| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joseph Castro Nuveen LLC | 4,224 | $202,605 | $201,400.32 | -$1,204.68 | -0.59% |
Katie Smith Delos Wealth Advisors LLC | 59 | $2,830.23 | $2,816.07 | -$14.16 | -0.5% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,384 | $451,745.76 | $447,898.32 | -$3,847.44 | -0.85% |
Kimberly Cappellano Private Wealth Asset Management LLC | 818 | $39,235 | $39,002.24 | -$232.76 | -0.59% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 378 | $18,132.66 | $18,041.94 | -$90.72 | -0.5% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 474 | $22,671.58 | $22,567.14 | -$104.44 | -0.46% |
Sam Sweitzer Anson Capital Inc. | 15,267 | $736,810.03 | $726,861.87 | -$9,948.16 | -1.35% |
Nabeed Zaman Eagle Strategies LLC | 30,231 | $1.43M | $1.44M | $12,592.22 | 0.88% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,243 | $201,075.77 | $202,009.23 | $933.46 | 0.46% |
Joshua Ryder Taff New Perspectives Inc. | 6,491 | $308,971.6 | $309,036.51 | $64.91 | 0.02% |
Kathryn Brown Morton Brown Family Wealth LLC | 163 | $7,789.77 | $7,760.43 | -$29.34 | -0.38% |
| CB Catherine Bluvol Next Level Private LLC | 6,575 | $310,451.21 | $313,035.75 | $2,584.54 | 0.83% |
D. Patrick Franklin First International Bank & Trust | 45,999 | $2.14M | $2.19M | $45,022.33 | 2.1% |
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 41,058 | $1.96M | $1.96M | $1,860.39 | 0.1% |
William Jollie Quent Capital LLC | 2.3M | $109.49M | $109.79M | $298,387.01 | 0.27% |
Dalila Toledo Ascent Group LLC | 63,714 | $3.04M | $3.03M | -$4,599.94 | -0.15% |
Michael Byun SageView Advisory Group LLC | 31,759 | $1.51M | $1.52M | $1,906.71 | 0.13% |
Daniel Bennett APS Management Group Inc. | 10,620 | $511,750.23 | $505,618.2 | -$6,132.03 | -1.2% |
Kristofer Gray Integrity Financial Corp. /WA | 41 | $1,967.59 | $1,952.01 | -$15.58 | -0.79% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 4,644 | $219,023.03 | $221,100.84 | $2,077.81 | 0.95% |