| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Carrie Delgott Wescott Financial Advisory Group LLC | 44,158 | $2.56M | $2.57M | $4,469.59 | 0.17% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 309,102 | $18.1M | $17.96M | -$139,307.66 | -0.77% |
Bethany Wagner Level Financial Advisors | 532,912 | $31.66M | $30.96M | -$698,298.18 | -2.21% |
| JNM Jay Nelsen Myers Treynor Bancshares Inc. | 58,184 | $3.41M | $3.38M | -$25,607.68 | -0.75% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 100,823 | $5.92M | $5.86M | -$61,982.96 | -1.05% |
Spencer Rand Five Oceans Advisors | 522,397 | $30.72M | $30.35M | -$365,550.78 | -1.19% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 48,610 | $2.84M | $2.82M | -$15,762.16 | -0.56% |
Richard Slavik Newbridge Financial Services Group Inc. | 200 | $11,708 | $11,628 | -$80 | -0.68% |
Kurt Van Dyken Lifeworks Advisors LLC | 9,556 | $559,869.58 | $555,585.84 | -$4,283.74 | -0.77% |
Cheryl Smith DB Fitzpatrick & Co Inc. | 16,284 | $956,200.63 | $946,100.37 | -$10,100.26 | -1.06% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 381 | $22,017.99 | $22,136.1 | $118.11 | 0.54% |
Andrew Endelman Independent Wealth Network Inc. | 12,173 | $712,607.24 | $707,251.28 | -$5,355.96 | -0.75% |
| DC Donie Carlson DMC Group LLC | 4,987 | $293,071.55 | $289,744.69 | -$3,326.86 | -1.14% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 292,229 | $17.12M | $16.98M | -$137,927 | -0.81% |
Andrew J. Whalen Whalen Wealth Management Inc. | 8,371 | $489,446.75 | $486,187.68 | -$3,259.07 | -0.67% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 4,090 | $244,034.34 | $237,628.99 | -$6,405.35 | -2.62% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,853 | $226,209.8 | $223,782.24 | -$2,427.56 | -1.07% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 119,366 | $6.99M | $6.94M | -$47,746.4 | -0.68% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 19,437 | $1.13M | $1.13M | -$3,476.67 | -0.31% |
| SW Sheri Widerburg FJ Investments LLC | 1.55M | $90.21M | $90.06M | -$155,009.77 | -0.17% |