| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 19,636 | $995,069.64 | $952,444.18 | -$42,625.46 | -4.28% |
Katherine Andersen Western Pacific Wealth Management LP | 159 | $7,953.35 | $7,729.78 | -$223.57 | -2.81% |
Jason Whitby Stone Summit Wealth LLC | 13,040 | $656,716.48 | $632,001.86 | -$24,714.62 | -3.76% |
| BWS BCR Wealth Strategies LLC BCR Wealth Strategies LLC | 8,130 | $405,605.7 | $394,345.65 | -$11,260.05 | -2.78% |
| HKP Holly Kathleen Pizzi Leverty Financial Group LLC | 4,306 | $215,674.26 | $208,117.59 | -$7,556.67 | -3.5% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 347 | $17,395.11 | $16,827.76 | -$567.35 | -3.26% |
| CC Cortney Cost Kraft Asset Management LLC | 17,446 | $882,610.8 | $846,305.46 | -$36,305.34 | -4.11% |
Clint Dunn Beaird Harris Wealth Management LLC | 875,617 | $44.03M | $42.45M | -$1.58M | -3.58% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 110,476 | $5.58M | $5.37M | -$209,273.04 | -3.75% |
Penny A. Phillips Journey Strategic Wealth LLC | 33,708 | $1.69M | $1.64M | -$51,085.31 | -3.03% |
Tyler Glazier New Millennium Group LLC | 1,841 | $90,337.03 | $89,261.81 | -$1,075.22 | -1.19% |
Caroline Jankowski Operose Advisors LLC | 9,030 | $456,737.4 | $437,684.1 | -$19,053.3 | -4.17% |
Joshua Moeller Hill Island Financial LLC | 5,623 | $281,671.56 | $269,960.22 | -$11,711.34 | -4.16% |
Ana-Maria Ignat Covestor Ltd | 2,156 | $107,502.37 | $103,595.8 | -$3,906.57 | -3.63% |
Kathryn Brown Morton Brown Family Wealth LLC | 81,696 | $3.89M | $3.96M | $73,379.85 | 1.89% |
Lonny Elfenbein West Michigan Advisors LLC | 10,594 | $561,660.92 | $513,650.09 | -$48,010.83 | -8.55% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 5,752 | $282,138.36 | $278,972 | -$3,166.36 | -1.12% |
John Gorlow Cardiff Park Advisors LLC | 182,122 | $9.03M | $8.83M | -$194,521.72 | -2.16% |
Kelly Kaczmarczyk Dravo Bay LLC | 139,649 | $6.95M | $6.79M | -$164,021.08 | -2.36% |
Kathleen Thornhill Confluence Wealth Services Inc. | 7,464 | $377,529.12 | $361,742.76 | -$15,786.36 | -4.18% |