388.55 | -1.8% |
Clint Dunn Beaird Harris Wealth Management LLC | 166,612 | $4.38M | $4.27M | -$111,406.1 | -2.54% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 66,658 | $1.73M | $1.71M | -$21,755.16 | -1.26% |
Michael Byun SageView Advisory Group LLC | 13,371 | $336,165.64 | $342,498.16 | $6,332.52 | 1.88% |
| DW Darren Woolson Asset Allocation Strategies LLC | 25,655 | $655,894.95 | $657,152.82 | $1,257.87 | 0.19% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 14,993 | $382,915.34 | $384,368.04 | $1,452.7 | 0.38% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 12,611 | $323,857.88 | $323,346.04 | -$511.84 | -0.16% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 14,189 | $373,023.8 | $363,025.56 | -$9,998.24 | -2.68% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,480 | $38,124.8 | $37,865.8 | -$259 | -0.68% |
| SS Stephen Smith Kestra Investment Management LLC | 8,560 | $218,109 | $219,007.6 | $898.6 | 0.41% |
Crystal McKeon TSA Wealth Managment LLC | 65,287 | $1.67M | $1.67M | -$1,754.02 | -0.1% |
Jeffrey Hanson Breakwater Capital Group | 11,309 | $286,377.71 | $289,340.76 | $2,963.05 | 1.03% |