| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brucke Financial Inc. Brucke Financial Inc. | 96,466 | $5.64M | $5.6M | -$39,435.04 | -0.7% |
| KGL Kilter Group LLC Kilter Group LLC | 806 | $47,204.91 | $46,764.12 | -$440.79 | -0.93% |
| EFI Elite Financial Inc. Elite Financial Inc. | 185,512 | $10.81M | $10.77M | -$32,467.2 | -0.3% |
Kevin Serrapede Capstone Wealth Management Group LLC | 5,671 | $333,734.52 | $329,485.09 | -$4,249.43 | -1.27% |
Scott Ela Avant Financial Advisors LLC | 5,647 | $328,656 | $328,090.69 | -$565.31 | -0.17% |
Matthew Francis Dean Evelyn Partners Investment Management (Europe) Ltd. | 743 | $43,726 | $43,168.3 | -$557.7 | -1.28% |
Evelyn Partners Asset Management Ltd. Evelyn Partners Asset Management Ltd. | 1,444 | $84,979 | $83,896.4 | -$1,082.6 | -1.27% |
| LC Leslie Childs MB Levis & Associates LLC | 116 | $6,752.12 | $6,739.6 | -$12.52 | -0.19% |
| NCI North Capital Inc. North Capital Inc. | 47,655 | $2.8M | $2.77M | -$28,116.16 | -1.01% |
| RM Rich Mowrer Brookwood Investment Group LLC | 3,769 | $219,356 | $218,978.89 | -$377.11 | -0.17% |
Cole Dimond Caliber Wealth Management LLC / KS | 23,544 | $1.37M | $1.37M | -$2,378.65 | -0.17% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 304 | $17,841.79 | $17,662.4 | -$179.39 | -1.01% |
Birchbrook Inc. Birchbrook Inc. | 37,968 | $2.21M | $2.21M | -$8,608.52 | -0.39% |
| ML Maseco LLP Maseco LLP | 455,561 | $26.77M | $26.47M | -$300,985.06 | -1.12% |
Robert Amato Compass Wealth Management LLC/GA | 212,077 | $12.48M | $12.32M | -$159,160.96 | -1.28% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 16,109 | $945,485.39 | $934,644.18 | -$10,841.21 | -1.15% |
| CTC Caldwell Trust Co Caldwell Trust Co | 2,731 | $160,581.05 | $158,671.09 | -$1,909.96 | -1.19% |
Bryce Maxwell Westerkirk Capital Inc. | 597,540 | $35.09M | $34.7M | -$394,376.76 | -1.12% |
Allison Brecher Vestwell Advisors LLC | 2 | $117.08 | $116.28 | -$0.8 | -0.68% |
Jim Cullen Midwestern Financial LLC /IA | 36,541 | $2.15M | $2.12M | -$25,557.19 | -1.19% |