| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,659 | $111,824.21 | $108,834.24 | -$2,989.97 | -2.67% |
Kasey Fegan Corsicana & Co. | 3,098 | $74,135.14 | $72,555.16 | -$1,579.98 | -2.13% |
| TCL Therese C.D. Linden Bank of New Hampshire | 435 | $10,261.65 | $10,189.87 | -$71.78 | -0.7% |
Katie Smith Delos Wealth Advisors LLC | 245,969 | $5.88M | $5.76M | -$120,399.07 | -2.05% |
Sima Elimelech Activest Wealth Management | 338 | $7,986.06 | $7,895.68 | -$90.38 | -1.13% |
Brian Baylis Bell Investment Advisors Inc. | 2.06M | $51.75M | $48.09M | -$3.66M | -7.07% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 39,449 | $943,273.92 | $921,528.64 | -$21,745.28 | -2.31% |
Timothy J. Landolt Endowment Wealth Management Inc. | 9,814 | $237,531.14 | $229,892.95 | -$7,638.19 | -3.22% |
Suzanne Hammer 5th Street Advisors LLC | 751,610 | $17.88M | $17.58M | -$297,286.61 | -1.66% |
Kevin Zemann WealthPlan Investment Management LLC | 9,668 | $234,082.65 | $225,844.48 | -$8,238.17 | -3.52% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 577 | $13,797 | $13,501.8 | -$295.2 | -2.14% |
Nicholas Brown Granite Harbor Advisors Inc. | 26,934 | $656,651.09 | $630,659.61 | -$25,991.48 | -3.96% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 12,479 | $293,715.42 | $291,883.81 | -$1,831.61 | -0.62% |
Christopher C. Powers Farther Finance Advisors, LLC | 218 | $5,270 | $5,092.48 | -$177.52 | -3.37% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1.38M | $35.03M | $32.33M | -$2.7M | -7.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,977 | $72,400.63 | $69,542.72 | -$2,857.91 | -3.95% |
Kara Lilian Lynx Investment Advisory | 69,588 | $1.68M | $1.63M | -$54,201.66 | -3.22% |
Marquette Associates Inc. Marquette Associates Inc. | 39,141 | $935,861 | $917,856.45 | -$18,004.55 | -1.92% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 16,421 | $398,045.23 | $384,169.29 | -$13,875.94 | -3.49% |
VestGen Advisors LLC VestGen Advisors LLC | 67,089 | $1.63M | $1.57M | -$61,050.65 | -3.74% |