| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 137,430 | $13.84M | $13.84M | -$6,871.5 | -0.05% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 2,094 | $210,907.68 | $210,740.16 | -$167.52 | -0.08% |
| RS Ramu Singh CALTON & ASSOCIATES Inc. | 7,143 | $719,442.96 | $719,031.52 | -$411.44 | -0.06% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 4,487 | $450,898.63 | $451,594.11 | $695.48 | 0.15% |
| EM Erin Mccann Simplicity Wealth LLC | 2,748 | $276,696.12 | $276,578.78 | -$117.34 | -0.04% |
Kristofer Gray Integrity Financial Corp. /WA | 21 | $2,114.49 | $2,114.05 | -$0.44 | -0.02% |
Jim Clark Worth Asset Management LLC | 6,961 | $701,111.92 | $700,415.82 | -$696.1 | -0.1% |
Jeffrey Gilbert Balboa Wealth Partners | 2,753 | $277,199.57 | $277,141.21 | -$58.36 | -0.02% |
Kevin Zemann WealthPlan Investment Management LLC | 5,902 | $593,091.98 | $593,977.28 | $885.3 | 0.15% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,295 | $2.64M | $2.65M | $1,837.17 | 0.07% |
Rebecca Sierp WPWealth LLP | 9,926 | $999,821.63 | $999,002.27 | -$819.36 | -0.08% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 3,603 | $362,966 | $362,695.99 | -$270.01 | -0.07% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 4,957 | $499,334 | $498,897.26 | -$436.74 | -0.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,022 | $3.23M | $3.22M | -$3,787.99 | -0.12% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 2,157 | $217,253.61 | $217,102.05 | -$151.56 | -0.07% |
United Advisor Group LLC United Advisor Group, LLC | 4,022 | $405,176 | $404,889.91 | -$286.09 | -0.07% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 96,513 | $9.7M | $9.72M | $17,589.82 | 0.18% |
Dennis R. Plyler FCG Investment Co | 39,950 | $4.03M | $4.02M | -$4,982.28 | -0.12% |
Mark Weiskind Fairway Wealth LLC | 150 | $15,107.88 | $15,100.5 | -$7.38 | -0.05% |
Michael Mills Mills Wealth Advisors LLC | 6,753 | $680,297 | $679,622.6 | -$674.4 | -0.1% |