| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 289 | $7,163.14 | $7,057.38 | -$105.76 | -1.48% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,982 | $399,390.54 | $391,479.09 | -$7,911.45 | -1.98% |
Jennifer Scott Scott Capital Advisors LLC | 45,692 | $1.14M | $1.12M | -$23,074.46 | -2.02% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 10,647 | $266,069 | $260,904.73 | -$5,164.27 | -1.94% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 12,958 | $325,758.52 | $317,406.21 | -$8,352.31 | -2.56% |
Jacob B. Rue Shore Point Advisors LLC | 12,595 | $307,695.85 | $308,640.47 | $944.62 | 0.31% |
Jennifer Carlson Gould Capital LLC | 4,666 | $117,316.49 | $114,340.33 | -$2,976.16 | -2.54% |
Penny A. Phillips Journey Strategic Wealth LLC | 27,436 | $680,596.54 | $672,044.82 | -$8,551.72 | -1.26% |
Kathryn Brown Morton Brown Family Wealth LLC | 6,551 | $161,131.45 | $160,335.72 | -$795.73 | -0.49% |
Russell Mohberg Regatta Capital Group LLC | 123,228 | $3.01M | $3.02M | $11,443.1 | 0.38% |
Michael Byun SageView Advisory Group LLC | 19,941 | $501,637.92 | $488,155.68 | -$13,482.24 | -2.69% |
Thomas Mason Mason & Associates Inc. | 30,535 | $764,448.49 | $748,565.52 | -$15,882.97 | -2.08% |
Candice Gilman Sofi Wealth LLC | 2,609 | $65,513.67 | $63,868.32 | -$1,645.35 | -2.51% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,681 | $217,430.02 | $212,554.28 | -$4,875.74 | -2.24% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 9,040 | $228,150.43 | $221,351.27 | -$6,799.16 | -2.98% |
Benjamin Cauley Carr Financial Group Corp. | 13,942 | $348,408 | $341,648.71 | -$6,759.29 | -1.94% |
Abraham Martinez Amara Financial LLC | 15,276 | $382,499.12 | $373,880.1 | -$8,619.02 | -2.25% |
Janelle Anderson Grand Wealth Management LLC | 10,438 | $251,810.46 | $255,522.24 | $3,711.78 | 1.47% |
Brook Hart Presilium Private Wealth LLC | 29,500 | $716,193.47 | $722,493.35 | $6,299.88 | 0.88% |
Mark Mowrey Signature Resources Capital Management LLC | 12,962 | $320,615.33 | $317,309.76 | -$3,305.57 | -1.03% |