| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
April Lamb Sovereign Investment Advisors LLC | 19,667 | $1.52M | $1.52M | $5,152.59 | 0.34% |
Michelle Wells Darrow Company Inc. | 5,249 | $412,913.69 | $406,246.35 | -$6,667.34 | -1.61% |
Jason Whitby Stone Summit Wealth LLC | 239,401 | $18.85M | $18.53M | -$323,768.69 | -1.72% |
Katherine Saltonstall Sandy Cove Advisors LLC | 9,958 | $790,085.1 | $770,798.99 | -$19,286.11 | -2.44% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 11,366 | $894,651.6 | $879,842.06 | -$14,809.54 | -1.66% |
Clint Dunn Beaird Harris Wealth Management LLC | 6,411 | $495,774.45 | $496,179.34 | $404.89 | 0.08% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 32,991 | $2.51M | $2.55M | $46,056.56 | 1.84% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 2,851 | $226,553.92 | $220,710.16 | -$5,843.76 | -2.58% |
David B. Short Investments & Financial Planning LLC | 125,029 | $9.93M | $9.68M | -$254,434.66 | -2.56% |
Russell Kartub Insight Inv LLC | 40,400 | $3.22M | $3.13M | -$97,306.72 | -3.02% |
Tyler Glazier New Millennium Group LLC | 8 | $620.38 | $619.12 | -$1.26 | -0.2% |
Brian Ramsay Wealthspan Partners LLC | 111,507 | $8.79M | $8.63M | -$157,260.02 | -1.79% |
Ana-Maria Ignat Covestor Ltd | 195 | $15,357.8 | $15,093 | -$264.8 | -1.72% |
Kathryn Brown Morton Brown Family Wealth LLC | 76,544 | $5.95M | $5.92M | -$25,298.67 | -0.43% |
John Gorlow Cardiff Park Advisors LLC | 59,251 | $4.66M | $4.58M | -$77,721.59 | -1.67% |
| CC Cheung Chan Chemistry Wealth Management LLC | 25,266 | $1.97M | $1.96M | -$14,017.79 | -0.71% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 65,551 | $5.17M | $5.07M | -$95,533.32 | -1.85% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 5,582 | $443,767.8 | $432,018.89 | -$11,748.91 | -2.65% |
Jay Richards Investment Advisory Group LLC | 25,851 | $2.01M | $2M | -$4,208.85 | -0.21% |
James Langer Redmont Wealth Advisors LLC | 38,014 | $2.99M | $2.94M | -$48,792.31 | -1.63% |