| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 7,080 | $181,179.79 | $179,301 | -$1,878.79 | -1.04% |
| PNC Paul N. Clark Mi LLCapital Management LLC | 81,113 | $2.08M | $2.05M | -$29,651.71 | -1.42% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 18,446 | $466,878.09 | $466,960.49 | $82.4 | 0.02% |
Brandon Collier Collier Financial | 1,273 | $31,830.38 | $32,238.72 | $408.34 | 1.28% |
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 243,858 | $6.31M | $6.18M | -$139,042.16 | -2.2% |
Andrew Miller OLIO Financial Planning | 8,777 | $224,294.78 | $222,145.87 | -$2,148.91 | -0.96% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 813 | $20,316.87 | $20,589.22 | $272.35 | 1.34% |
Kimberly Foster Laraway Financial Advisors Inc. | 60,718 | $1.8M | $1.54M | -$261,390.99 | -14.53% |
| DM David Mailloux WealthCare Investment Partners LLC | 9,960 | $252,107.88 | $252,137.4 | $29.52 | 0.01% |
Jennifer Carlson Gould Capital LLC | 1,000 | $25,806 | $25,315 | -$491 | -1.9% |
David B. Short Investments & Financial Planning LLC | 17,801 | $495,095.12 | $450,632.31 | -$44,462.81 | -8.98% |
Caroline Jankowski Operose Advisors LLC | 1,033 | $26,703.05 | $26,150.39 | -$552.66 | -2.07% |
Jeremy Baltz Raleigh Capital Management Inc. | 135,214 | $3.47M | $3.42M | -$52,472.48 | -1.51% |
Dalila Toledo Ascent Group LLC | 20,617 | $529,788.6 | $520,991.59 | -$8,797.01 | -1.66% |
| EM Erin Mccann Simplicity Wealth LLC | 530,938 | $13.6M | $13.42M | -$185,926.69 | -1.37% |
| PO Patrick O'Connell Security Financial Services Inc. | 77,745 | $1.98M | $1.96M | -$18,441.99 | -0.93% |
Michael Byun SageView Advisory Group LLC | 227 | $5,835 | $5,736.29 | -$98.71 | -1.69% |
| MFA Millington Financial Advisors LLC Millington Financial Advisors LLC | 19,887 | $500,131.36 | $502,544.49 | $2,413.13 | 0.48% |
Mark Fiskio Empirical Asset Management LLC | 12,796 | $328,274.62 | $323,354.92 | -$4,919.7 | -1.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 230,314 | $5.86M | $5.82M | -$41,179.91 | -0.7% |