| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kyle P. Smith NewEdge Wealth LLC | 26,923 | $1.34M | $1.33M | -$12,113.57 | -0.9% |
Chris Williams Applied Capital LLC | 41,146 | $2.05M | $2.04M | -$9,840.58 | -0.48% |
John Mezzasalma Mezzasalma Advisors LLC | 6,353 | $316,252.34 | $314,632.32 | -$1,620.02 | -0.51% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 21,130 | $1.05M | $1.05M | -$6,022.05 | -0.57% |
| TCL Therese C.D. Linden Bank of New Hampshire | 1,033 | $51,430.62 | $51,138.66 | -$291.96 | -0.57% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 68,716 | $3.42M | $3.4M | -$19,735.1 | -0.58% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 5,620 | $278,864.4 | $278,330.5 | -$533.9 | -0.19% |
Robert Tutela Essex LLC | 6,547 | $324,403.85 | $324,240.17 | -$163.68 | -0.05% |
Bobby Adusumilli SJS Investment Consulting Inc. | 4,713 | $232,942.19 | $233,199.24 | $257.05 | 0.11% |
David Spratt Badgley Phelps Wealth Managers LLC | 5,915 | $294,915.44 | $292,851.65 | -$2,063.79 | -0.7% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 9,656 | $480,675.68 | $477,827.16 | -$2,848.52 | -0.59% |
Kathleen Halliwell DMKC Advisory Services LLC | 817,806 | $40.71M | $40.49M | -$224,929.87 | -0.55% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 49 | $2,438.24 | $2,425.01 | -$13.23 | -0.54% |
William Reid Culp III TAGStone Capital Inc. | 5,738 | $284,258.67 | $284,088.38 | -$170.29 | -0.06% |
Li Peng China Universal Asset Management Co. Ltd. | 5,600 | $278,768 | $277,228 | -$1,540 | -0.55% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 11,650 | $579,962.15 | $576,966.25 | -$2,995.9 | -0.52% |
Patrick Severson TrueWealth Financial Partners | 40,967 | $2.04M | $2.03M | -$11,388.83 | -0.56% |
Jonathan Yarger Yarger Wealth Strategies LLC | 16,274 | $810,282.46 | $805,794.09 | -$4,488.37 | -0.55% |
Dave Reichert Echo45 Advisors LLC | 10,359 | $515,463.84 | $512,615.11 | -$2,848.73 | -0.55% |
Clint Dunn Beaird Harris Wealth Management LLC | 10,191 | $503,915.04 | $504,556.41 | $641.37 | 0.13% |