| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Larry Herold Herold Advisors Inc. | 5,205 | $339,858.7 | $331,714.65 | -$8,144.05 | -2.4% |
| ED Eric Duncan NorthCrest Asset Manangement LLC | 8,605 | $556,141.15 | $553,903.85 | -$2,237.3 | -0.4% |
Bobby Adusumilli SJS Investment Consulting Inc. | 142 | $9,594.94 | $9,151.9 | -$443.04 | -4.62% |
Kea Molnar Cromwell Holdings LLC | 51 | $3,365.8 | $3,298.42 | -$67.38 | -2% |
| LR Lisa Rolon Fifth Third Wealth Advisors LLC | 6,649 | $392,581.61 | $431,453.61 | $38,872 | 9.9% |
Bradley W. Clark Paladin Advisory Group LLC | 220 | $16,680.4 | $14,020.6 | -$2,659.8 | -15.95% |
Joseph Allaria CarsonAllaria Wealth Management Ltd. | 5,425 | $396,147.81 | $351,350.12 | -$44,797.69 | -11.31% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 16,933 | $1.16M | $1.09M | -$68,678.51 | -5.92% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,386 | $84,788.02 | $88,094.16 | $3,306.14 | 3.9% |
| MC Mike Clark Cassady Schiller Wealth Management LLC | 1 | $54.48 | $64.63 | $10.15 | 18.63% |
Candace Cavalier Congress Wealth Management LLC / DE / | 9,144 | $576,931.11 | $591,296.76 | $14,365.65 | 2.49% |
| WFS Widmann Financial Services Inc. Widmann Financial Services Inc. | 4,618 | $361,550.54 | $293,520.08 | -$68,030.46 | -18.82% |
Taylor Jobe MKT Advisors LLC | 4,494 | $360,016.51 | $285,638.64 | -$74,377.87 | -20.66% |
Sara S. Alexander Sonora Investment Management Group LLC | 182,282 | $12.89M | $11.59M | -$1.31M | -10.13% |
Kimberly Foster Laraway Financial Advisors Inc. | 9,251 | $587,775.45 | $587,993.56 | $218.11 | 0.04% |
Clint Dunn Beaird Harris Wealth Management LLC | 3 | $193.08 | $195.16 | $2.08 | 1.08% |
Penny A. Phillips Journey Strategic Wealth LLC | 3,833 | $260,490.68 | $248,723.37 | -$11,767.31 | -4.52% |
Ana-Maria Ignat Covestor Ltd | 318 | $20,001.69 | $20,495.1 | $493.41 | 2.47% |
Stefan Demuth Ameliora Wealth Management Ltd. | 230 | $15,715.9 | $14,657.9 | -$1,058 | -6.73% |
Sean Reitenbach Prosperity Consulting Group LLC | 9,886 | $669,572.47 | $628,354.16 | -$41,218.31 | -6.16% |