| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TMB Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 889 | $31,894.19 | $31,692.85 | -$201.34 | -0.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 305 | $10,879.93 | $10,874.77 | -$5.16 | -0.05% |
SkyOak Wealth SkyOak Wealth LLC | 6,400 | $229,952 | $228,160 | -$1,792 | -0.78% |
| SE Sima Elimelech Activest Wealth Management | 1,570 | $55,122.7 | $55,954.8 | $832.1 | 1.51% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,920 | $322,274.72 | $317,953.4 | -$4,321.32 | -1.34% |
| CB Catherine Bluvol Next Level Private LLC | 254,563 | $9.07M | $9.08M | $10,110.81 | 0.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,499 | $769,858.76 | $766,224.36 | -$3,634.4 | -0.47% |
| JMP James M. Perkins Quantum Private Wealth LLC | 18,366 | $644,830.26 | $654,747.9 | $9,917.64 | 1.54% |
| MV Moises Valladares Insigneo Advisory Services LLC | 6,461 | $226,397.01 | $230,366.95 | $3,969.94 | 1.75% |
Eugene Donato KENNEDY INVESTMENT GROUP | 15,338 | $549,804.56 | $546,876.39 | -$2,928.17 | -0.53% |
Annmarie Young KPP Advisory Services LLC | 91,078 | $3.29M | $3.25M | -$42,700.33 | -1.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,090 | $1.33M | $1.32M | -$10,131.17 | -0.76% |
Chris Chatto Encompass More Asset Management | 8,036 | $285,439 | $286,362.86 | $923.86 | 0.32% |
David Van Overeem RMR Capital Management, LLC | 113,177 | $4.05M | $4.03M | -$16,129.3 | -0.4% |
Carlos Mendoza Solano Wealth Investment Advisors LLC | 419,317 | $15.06M | $14.95M | -$115,926.87 | -0.77% |
| PWM PMG Wealth Management Inc. PMG Wealth Management Inc. | 15,500 | $557,668.25 | $552,342.5 | -$5,325.75 | -0.96% |
Centerpoint Advisory Group Centerpoint Advisory Group | 6,570 | $237,119.18 | $234,089.1 | -$3,030.08 | -1.28% |
| BM Boulos Michael TME Financial Inc. | 22,134 | $795,787.02 | $788,413.08 | -$7,373.94 | -0.93% |
Nicole Reese WPG Advisers LLC | 5,211 | $185,876 | $185,693.98 | -$182.02 | -0.1% |