| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 121 | $4,960.39 | $4,878.72 | -$81.67 | -1.65% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 6,834 | $292,132.96 | $275,581.05 | -$16,551.91 | -5.67% |
Candace Cavalier Congress Wealth Management LLC / DE / | 71,537 | $3M | $2.88M | -$114,816.89 | -3.83% |
Arlie W. Green Fortress Wealth Management Inc. | 72,833 | $3M | $2.94M | -$67,157.71 | -2.24% |
| RLE Raymond L. Eaton Primoris Wealth Advisors LLC | 13,854 | $601,026.2 | $558,593.28 | -$42,432.92 | -7.06% |
Ana-Maria Ignat Covestor Ltd | 64 | $2,609.46 | $2,581.76 | -$27.7 | -1.06% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 19,661 | $816,319.83 | $793,124.74 | -$23,195.09 | -2.84% |
| JL James Langer Redmont Wealth Advisors LLC | 11,513 | $479,382.78 | $464,434.42 | -$14,948.36 | -3.12% |
| WTM W. Travis McKinney HB Wealth Management LLC | 7,153 | $287,121.42 | $288,587.78 | $1,466.36 | 0.51% |
Jeremy Baltz Raleigh Capital Management Inc. | 56,489 | $2.38M | $2.28M | -$105,303.47 | -4.42% |
| MS Missy Straw Nilsine Partners LLC | 86,462 | $3.6M | $3.49M | -$106,995.01 | -2.98% |
Dalila Toledo Ascent Group LLC | 13,542 | $576,375.3 | $546,284.28 | -$30,091.02 | -5.22% |
| EM Erin Mccann Simplicity Wealth LLC | 58,228 | $2.41M | $2.35M | -$63,234.18 | -2.62% |
Michael Byun SageView Advisory Group LLC | 12,701 | $529,521.14 | $512,358.34 | -$17,162.8 | -3.24% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 11,004 | $457,537.68 | $443,901.36 | -$13,636.32 | -2.98% |
Christopher M. Marks Sterling Investment Counsel LLC | 6,160 | $247,262.4 | $248,494.4 | $1,232 | 0.5% |
Amanda Hawley Atria Wealth Solutions Inc. | 50,432 | $2.17M | $2.03M | -$138,172.25 | -6.36% |
Jeffrey Gilbert Balboa Wealth Partners | 11,318 | $472,021.13 | $456,624.71 | -$15,396.42 | -3.26% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 11,704 | $486,163.68 | $472,139.36 | -$14,024.32 | -2.88% |
| RD Rodrigo Diaz Plan Group Financial LLC | 138,766 | $5.74M | $5.6M | -$141,604.23 | -2.47% |