| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 889 | $31,894.19 | $31,701.74 | -$192.45 | -0.6% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 229,630 | $8.2M | $8.19M | -$12,629.19 | -0.15% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 60 | $2,156.64 | $2,137.5 | -$19.14 | -0.89% |
SkyOak Wealth SkyOak Wealth LLC | 6,400 | $229,952 | $228,224 | -$1,728 | -0.75% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,174 | $331,324.74 | $327,236.58 | -$4,088.16 | -1.23% |
| CB Catherine Bluvol Next Level Private LLC | 254,563 | $9.07M | $9.08M | $11,383.63 | 0.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,499 | $769,858.76 | $766,654.34 | -$3,204.42 | -0.42% |
James M. Perkins Quantum Private Wealth LLC | 18,366 | $644,830.26 | $654,931.56 | $10,101.3 | 1.57% |
Moises Valladares Insigneo Advisory Services LLC | 6,461 | $226,397.01 | $230,463.87 | $4,066.86 | 1.8% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 15,956 | $569,869 | $569,150.52 | -$718.48 | -0.13% |
Eugene Donato KENNEDY INVESTMENT GROUP | 18,392 | $658,875.96 | $655,858.72 | -$3,017.24 | -0.46% |
Annmarie Young KPP Advisory Services LLC | 85,891 | $3.1M | $3.06M | -$38,897.16 | -1.25% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,104 | $1.33M | $1.32M | -$9,390.13 | -0.7% |
Chris Chatto Encompass More Asset Management | 15,133 | $538,908.31 | $539,642.78 | $734.47 | 0.14% |
David Van Overeem RMR Capital Management, LLC | 123,615 | $4.42M | $4.41M | -$13,873.56 | -0.31% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 361,666 | $12.99M | $12.9M | -$92,743.23 | -0.71% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 14,700 | $528,885.37 | $524,202 | -$4,683.37 | -0.89% |
Centerpoint Advisory Group Centerpoint Advisory Group | 6,520 | $235,312.67 | $232,503.2 | -$2,809.47 | -1.19% |
| BM Boulos Michael TME Financial Inc. | 24,256 | $871,573.28 | $864,968.96 | -$6,604.32 | -0.76% |
Nicole Reese WPG Advisers LLC | 5,211 | $185,876 | $185,824.26 | -$51.74 | -0.03% |