| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Endelman Independent Wealth Network Inc. | 25,568 | $2.57M | $2.59M | $21,467.43 | 0.84% |
Alexander Eichhorn Tanager Wealth Management LLP | 2,463 | $254,309.94 | $249,649.68 | -$4,660.26 | -1.83% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 43,653 | $4.34M | $4.42M | $80,060.19 | 1.84% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 9,270 | $953,199.14 | $939,607.2 | -$13,591.94 | -1.43% |
| DC Donie Carlson DMC Group LLC | 27,488 | $2.77M | $2.79M | $13,210.94 | 0.48% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 147,846 | $15.25M | $14.99M | -$266,213.2 | -1.75% |
Ryan Charles Stout Theory Financial LLC | 2,452 | $250,496.32 | $248,534.72 | -$1,961.6 | -0.78% |
Bradley W. Clark Paladin Advisory Group LLC | 19,871 | $2.03M | $2.01M | -$15,896.8 | -0.78% |
Matthew Liebman Amplius Wealth Advisors LLC | 200,597 | $20.72M | $20.33M | -$390,244.61 | -1.88% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 12,842 | $1.31M | $1.29M | -$14,909.76 | -1.14% |
Jonathan Davison Austin Asset Management Co. Inc. | 356,912 | $37.09M | $36.18M | -$913,489.81 | -2.46% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,258 | $127,256.83 | $127,510.88 | $254.05 | 0.2% |
Matthew B. Boersen Straight Path Wealth Management | 70,819 | $7.29M | $7.18M | -$111,317.3 | -1.53% |
Brandon Collier Collier Financial | 8,814 | $909,248.73 | $893,387.04 | -$15,861.69 | -1.74% |
William Reid Culp III TAGStone Capital Inc. | 13,781 | $1.4M | $1.39M | -$9,236.37 | -0.66% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 4,526 | $463,417.14 | $458,755.36 | -$4,661.78 | -1.01% |
Dominic Corabi Wedmont Private Capital | 6,405 | $655,807.95 | $649,210.8 | -$6,597.15 | -1.01% |
Taylor Jobe MKT Advisors LLC | 2,540 | $259,486.4 | $257,454.4 | -$2,032 | -0.78% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 19 | $1,955.29 | $1,925.84 | -$29.45 | -1.51% |
Jason Whitby Stone Summit Wealth LLC | 48,521 | $5.01M | $4.92M | -$89,935 | -1.8% |