| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 56,168 | $4.38M | $4.28M | -$98,808.91 | -2.25% |
Heck Capital Advisors LLC Heck Capital Advisors LLC | 22,623 | $1.75M | $1.73M | -$27,505.72 | -1.57% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 292,988 | $22.65M | $22.37M | -$276,716.15 | -1.22% |
| DCL Dahring | Cusmano LLC Dahring | Cusmano LLC | 35,188 | $2.73M | $2.69M | -$43,092.6 | -1.58% |
| LIL LifeGoal Investments LLC LifeGoal Investments LLC | 3,219 | $250,928.19 | $245,802.84 | -$5,125.35 | -2.04% |
| SC Shawn Clark Accredited Wealth Management LLC | 8,501 | $666,190.13 | $649,136.36 | -$17,053.77 | -2.56% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 21,411 | $1.66M | $1.64M | -$25,798.39 | -1.55% |
| BWL Balance Wealth LLC Balance Wealth LLC | 206,733 | $16.12M | $15.79M | -$338,745.76 | -2.1% |
| LC Leslie Childs MB Levis & Associates LLC | 112 | $8,575.68 | $8,552.32 | -$23.36 | -0.27% |
John R. Hanahan Yukon Wealth Management Inc. | 4,988 | $388,065 | $381,182.96 | -$6,882.04 | -1.77% |
Molly Wheeler Burk Holdings LLC | 993 | $77,018.23 | $75,841.27 | -$1,176.96 | -1.53% |
Matthew Jenkins GatePass Capital LLC | 8,026 | $622,623 | $612,865.36 | -$9,757.64 | -1.57% |