| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DC Donie Carlson DMC Group LLC | 4,987 | $293,071.55 | $287,500.55 | -$5,571 | -1.9% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 292,229 | $17.12M | $16.85M | -$262,123.75 | -1.53% |
Andrew J. Whalen Whalen Wealth Management Inc. | 8,423 | $492,439.97 | $485,796.52 | -$6,643.45 | -1.35% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 4,090 | $244,034.34 | $235,911.2 | -$8,123.14 | -3.33% |
| RE Rod Ehrlich Wayfinding Financial LLC | 3,853 | $226,209.8 | $222,202.51 | -$4,007.29 | -1.77% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 119,366 | $6.99M | $6.88M | -$109,816.72 | -1.57% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 20,334 | $1.18M | $1.17M | -$13,972.65 | -1.18% |
| SW Sheri Widerburg FJ Investments LLC | 1.55M | $90.21M | $89.36M | -$852,357.97 | -0.94% |
Dominic Corabi Wedmont Private Capital | 28,027 | $1.65M | $1.61M | -$32,005.64 | -1.94% |
Bill Ryan Manhattan West Asset Management LLC | 7,542 | $437,963.94 | $434,984.85 | -$2,979.09 | -0.68% |
Candace Cavalier Congress Wealth Management LLC / DE / | 129,567 | $7.6M | $7.47M | -$134,371.61 | -1.77% |
Matt Shibata Morling Financial Advisors LLC | 532,671 | $31.11M | $30.69M | -$416,063.01 | -1.34% |
cullen roche Orcam Financial Group | 14,904 | $863,111.63 | $858,693.96 | -$4,417.67 | -0.51% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 15,183 | $887,528.94 | $874,997.81 | -$12,531.13 | -1.41% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 817 | $47,207.79 | $47,100.05 | -$107.74 | -0.23% |
Nabeed Zaman Eagle Strategies LLC | 12,946 | $754,214.29 | $746,336.9 | -$7,877.39 | -1.04% |
John Keene Keene & Associates Inc. | 8,819 | $514,690.76 | $508,238.97 | -$6,451.79 | -1.25% |
Patrick Severson TrueWealth Financial Partners | 274,010 | $16.04M | $15.8M | -$233,008.32 | -1.45% |
Kimberly Foster Laraway Financial Advisors Inc. | 4,812 | $292,688.21 | $277,580.22 | -$15,107.99 | -5.16% |
| BPF Barnes Pettey Financial Advisors LLC Barnes Pettey Financial Advisors LLC | 7,364 | $428,584.8 | $424,755.52 | -$3,829.28 | -0.89% |