| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
J. Kemp Sawers Uptown Financial Advisors LLC | 3,788 | $218,073 | $218,264.56 | $191.56 | 0.09% |
| RM Rich Mowrer Brookwood Investment Group LLC | 3,769 | $219,356 | $217,245.16 | -$2,110.84 | -0.96% |
Cole Dimond Caliber Wealth Management LLC / KS | 23,544 | $1.37M | $1.36M | -$13,326.56 | -0.97% |
Mike Silane 21 West Wealth Management LLC | 4,596 | $264,546 | $264,850.47 | $304.47 | 0.12% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 256 | $15,024.67 | $14,755.81 | -$268.86 | -1.79% |
| AS Aryn Sands GK Wealth Management LLC | 218 | $12,548 | $12,550.26 | $2.26 | 0.02% |
Birchbrook Inc. Birchbrook Inc. | 39,580 | $2.31M | $2.28M | -$26,099.29 | -1.13% |
Maseco LLP Maseco LLP | 455,561 | $26.77M | $26.26M | -$510,587.77 | -1.91% |
Robert Amato Compass Wealth Management LLC/GA | 212,077 | $12.48M | $12.22M | -$259,621.41 | -2.08% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 16,109 | $945,485.39 | $928,361.67 | -$17,123.72 | -1.81% |
Caldwell Trust Co Caldwell Trust Co | 1,798 | $105,812.07 | $103,699.65 | -$2,112.42 | -2% |
Bryce Maxwell Westerkirk Capital Inc. | 597,540 | $35.09M | $34.46M | -$630,405.06 | -1.8% |
Allison Brecher Vestwell Advisors LLC | 2 | $117.08 | $115.31 | -$1.77 | -1.51% |
Jim Cullen Midwestern Financial LLC /IA | 36,541 | $2.15M | $2.11M | -$42,183.35 | -1.96% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 140,927 | $8.25M | $8.13M | -$126,220.83 | -1.53% |
Matthew Jenkins GatePass Capital LLC | 20,000 | $1.17M | $1.15M | -$11,630.03 | -1% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 147,522 | $8.65M | $8.51M | -$144,676.35 | -1.67% |
Brian Mann Mann Financial Group Inc. | 3,721 | $214,181 | $214,404.02 | $223.02 | 0.1% |
Wallace Jones WJ Financial Advisors LLC | 5,356 | $315,200.2 | $308,880.52 | -$6,319.68 | -2% |
Gassan Kassira Kassira Wealth Management LLC | 72,930 | $4.29M | $4.2M | -$86,738.71 | -2.02% |