| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 28,960 | $2.83M | $2.76M | -$66,007.38 | -2.33% |
Victoria Latham Fiduciary Alliance LLC | 2,219 | $209,749 | $211,526.17 | $1,777.17 | 0.85% |
| RDL Rodrigo De La Garza Summa Corp. | 8,550 | $842,493 | $816,097.5 | -$26,395.5 | -3.13% |
Kellie Borror Daner Wealth Management LLC | 2,280 | $225,743.29 | $217,557.6 | -$8,185.69 | -3.63% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 54,522 | $5.34M | $5.19M | -$143,069.97 | -2.68% |
Loni Adams Daymark Wealth Partners LLC | 18,516 | $1.8M | $1.77M | -$32,370.45 | -1.8% |
Jessica Thayer Unique Wealth LLC | 336,371 | $33.19M | $32.08M | -$1.1M | -3.32% |
Stephen Cheifetz Kades & Cheifetz LLC | 52,214 | $5.06M | $4.98M | -$80,888.1 | -1.6% |
Brian Matter Creative Capital Management Investments LLC | 3,716 | $360,080.4 | $354,562.14 | -$5,518.26 | -1.53% |
Erik Brenner Hilltop Partners LLC | 4,423 | $433,731.15 | $422,507.07 | -$11,224.08 | -2.59% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,931 | $277,858.14 | $279,558.78 | $1,700.64 | 0.61% |
Christopher Casanega Sharper & Granite LLC | 62,648 | $6.16M | $5.98M | -$188,726.45 | -3.06% |
Belena Vincetti Fortis Capital Advisors LLC | 81,785 | $8.12M | $7.79M | -$327,049 | -4.03% |
Adam Laibson Mainsail Financial Group LLC | 17,698 | $1.74M | $1.69M | -$47,401.12 | -2.73% |
Sheryl Stephens Stephens Consulting LLC | 1,288 | $125,610.38 | $122,772.16 | -$2,838.22 | -2.26% |
Dennis Wallace Fortune Financial Advisors LLC | 2,271 | $225,442 | $216,937.27 | -$8,504.73 | -3.77% |
| BG Becki Goebel TCP Asset Management LLC | 183,413 | $18.05M | $17.52M | -$535,440.57 | -2.97% |
| BP Brett Pohl Kingdom Financial Group LLC | 9,200 | $918,877.69 | $877,726 | -$41,151.69 | -4.48% |
Stephen Smith Kestra Investment Management LLC | 4,545 | $449,859 | $433,161.22 | -$16,697.78 | -3.71% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 8,711 | $857,776.57 | $832,118.27 | -$25,658.3 | -2.99% |