| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bradley W. Clark Paladin Advisory Group LLC | 1,003 | $40,230.33 | $39,297.54 | -$932.79 | -2.32% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 795 | $37,635.3 | $31,152.07 | -$6,483.23 | -17.23% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,045 | $41,725.07 | $40,925.02 | -$800.05 | -1.92% |
| TJL Timothy J. Landolt Endowment Wealth Management Inc. | 6,756 | $268,803.4 | $264,733.86 | -$4,069.54 | -1.51% |
Matt Shibata Morling Financial Advisors LLC | 1.1M | $44.02M | $43.19M | -$829,618.47 | -1.88% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 109,144 | $4.4M | $4.28M | -$124,602.64 | -2.83% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 39,042 | $1.54M | $1.53M | -$10,687.41 | -0.69% |
Kimberly Foster Laraway Financial Advisors Inc. | 4,143 | $194,221.12 | $162,260.59 | -$31,960.53 | -16.46% |
| TG Tyler Glazier New Millennium Group LLC | 920 | $36,238.8 | $36,022.6 | -$216.2 | -0.6% |
| MC Morgan Christen Spinnaker Investment Group LLC | 10,501 | $423,197.72 | $411,376.67 | -$11,821.05 | -2.79% |
| WTM W. Travis McKinney HB Wealth Management LLC | 96,470 | $3.8M | $3.77M | -$28,941 | -0.76% |
Michael Byun SageView Advisory Group LLC | 2,090 | $84,117 | $81,718.79 | -$2,398.21 | -2.85% |
| CMD Chris M. Denholm Objective Capital Management LLC | 6,700 | $266,191 | $261,969.33 | -$4,221.67 | -1.59% |
Daniel Guy Ethos Financial Group LLC | 10,979 | $441,905.05 | $429,169.11 | -$12,735.94 | -2.88% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 8,858 | $354,516.86 | $346,347.8 | -$8,169.06 | -2.3% |
| NJL Nelson J. Lam LAM GROUP Inc. | 155 | $6,158 | $6,072.12 | -$85.88 | -1.39% |
| SS Stephen Smith Kestra Investment Management LLC | 1.98M | $79.39M | $77.47M | -$1.92M | -2.42% |
| MV Moises Valladares Insigneo Advisory Services LLC | 6,236 | $250,999 | $243,983.5 | -$7,015.5 | -2.8% |
| PRD Philip Rc Dudley Dudley Capital Management LLC | 16,265 | $651,251.24 | $636,368.12 | -$14,883.12 | -2.29% |
Jill Batley Gateway Wealth Partners LLC | 14,483 | $578,904.32 | $566,792.2 | -$12,112.12 | -2.09% |