| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CC Cheung Chan Chemistry Wealth Management LLC | 1.11M | $65.1M | $64.33M | -$769,295.27 | -1.18% |
Jay Richards Investment Advisory Group LLC | 39,636 | $2.31M | $2.3M | -$8,785.64 | -0.38% |
Bill McVay Red Tortoise LLC | 22,830 | $1.32M | $1.33M | $3,909.92 | 0.3% |
Gery Sadzewicz Forum Private Client Group LLC | 8,679 | $505,117.8 | $504,076.32 | -$1,041.48 | -0.21% |
Brett Lee Planning Center Inc. | 3,504 | $202,285.92 | $203,582.39 | $1,296.47 | 0.64% |
| TA Thomas Anderton 626 Financial LLC | 19,830 | $1.16M | $1.15M | -$5,263.02 | -0.45% |
| MWM Marion Wealth Management Marion Wealth Management | 84,523 | $4.94M | $4.91M | -$27,913.35 | -0.57% |
W. Travis McKinney HB Wealth Management LLC | 74,747 | $4.33M | $4.34M | $10,052.72 | 0.23% |
Mark Perrault Intergy Private Wealth LLC | 5,341 | $313,438.61 | $310,312.09 | -$3,126.52 | -1% |
Courtney Lawson Autumn Glory Partners LLC | 40,670 | $2.38M | $2.36M | -$17,894.88 | -0.75% |
Jeremy Baltz Raleigh Capital Management Inc. | 828 | $48,577.56 | $48,106.8 | -$470.76 | -0.97% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,805 | $222,507.71 | $221,070.49 | -$1,437.22 | -0.65% |
Edward A. McDonough McDonough Capital Management Inc. | 32,340 | $1.87M | $1.88M | $4,446.2 | 0.24% |
| EM Erin Mccann Simplicity Wealth LLC | 105,195 | $6.16M | $6.11M | -$46,757.31 | -0.76% |
Patrick O'Connell Security Financial Services Inc. | 41,961 | $2.45M | $2.44M | -$11,111.47 | -0.45% |
Ed West Values First Advisors Inc. | 4,459 | $261,329.87 | $259,067.89 | -$2,261.98 | -0.87% |
Jason DeBerry BancFirst Trust & Investment Management | 9,541 | $560,090.42 | $554,332.08 | -$5,758.34 | -1.03% |
Michael Byun SageView Advisory Group LLC | 3,807 | $221,556 | $221,072.49 | -$483.51 | -0.22% |
Adam Grossman Mayport LLC | 1.28M | $75.34M | $74.4M | -$943,506.41 | -1.25% |
Amanda Hawley Atria Wealth Solutions Inc. | 29,716 | $1.72M | $1.73M | $6,780.92 | 0.39% |