| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GS Gery Sadzewicz Forum Private Client Group LLC | 42,458 | $4.21M | $4.17M | -$46,703.8 | -1.11% |
| SP Samantha Pierangeli City State Bank | 74,282 | $7.29M | $7.3M | $8,621.17 | 0.12% |
| MS Michael Schneck Gridiron Partners LLC | 467,661 | $46.32M | $45.9M | -$423,025.1 | -0.91% |
| MH Michael Hackman HFG Advisors Inc. | 3,044 | $304,034.72 | $298,403.32 | -$5,631.4 | -1.85% |
| YR Yarenis Rodriguez Pursue Wealth Partners LLC | 2,381 | $239,860.02 | $233,695.15 | -$6,164.87 | -2.57% |
| WTM W. Travis McKinney HB Wealth Management LLC | 121,691 | $12.02M | $11.93M | -$93,493.04 | -0.78% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 5,163 | $504,821.43 | $507,006.6 | $2,185.17 | 0.43% |
Mark Perrault Intergy Private Wealth LLC | 38,280 | $3.81M | $3.76M | -$52,120.84 | -1.37% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 41,594 | $4.08M | $4.08M | $1,174.44 | 0.03% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 142,343 | $14.42M | $13.95M | -$461,191.32 | -3.2% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 182,171 | $18.4M | $17.85M | -$546,608.28 | -2.97% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,466 | $1.04M | $1.03M | -$16,446.12 | -1.58% |
| WJ William Jollie Quent Capital LLC | 114 | $11,386.32 | $11,174.85 | -$211.47 | -1.86% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 4,844 | $481,211.57 | $474,687.78 | -$6,523.79 | -1.36% |
Marc H. Stone Tyler-Stone Wealth Management | 12,232 | $1.23M | $1.2M | -$32,070.13 | -2.61% |
Dalila Toledo Ascent Group LLC | 437,958 | $44.6M | $42.93M | -$1.67M | -3.75% |
| EM Erin Mccann Simplicity Wealth LLC | 53,109 | $5.26M | $5.2M | -$57,322.15 | -1.09% |
| PO Patrick O'Connell Security Financial Services Inc. | 18,816 | $1.85M | $1.84M | -$5,109.87 | -0.28% |
Michael Byun SageView Advisory Group LLC | 3.62M | $364.36M | $355.22M | -$9.14M | -2.51% |
Kristofer Gray Integrity Financial Corp. /WA | 1,267 | $126,547.96 | $124,159.66 | -$2,388.3 | -1.89% |