| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 4,659 | $111,824.21 | $109,649.56 | -$2,174.65 | -1.94% |
Kasey Fegan Corsicana & Co. | 3,098 | $74,135.14 | $73,453.58 | -$681.56 | -0.92% |
| TCL Therese C.D. Linden Bank of New Hampshire | 435 | $10,261.65 | $10,313.85 | $52.2 | 0.51% |
Katie Smith Delos Wealth Advisors LLC | 245,969 | $5.88M | $5.8M | -$83,503.72 | -1.42% |
Sima Elimelech Activest Wealth Management | 338 | $7,986.06 | $8,013.98 | $27.92 | 0.35% |
Brian Baylis Bell Investment Advisors Inc. | 2.06M | $51.75M | $48.4M | -$3.35M | -6.48% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 33,820 | $812,624.83 | $801,872.2 | -$10,752.63 | -1.32% |
Timothy J. Landolt Endowment Wealth Management Inc. | 9,814 | $237,531.14 | $232,689.94 | -$4,841.2 | -2.04% |
Suzanne Hammer 5th Street Advisors LLC | 751,610 | $17.88M | $17.82M | -$60,529.46 | -0.34% |
Kevin Zemann WealthPlan Investment Management LLC | 9,401 | $227,880.24 | $222,897.71 | -$4,982.53 | -2.19% |
Nicholas Brown Granite Harbor Advisors Inc. | 26,934 | $656,651.09 | $638,605.14 | -$18,045.95 | -2.75% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 14,508 | $341,457.95 | $343,984.68 | $2,526.73 | 0.74% |
Christopher C. Powers Farther Finance Advisors, LLC | 218 | $5,270 | $5,168.78 | -$101.22 | -1.92% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1.41M | $35.71M | $33.36M | -$2.35M | -6.57% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 2,977 | $72,400.63 | $70,078.58 | -$2,322.05 | -3.21% |
Kara Lilian Lynx Investment Advisory | 69,588 | $1.68M | $1.65M | -$34,717.02 | -2.06% |
Marquette Associates Inc. Marquette Associates Inc. | 39,141 | $935,861 | $922,161.96 | -$13,699.04 | -1.46% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 16,421 | $398,045.23 | $389,341.91 | -$8,703.32 | -2.19% |
VestGen Advisors LLC VestGen Advisors LLC | 67,089 | $1.63M | $1.58M | -$51,658.19 | -3.17% |
| PH Peter Heilbron Trace Wealth Advisors LLC | 22,456 | $531,926.07 | $532,431.76 | $505.69 | 0.1% |