| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 22,659 | $539,629.71 | $527,274.93 | -$12,354.78 | -2.29% |
Shad Lamm Keystone Wealth Services LLC | 32,409 | $755,777.88 | $753,671.29 | -$2,106.59 | -0.28% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 11,245 | $263,583 | $261,671.15 | -$1,911.85 | -0.73% |
Richard Slavik Newbridge Financial Services Group Inc. | 1,325 | $32,268.7 | $30,885.75 | -$1,382.95 | -4.29% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,909 | $44,696.97 | $44,422.43 | -$274.54 | -0.61% |
Kurt Van Dyken Lifeworks Advisors LLC | 26,197 | $613,558.66 | $610,652.07 | -$2,906.59 | -0.47% |
| KRB Kyle R. Bubeck Systelligence LLC | 185,053 | $4.32M | $4.31M | -$9,909.65 | -0.23% |
Sima Elimelech Activest Wealth Management | 3,200 | $74,624 | $74,464 | -$160 | -0.21% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 1,004 | $24,054.7 | $23,363.08 | -$691.62 | -2.88% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 34,851 | $815,688.93 | $810,982.77 | -$4,706.16 | -0.58% |
| SAS Stephane Astruc/ Salomon Sebban J. Safra Sarasin Holding AG | 34,835 | $804,344 | $810,610.45 | $6,266.45 | 0.78% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 1.14M | $26.84M | $26.52M | -$316,119.66 | -1.18% |
Andrew Endelman Independent Wealth Network Inc. | 29,763 | $699,862.76 | $692,585.01 | -$7,277.75 | -1.04% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 86,181 | $2.03M | $2.01M | -$23,974.38 | -1.18% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,039 | $165,381.69 | $163,797.53 | -$1,584.16 | -0.96% |
Jennifer Scott Scott Capital Advisors LLC | 9,181 | $214,833.25 | $213,641.87 | -$1,191.38 | -0.55% |
Amir Ali Monsefi Aire Advisors LLC | 270,989 | $6.42M | $6.32M | -$99,354.02 | -1.55% |
Kathryn Brown Morton Brown Family Wealth LLC | 8,938 | $210,832.38 | $207,987.26 | -$2,845.12 | -1.35% |
Jay Richards Investment Advisory Group LLC | 21,873 | $519,038.54 | $508,765.98 | -$10,272.56 | -1.98% |
James Langer Redmont Wealth Advisors LLC | 16,933 | $400,364.68 | $394,030.91 | -$6,333.77 | -1.58% |