| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gery Sadzewicz Forum Private Client Group LLC | 85,693 | $6.74M | $6.64M | -$102,840.14 | -1.53% |
Samantha Pierangeli City State Bank | 16,430 | $1.28M | $1.27M | -$10,995.25 | -0.86% |
Michael Schneck Gridiron Partners LLC | 10,961 | $875,069.59 | $848,216.98 | -$26,852.61 | -3.07% |
| EI Excelsior Investors Intelligent Financial Strategies | 39,017 | $3.12M | $3.02M | -$99,298.27 | -3.18% |
| MWM Marion Wealth Management Marion Wealth Management | 132,681 | $10.17M | $10.27M | $96,318.3 | 0.95% |
W. Travis McKinney HB Wealth Management LLC | 24,377 | $1.93M | $1.89M | -$39,763.42 | -2.06% |
Daniel Forbes Forbes Financial Planning Inc. | 202,765 | $15.79M | $15.69M | -$100,054.1 | -0.63% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,779 | $616,048.4 | $602,172.39 | -$13,876.01 | -2.25% |
Nathan Geraci ETF Store Inc. | 30,672 | $2.44M | $2.37M | -$63,199.86 | -2.59% |
Michelle McCarthy Vantage Financial Partners LLC | 8,974 | $712,715.08 | $694,632.47 | -$18,082.61 | -2.54% |
Michael O'Connor Capasso Planning Partners LLC | 41,596 | $3.32M | $3.22M | -$100,815.77 | -3.03% |
Edward A. McDonough McDonough Capital Management Inc. | 33,093 | $2.63M | $2.56M | -$73,504.98 | -2.79% |
Timothy R. Guthrie Bullseye Investment Management LLC | 92 | $7,335.16 | $7,120.34 | -$214.82 | -2.93% |
Jonathan Straus Commons Capital LLC | 3,506 | $277,079.18 | $271,416.99 | -$5,662.19 | -2.04% |
| EM Erin Mccann Simplicity Wealth LLC | 21,475 | $1.7M | $1.66M | -$40,913.85 | -2.4% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 83,128 | $6.56M | $6.43M | -$124,650.68 | -1.9% |
Patrick O'Connell Security Financial Services Inc. | 5,590 | $443,506.32 | $432,721.9 | -$10,784.42 | -2.43% |
Michael Byun SageView Advisory Group LLC | 19,574 | $1.55M | $1.52M | -$35,970.83 | -2.32% |
Daniel Bennett APS Management Group Inc. | 9,146 | $725,834.08 | $707,921.44 | -$17,912.64 | -2.47% |
Thomas Mason Mason & Associates Inc. | 231,559 | $18.34M | $17.92M | -$414,772.77 | -2.26% |