| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy M. Bidwell Hazlett, BURT & WATSON Inc. | 150 | $11,476.5 | $11,404.5 | -$72 | -0.63% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 65,487 | $5.02M | $4.99M | -$30,750.08 | -0.61% |
Daniel L. Lippincott Karpus Management Inc. | 21,000 | $1.61M | $1.6M | -$7,665 | -0.48% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 7,285 | $555,772.87 | $555,590.52 | -$182.35 | -0.03% |
| YA Yinka Akinsola Blue Trust Inc. | 25,388 | $1.93M | $1.93M | -$2,640.58 | -0.14% |
James D. King Lindenwold Advisors Inc. | 23,075 | $1.76M | $1.75M | -$7,911.52 | -0.45% |
William Reid Culp III TAGStone Capital Inc. | 3,066 | $234,579.66 | $233,567.88 | -$1,011.78 | -0.43% |
Clint Dunn Beaird Harris Wealth Management LLC | 74,692 | $5.71M | $5.68M | -$30,211.21 | -0.53% |
John Gorlow Cardiff Park Advisors LLC | 2,850 | $218,595 | $217,355.25 | -$1,239.75 | -0.57% |
Allison Tronnes Forum Financial Management LP | 6,567 | $502,441.17 | $499,289 | -$3,152.17 | -0.63% |
Dalila Toledo Ascent Group LLC | 4,122 | $314,992.02 | $313,395.66 | -$1,596.36 | -0.51% |
| KB Kimberly Byrne Bill Few Associates Inc. | 2,730 | $208,872.3 | $207,561.9 | -$1,310.4 | -0.63% |
Jim Clark Worth Asset Management LLC | 4,614 | $353,017.14 | $350,802.42 | -$2,214.72 | -0.63% |
Holly Skipper Verum Partners LLC | 23,102 | $1.75M | $1.76M | $2,630.23 | 0.15% |
Stephen Smith Kestra Investment Management LLC | 139,319 | $10.68M | $10.58M | -$94,736.95 | -0.89% |
Jeffrey Hanson Breakwater Capital Group | 8,864 | $678,358.06 | $673,929.91 | -$4,428.15 | -0.65% |
Scott Highmark Mosaic Family Wealth Partners LLC | 126,587 | $9.69M | $9.61M | -$72,933.85 | -0.75% |
David Gutierrez Gutierrez Wealth Advisory LLC | 6,658 | $505,921.14 | $506,207.73 | $286.59 | 0.06% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,621 | $276,247 | $275,304.63 | -$942.37 | -0.34% |
| MWS MFA Wealth Services MFA Wealth Services | 14,082 | $1.07M | $1.07M | $1,974.8 | 0.18% |