| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Canning Mi LLCreek Capital Advisors LLC | 73,895 | $4.34M | $4.29M | -$50,278.08 | -1.16% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,972 | $525,220.67 | $521,273.18 | -$3,947.49 | -0.75% |
Scott Highmark Mosaic Family Wealth Partners LLC | 38,035 | $2.22M | $2.21M | -$9,805.77 | -0.44% |
Stephen K. Hassell Hassell Wealth Management LLC | 85,552 | $4.99M | $4.97M | -$15,583.4 | -0.31% |
| KLM Kate L. Miller STAR Financial Bank | 5,138 | $299,032 | $298,363.66 | -$668.34 | -0.22% |
Jeffrey Rosenthal Viawealth LLC | 10,896 | $632,616.61 | $632,185.92 | -$430.69 | -0.07% |
Lee McGowan Monument Group Wealth Advisors LLC | 1,611 | $93,969.68 | $93,599.1 | -$370.58 | -0.39% |
Ira Ravitz Beverly Hills Private Wealth LLC | 169,625 | $9.91M | $9.85M | -$57,385.49 | -0.58% |
Jeffrey Steele Silverlake Wealth Management LLC | 17,466 | $1.02M | $1.01M | -$7,305.02 | -0.71% |
Jill Batley Gateway Wealth Partners LLC | 12,978 | $759,710 | $754,021.77 | -$5,688.23 | -0.75% |
| RT Ruth Thortvedt Cravens & Co. Advisors LLC | 141,789 | $8.22M | $8.24M | $13,107.39 | 0.16% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 46,700 | $2.73M | $2.71M | -$16,189.35 | -0.59% |
Benjamin Cannon Tillman Hartley LLC | 71,938 | $4.16M | $4.18M | $14,992.8 | 0.36% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 6,904 | $404,558.43 | $401,122.39 | -$3,436.04 | -0.85% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 8,701 | $502,505.74 | $505,528.08 | $3,022.34 | 0.6% |
| PIL PFG Investments LLC PFG Investments LLC | 22,271 | $1.3M | $1.29M | -$7,477.6 | -0.57% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 95,342 | $5.59M | $5.53M | -$62,887.04 | -1.12% |
| CWL Channel Wealth LLC Channel Wealth LLC | 8,659 | $506,898 | $503,087.88 | -$3,810.12 | -0.75% |
Brian Glas Noble Family Wealth, LLC | 7,989 | $469,586.82 | $464,160.88 | -$5,425.94 | -1.16% |
| MN Mark Neitzel M1 Capital Management LLC | 5,555 | $326,667.19 | $322,634.4 | -$4,032.79 | -1.23% |