| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 39,183 | $3.88M | $3.85M | -$35,398.15 | -0.91% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 2,055 | $203,605.05 | $201,801 | -$1,804.05 | -0.89% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 174,670 | $16.97M | $17.15M | $186,051.05 | 1.1% |
Benjamin Cannon Tillman Hartley LLC | 66,765 | $6.57M | $6.56M | -$16,759.3 | -0.25% |
Charles Mattingly Leading Edge Financial Planning LLC | 2,293 | $227,596 | $225,172.6 | -$2,423.4 | -1.06% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 153,314 | $15.04M | $15.06M | $13,976.27 | 0.09% |
| PW Pavin White 25 LLC | 3,391 | $335,300.08 | $332,996.2 | -$2,303.88 | -0.69% |
Lison Couture iA Global Asset Management Inc. | 846,258 | $84.08M | $83.1M | -$976,095.75 | -1.16% |
Andrew Brady Brady Family Wealth LLC | 7,971 | $785,869.01 | $782,752.2 | -$3,116.81 | -0.4% |
Ann Reilley Alpha Financial Advisors LLC | 12,336 | $1.21M | $1.21M | -$3,484.56 | -0.29% |
| CPR Consolidated Portfolio Review Corp Consolidated Portfolio Review Corp | 3,543 | $351,457.64 | $347,922.6 | -$3,535.04 | -1.01% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 2,940 | $294,735 | $288,708 | -$6,027 | -2.04% |
| PIL PFG Investments LLC PFG Investments LLC | 48,198 | $4.76M | $4.73M | -$23,059.06 | -0.48% |
| JC Jared Calvert Buck Wealth Strategies LLC | 406,755 | $40.1M | $39.94M | -$158,320.44 | -0.39% |
| NR Nicole Renaux Pioneer Wealth Management Group | 4,555 | $450,854 | $447,301 | -$3,553 | -0.79% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 286 | $28,437.72 | $28,085.2 | -$352.52 | -1.24% |
| JW Jacqueline Washburn Vawter Financial Ltd. | 17,823 | $1.79M | $1.75M | -$36,350.71 | -2.03% |
Brian Glas Noble Family Wealth, LLC | 9,861 | $981,682.68 | $968,350.2 | -$13,332.48 | -1.36% |
| MN Mark Neitzel M1 Capital Management LLC | 9,478 | $936,943.14 | $930,739.6 | -$6,203.54 | -0.66% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 44,201 | $4.36M | $4.34M | -$17,413.76 | -0.4% |