| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 16,738 | $698,711.99 | $705,506.7 | $6,794.71 | 0.97% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 28,912 | $1.24M | $1.22M | -$20,192.63 | -1.63% |
Dalila Toledo Ascent Group LLC | 193,013 | $8.14M | $8.14M | -$6,162.56 | -0.08% |
Robert Glass AlphaCentric Advisors LLC | 7,783 | $327,571.47 | $328,053.45 | $481.98 | 0.15% |
Michael Byun SageView Advisory Group LLC | 103,914 | $4.51M | $4.38M | -$130,101.75 | -2.88% |
Daniel Bennett APS Management Group Inc. | 18,248 | $772,263.72 | $769,153.2 | -$3,110.52 | -0.4% |
| CMD Chris M. Denholm Objective Capital Management LLC | 7,237 | $311,724.1 | $305,039.55 | -$6,684.55 | -2.14% |
Christopher M. Marks Sterling Investment Counsel LLC | 37,038 | $1.58M | $1.56M | -$15,517.18 | -0.98% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 251,518 | $10.96M | $10.6M | -$363,034.01 | -3.31% |
Amanda Hawley Atria Wealth Solutions Inc. | 36,809 | $1.56M | $1.55M | -$3,582.54 | -0.23% |
| LV Leah Vaden Redwood Financial Network Corp. | 8,945 | $392,862.84 | $377,031.75 | -$15,831.09 | -4.03% |
Benjamin Cauley Carr Financial Group Corp. | 376,508 | $15.97M | $15.87M | -$102,142.23 | -0.64% |
Joseph Wallace Wallace Advisory Group LLC | 9,622 | $400,889.68 | $405,567.3 | $4,677.62 | 1.17% |
Rachel Faulk Cape Investment Advisory Inc. | 732 | $31,044 | $30,853.8 | -$190.2 | -0.61% |
Masakazu Kita Japan Science & Technology Agency | 4.45M | $185.17M | $187.57M | $2.4M | 1.3% |
Mariana Coli Dunhill Financial LLC | 83 | $3,556.23 | $3,498.45 | -$57.78 | -1.62% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 5,119 | $216,585 | $215,765.85 | -$819.15 | -0.38% |
Bert D. Barre Colonial Trust Co. / SC | 2,200 | $87,868 | $92,642 | $4,774 | 5.43% |
David Kennon David Kennon Inc | 11,125 | $472,883.43 | $468,918.75 | -$3,964.68 | -0.84% |
Richard S. Levenson Western Financial Corp./CA | 34,214 | $1.41M | $1.44M | $29,438.52 | 2.08% |