| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 25,721 | $2.53M | $2.52M | -$6,857.1 | -0.27% |
| EL Edward Lowndes Angeles Wealth Management LLC | 1,514 | $151,372.24 | $148,455.27 | -$2,916.97 | -1.93% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 16,522 | $1.64M | $1.62M | -$21,320.71 | -1.3% |
Angela Cox W Advisors LLC | 3,605 | $352,820.55 | $353,488.27 | $667.72 | 0.19% |
Kevin Zemann WealthPlan Investment Management LLC | 231,674 | $23.07M | $22.72M | -$353,961.42 | -1.53% |
Benjamin Cauley Carr Financial Group Corp. | 12,619 | $1.25M | $1.24M | -$10,079.61 | -0.81% |
| JR James Rukstalis ESG Planning DBA Harper Investing | 3,792 | $380,122.84 | $371,824.56 | -$8,298.28 | -2.18% |
| DWC David W. Chenet Presidio Capital Management LLC | 15,871 | $1.55M | $1.56M | $11,019.04 | 0.71% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 19,648 | $1.93M | $1.93M | -$4,419.36 | -0.23% |
John DeMarco Trajan Wealth LLC | 1.31M | $128.81M | $128.62M | -$193,021.78 | -0.15% |
| TD Tom Deck Bricktown Capital LLC | 556,727 | $54.44M | $54.56M | $116,594.78 | 0.21% |
| MK Malinda Khauv Cercano Management LLC | 99,128 | $9.61M | $9.72M | $114,492.84 | 1.19% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,290 | $126,755.16 | $126,729.6 | -$25.56 | -0.02% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 20,371 | $2.02M | $2M | -$25,664.29 | -1.27% |
| JG John Ginter Callan Family Office LLC | 3,705 | $369,923.3 | $363,293.77 | -$6,629.53 | -1.79% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 2,908 | $294,077.7 | $284,984 | -$9,093.7 | -3.09% |
David Hunter Horizons Wealth Management | 13,494 | $1.34M | $1.32M | -$20,469.34 | -1.52% |
Anita Woodhouse V-Square Quantitative Management LLC | 1.27M | $126.77M | $124.46M | -$2.32M | -1.83% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 45 | $4,566.22 | $4,410.45 | -$155.77 | -3.41% |
Mariana Coli Dunhill Financial LLC | 7,867 | $778,823.25 | $771,044.67 | -$7,778.58 | -1% |