| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 5,470 | $272,077.86 | $272,187.2 | $109.34 | 0.04% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 400 | $19,995.29 | $19,840 | -$155.29 | -0.78% |
Bill Ryan Manhattan West Asset Management LLC | 67,104 | $3.38M | $3.34M | -$43,645.08 | -1.29% |
Candace Cavalier Congress Wealth Management LLC / DE / | 108,499 | $5.24M | $5.38M | $143,114.24 | 2.73% |
Kevin Siebert Atmos Advisory LLC | 447,264 | $22.51M | $22.18M | -$328,193.39 | -1.46% |
cullen roche Orcam Financial Group | 4,120 | $219,522.48 | $205,011.2 | -$14,511.28 | -6.61% |
Nicholas Shaheen FSA Advisors Inc. | 11,473 | $579,194 | $571,584.86 | -$7,609.14 | -1.31% |
Barry Oliver Capital Performance Advisors LLP | 303,646 | $15.15M | $15.11M | -$40,814.97 | -0.27% |
Jennifer Scott Scott Capital Advisors LLC | 25,459 | $1.28M | $1.26M | -$14,652.63 | -1.15% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 7,159 | $358,466.84 | $356,231.84 | -$2,235 | -0.62% |
Kristie R. Furseth Bowman & Co S.C. | 110,795 | $5.51M | $5.5M | -$15,056.65 | -0.27% |
Andrew Miller OLIO Financial Planning | 85,515 | $4.25M | $4.24M | -$8,340.9 | -0.2% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 204,877 | $10.83M | $10.16M | -$666,199.54 | -6.15% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 19,636 | $995,069.64 | $973,945.6 | -$21,124.04 | -2.12% |
Katherine Andersen Western Pacific Wealth Management LP | 159 | $7,953.35 | $7,919.79 | -$33.56 | -0.42% |
Jason Whitby Stone Summit Wealth LLC | 34,644 | $1.74M | $1.72M | -$20,687.66 | -1.19% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 8,130 | $405,605.7 | $403,248 | -$2,357.7 | -0.58% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 5,974 | $299,291.1 | $296,310.4 | -$2,980.7 | -1% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 347 | $17,395.11 | $17,211.2 | -$183.91 | -1.06% |
| CC Cortney Cost Kraft Asset Management LLC | 17,446 | $882,610.8 | $865,321.6 | -$17,289.2 | -1.96% |