| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SBL Semitam Bonam LLC Semitam Bonam LLC | 51,402 | $5.29M | $5.21M | -$79,903.9 | -1.51% |
Brian Levy West Wealth Group LLC | 7,336 | $753,492.22 | $743,576.96 | -$9,915.26 | -1.32% |
Candice Gilman Sofi Wealth LLC | 33,591 | $3.46M | $3.38M | -$75,016.6 | -2.17% |
Michael Topley Lansing Street Advisors | 4,641 | $474,124.56 | $470,411.76 | -$3,712.8 | -0.78% |
Mark Fiskio Empirical Asset Management LLC | 9,735 | $982,472.88 | $980,217.15 | -$2,255.73 | -0.23% |
Amanda Hawley Atria Wealth Solutions Inc. | 33,666 | $3.32M | $3.41M | $94,657.28 | 2.85% |
Kevin Zemann WealthPlan Investment Management LLC | 5,994 | $619,626.68 | $607,551.84 | -$12,074.84 | -1.95% |
Benjamin Cauley Carr Financial Group Corp. | 29,897 | $3M | $3.03M | $33,532.76 | 1.12% |
Joseph Wallace Wallace Advisory Group LLC | 5,276 | $530,765.54 | $534,775.36 | $4,009.82 | 0.76% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 166 | $16,929 | $16,825.76 | -$103.24 | -0.61% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 34,116 | $3.46M | $3.46M | -$1,914.13 | -0.06% |
Abraham Martinez Amara Financial LLC | 21,152 | $2.17M | $2.13M | -$44,275.31 | -2.04% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 61,775 | $6.02M | $6.26M | $244,857.91 | 4.07% |
Janelle Anderson Grand Wealth Management LLC | 4,883 | $491,988.4 | $491,669.27 | -$319.13 | -0.06% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 2,972 | $302,776.53 | $299,250.68 | -$3,525.85 | -1.16% |
Mark Mowrey Signature Resources Capital Management LLC | 918 | $93,482.98 | $93,048.48 | -$434.5 | -0.46% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 15,000 | $1.55M | $1.51M | -$37,539.82 | -2.42% |
David Hunter Horizons Wealth Management | 1,069 | $108,828.27 | $108,353.84 | -$474.43 | -0.44% |
Rachel Faulk Cape Investment Advisory Inc. | 1,529 | $156,175 | $154,979.44 | -$1,195.56 | -0.77% |
Mariana Coli Dunhill Financial LLC | 1 | $103.36 | $100.69 | -$2.67 | -2.58% |