| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RG Robert Glass AlphaCentric Advisors LLC | 7,524 | $316,587.28 | $318,001.86 | $1,414.58 | 0.45% |
Michael Byun SageView Advisory Group LLC | 107,576 | $4.67M | $4.55M | -$123,599.32 | -2.65% |
Daniel Bennett APS Management Group Inc. | 18,248 | $772,263.72 | $771,434.2 | -$829.52 | -0.11% |
| CMD Chris M. Denholm Objective Capital Management LLC | 5,032 | $218,210.05 | $212,677.48 | -$5,532.57 | -2.54% |
Christopher M. Marks Sterling Investment Counsel LLC | 36,467 | $1.55M | $1.54M | -$11,175.02 | -0.72% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 236,270 | $10.32M | $9.99M | -$331,898.48 | -3.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 36,809 | $1.56M | $1.56M | $650.49 | 0.04% |
| LV Leah Vaden Redwood Financial Network Corp. | 9,009 | $395,676.28 | $380,945.56 | -$14,730.72 | -3.72% |
Benjamin Cauley Carr Financial Group Corp. | 34,898 | $1.48M | $1.48M | -$8,616.29 | -0.58% |
Joseph Wallace Wallace Advisory Group LLC | 9,622 | $400,889.68 | $406,866.27 | $5,976.59 | 1.49% |
Masakazu Kita Japan Science & Technology Agency | 4.45M | $185.17M | $188.12M | $2.96M | 1.6% |
Mariana Coli Dunhill Financial LLC | 62 | $2,657.02 | $2,620.43 | -$36.59 | -1.38% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 5,119 | $216,585 | $216,354.53 | -$230.47 | -0.11% |
Bert D. Barre Colonial Trust Co. / SC | 2,200 | $87,868 | $92,983 | $5,115 | 5.82% |
David Kennon David Kennon Inc | 12,872 | $545,698.39 | $544,035.08 | -$1,663.31 | -0.3% |
| RSL Richard S. Levenson Western Financial Corp./CA | 32,154 | $1.33M | $1.36M | $33,672.51 | 2.54% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 20,207 | $861,006 | $854,048.85 | -$6,957.15 | -0.81% |
| TA Thomas Anderman Whitford Management LLC | 202,000 | $8.71M | $8.54M | -$176,750 | -2.03% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 49,512 | $2.2M | $2.09M | -$105,664.2 | -4.81% |
| BP Brett Pohl Kingdom Financial Group LLC | 356 | $15,062 | $15,046.34 | -$15.66 | -0.1% |