| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 137,430 | $13.84M | $13.82M | -$19,240.2 | -0.14% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,094 | $210,907.68 | $210,635.46 | -$272.22 | -0.13% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 7,143 | $719,442.96 | $718,335.79 | -$1,107.17 | -0.15% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,487 | $450,898.63 | $452,199.86 | $1,301.23 | 0.29% |
| JRS James RG Skjong Ulland Investment Advisors LLC | 400 | $40,276 | $40,312 | $36 | 0.09% |
| EM Erin Mccann Simplicity Wealth LLC | 2,748 | $276,696.12 | $276,943.44 | $247.32 | 0.09% |
Kristofer Gray Integrity Financial Corp. /WA | 21 | $2,114.49 | $2,116.38 | $1.89 | 0.09% |
Jim Clark Worth Asset Management LLC | 9,957 | $1M | $1M | $597.42 | 0.06% |
Jeffrey Gilbert Balboa Wealth Partners | 2,753 | $277,199.57 | $276,855.44 | -$344.13 | -0.12% |
Kevin Zemann WealthPlan Investment Management LLC | 8,872 | $891,547.28 | $894,120.16 | $2,572.88 | 0.29% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,295 | $2.64M | $2.65M | $5,387 | 0.2% |
Rebecca Sierp WPWealth LLP | 9,926 | $999,821.63 | $998,208.19 | -$1,613.44 | -0.16% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,603 | $362,966 | $362,613.13 | -$352.87 | -0.1% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,957 | $499,334 | $499,566.46 | $232.46 | 0.05% |
Christopher C. Powers Farther Finance Advisors, LLC | 12,871 | $1.3M | $1.3M | $514.38 | 0.04% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,432 | $244,951.68 | $245,096.96 | $145.28 | 0.06% |
United Advisor Group LLC United Advisor Group, LLC | 4,022 | $405,176 | $405,337.16 | $161.16 | 0.04% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 96,513 | $9.7M | $9.71M | $7,687.58 | 0.08% |
Dennis R. Plyler FCG Investment Co | 5,884 | $592,754 | $592,989.52 | $235.52 | 0.04% |
Mark Weiskind Fairway Wealth LLC | 150 | $15,107.88 | $15,117 | $9.12 | 0.06% |