| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 29,031 | $603,556 | $600,651.39 | -$2,904.61 | -0.48% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 10,052 | $204,859.66 | $207,975.88 | $3,116.22 | 1.52% |
| BG Becki Goebel TCP Asset Management LLC | 12,413 | $258,066 | $256,824.97 | -$1,241.03 | -0.48% |
Walter J. West Milestone Asset Management LLC | 10,405 | $216,336 | $215,279.45 | -$1,056.55 | -0.49% |
| NH Nathaniel Holden Core Wealth Partners LLC | 36,034 | $749,147 | $745,543.46 | -$3,603.54 | -0.48% |
| SM Sarah Moore BOS Asset Management LLC | 315,365 | $6.56M | $6.52M | -$31,536.15 | -0.48% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 78,110 | $1.62M | $1.62M | -$7,808.1 | -0.48% |
Scott Boyce Decker Retirement Planning Inc. | 417 | $8,669 | $8,627.73 | -$41.27 | -0.48% |
Ted Fischer FISCHER INVESTMENT STRATEGIES, LLC | 464,467 | $9.66M | $9.61M | -$46,446.79 | -0.48% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 58,821 | $1.22M | $1.22M | -$5,882.51 | -0.48% |
Andrew Agosta Prosperity Financial Group, Inc. | 84,731 | $1.76M | $1.75M | -$2,319.38 | -0.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 144,394 | $3M | $2.99M | -$14,445.15 | -0.48% |
Anthony Moeller MN Wealth Advisors, LLC | 17,608 | $366,085 | $364,309.52 | -$1,775.48 | -0.48% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 348,601 | $7.25M | $7.21M | -$34,903.33 | -0.48% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 542,065 | $11.23M | $11.22M | -$14,756.42 | -0.13% |
Andrea Butler Sequent Planning LLC | 112,504 | $2.34M | $2.33M | -$5,629.04 | -0.24% |
Chandler te Velde Maia Wealth LLC | 47,118 | $967,946.93 | $974,871.42 | $6,924.49 | 0.72% |
Michael Herman Apollon Financial, LLC | 13,991 | $290,872 | $289,473.79 | -$1,398.21 | -0.48% |
Jonathan Chatfield LM Advisors LLC | 25,300 | $526,000 | $524,216 | -$1,784 | -0.34% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 15,656 | $320,444.24 | $323,922.64 | $3,478.4 | 1.09% |