| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 35,757 | $1.82M | $1.82M | -$4,304.06 | -0.24% |
| CS Craig Sneed Steel Grove Capital Advisors LLC | 207,597 | $10.61M | $10.56M | -$46,725.8 | -0.44% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 13,691 | $699,265.76 | $696,940.35 | -$2,325.41 | -0.33% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,105 | $210,176 | $208,882.92 | -$1,293.08 | -0.62% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 62,946 | $3.21M | $3.2M | -$11,512.49 | -0.36% |
Adam J. Peck Riverwater Partners LLC | 8,699 | $444,479.87 | $442,387.64 | -$2,092.23 | -0.47% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 148,360 | $7.57M | $7.55M | -$15,930.58 | -0.21% |
Candace Cavalier Congress Wealth Management LLC / DE / | 439,652 | $22.39M | $22.38M | -$10,107.59 | -0.05% |
William Jollie Quent Capital LLC | 1,814 | $92,876.8 | $92,341.67 | -$535.13 | -0.58% |
| EM Erin Mccann Simplicity Wealth LLC | 4,964 | $254,156.8 | $252,642.78 | -$1,514.02 | -0.6% |
Thomas Mason Mason & Associates Inc. | 268,513 | $13.74M | $13.66M | -$76,742.67 | -0.56% |
Jim Clark Worth Asset Management LLC | 5,149 | $263,549.24 | $261,852.39 | -$1,696.85 | -0.64% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 233,265 | $11.91M | $11.87M | -$35,658.6 | -0.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,188 | $1.38M | $1.38M | -$744.52 | -0.05% |
Courtney Haddad Concurrent Investment Advisors, LLC | 117,766 | $6.01M | $5.99M | -$17,270.05 | -0.29% |
David W. Lewis Lewis Asset Management, LLC | 59,867 | $3.04M | $3.05M | $7,692.85 | 0.25% |
Seth Hodes Able Wealth Management LLC | 119,336 | $6.1M | $6.07M | -$27,921.61 | -0.46% |
Wesley W. Melbrod M Wealth Management, LLC | 21,701 | $1.11M | $1.1M | -$4,014.69 | -0.36% |
Laurel Steward Mattson Financial Services, LLC | 16,479 | $842,818.44 | $838,533.91 | -$4,284.53 | -0.51% |
Gregory A. Brown Brown Financial Advisors | 43,230 | $2.21M | $2.2M | -$12,535.6 | -0.57% |