| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 164 | $7,207.8 | $7,289.8 | $82 | 1.14% |
| JS Jeffrey Schropp POTOMAC FUND MANAGEMENT Inc. /ADV | 662,900 | $29.78M | $29.51M | -$265,160 | -0.89% |
| JP Jeff Pearson ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE Corp. | 9.43M | $411.46M | $418.97M | $7.51M | 1.83% |
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 8,543 | $383,755 | $379,744.89 | -$4,010.11 | -1.04% |
Andrew Endelman Independent Wealth Network Inc. | 14,755 | $657,777.9 | $655,874.5 | -$1,903.4 | -0.29% |
Arthur Garcia Atlas Financial Advisors Inc. | 8,617 | $359,156.56 | $383,034.27 | $23,877.71 | 6.65% |
Rachel Faulk Cape Investment Advisory Inc. | 46 | $2,066 | $2,044.75 | -$21.25 | -1.03% |
Stephen Smith Kestra Investment Management LLC | 879,172 | $39M | $39.08M | $77,184.69 | 0.2% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 75,495 | $3.23M | $3.36M | $129,743.07 | 4.02% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,415 | $62,034.96 | $62,917.97 | $883.01 | 1.42% |
Daniel Dorval DORVAL Corp | 326,139 | $14.33M | $14.5M | $165,432.56 | 1.15% |
Chris Chatto Encompass More Asset Management | 42,470 | $1.86M | $1.89M | $32,701.99 | 1.76% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 30,549 | $1.29M | $1.36M | $63,922.38 | 4.94% |
| AWL Alteri Wealth LLC Alteri Wealth LLC | 14,530 | $639,706.69 | $645,873.03 | $6,166.34 | 0.96% |
North Forty Two & Co. North Forty Two & Co. | 8,675 | $389,681 | $385,612.42 | -$4,068.58 | -1.04% |
| RFL Rossby Financial LLC Rossby Financial LLC | 598 | $26,228 | $26,581.7 | $353.7 | 1.35% |
Invested Advisors Invested Advisors | 5,377 | $239,566.89 | $239,013.03 | -$553.86 | -0.23% |