| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 3,011 | $321,725.06 | $317,193.79 | -$4,531.27 | -1.41% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 66,803 | $7.09M | $7.04M | -$45,816.75 | -0.65% |
Eric Lai Archvest Wealth Advisors Inc. | 19,845 | $2.19M | $2.09M | -$95,451.95 | -4.37% |
| CC Cheung Chan Chemistry Wealth Management LLC | 22,176 | $2.5M | $2.34M | -$157,657.36 | -6.31% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 3,862 | $498,970.4 | $406,629.98 | -$92,340.42 | -18.51% |
Jay Richards Investment Advisory Group LLC | 2,321 | $288,644.44 | $244,958.34 | -$43,686.1 | -15.13% |
Bill McVay Red Tortoise LLC | 1,839 | $195,960.46 | $193,922.55 | -$2,037.91 | -1.04% |
Samantha Pierangeli City State Bank | 14,050 | $1.5M | $1.48M | -$18,417.36 | -1.23% |
Randy D. Kurtz Upper Left Wealth Management LLC | 16,974 | $1.78M | $1.79M | $12,654.77 | 0.71% |
W. Travis McKinney HB Wealth Management LLC | 2,029 | $216,070.28 | $213,633.41 | -$2,436.87 | -1.13% |
Marc H. Stone Tyler-Stone Wealth Management | 2,248 | $268,596.66 | $236,826.8 | -$31,769.86 | -11.83% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,870 | $205,531.7 | $197,359.8 | -$8,171.9 | -3.98% |
Dalila Toledo Ascent Group LLC | 146,055 | $15.98M | $15.42M | -$558,311 | -3.49% |
| EM Erin Mccann Simplicity Wealth LLC | 2,839 | $312,387.45 | $299,060.26 | -$13,327.19 | -4.27% |
Michael Byun SageView Advisory Group LLC | 3,346 | $365,827.09 | $352,885.89 | -$12,941.2 | -3.54% |
Kristofer Gray Integrity Financial Corp. /WA | 29 | $3,221.61 | $3,054.86 | -$166.75 | -5.18% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 328 | $36,429.12 | $34,584.32 | -$1,844.8 | -5.06% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,137 | $343,971.45 | $330,247.67 | -$13,723.78 | -3.99% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,447 | $694,112.48 | $678,998.04 | -$15,114.44 | -2.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,923 | $5.23M | $5.26M | $24,875.13 | 0.48% |