| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 35,757 | $1.82M | $1.82M | $1,059.49 | 0.06% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,105 | $210,176 | $209,334.47 | -$841.53 | -0.4% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 68,260 | $3.49M | $3.48M | -$5,093.26 | -0.15% |
Adam J. Peck Riverwater Partners LLC | 9,244 | $472,307.57 | $471,397.78 | -$909.79 | -0.19% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 101,036 | $5.16M | $5.15M | -$10,098.29 | -0.2% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 365 | $18,688 | $18,613.17 | -$74.83 | -0.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 398,294 | $20.28M | $20.31M | $34,761.2 | 0.17% |
William Jollie Quent Capital LLC | 1,814 | $92,876.8 | $92,576.58 | -$300.22 | -0.32% |
| EM Erin Mccann Simplicity Wealth LLC | 4,964 | $254,156.8 | $253,139.18 | -$1,017.62 | -0.4% |
Thomas Mason Mason & Associates Inc. | 268,513 | $13.74M | $13.69M | -$47,313.65 | -0.34% |
Jim Clark Worth Asset Management LLC | 4,843 | $247,961.6 | $246,968.78 | -$992.82 | -0.4% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 233,265 | $11.91M | $11.9M | -$10,092.76 | -0.08% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,964 | $916,265 | $916,074.18 | -$190.82 | -0.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 79,112 | $4.04M | $4.03M | -$6,269.74 | -0.16% |
David W. Lewis Lewis Asset Management, LLC | 61,885 | $3.14M | $3.16M | $15,106.17 | 0.48% |
Seth Hodes Able Wealth Management LLC | 152,189 | $7.78M | $7.76M | -$16,148.1 | -0.21% |
Wesley W. Melbrod M Wealth Management, LLC | 30,401 | $1.55M | $1.55M | -$2,280.08 | -0.15% |
Laurel Steward Mattson Financial Services, LLC | 25,216 | $1.29M | $1.29M | -$3,782.5 | -0.29% |
Gregory A. Brown Brown Financial Advisors | 43,303 | $2.21M | $2.21M | -$6,494.35 | -0.29% |
| PWL Paladin Wealth LLC Paladin Wealth LLC | 19,453 | $994,923.53 | $992,005.73 | -$2,917.8 | -0.29% |