| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SC Salvatore Cocivera Cora Capital Advisors LLC | 10,602 | $271,288.17 | $268,548.66 | -$2,739.51 | -1.01% |
Kelly Christopher Significant Wealth Partners LLC | 47,774 | $1.19M | $1.21M | $19,119.2 | 1.6% |
Jesse Haller Compass Financial Group Inc./SD | 30,814 | $666,757.21 | $779,902.34 | $113,145.13 | 16.97% |
| MV Moises Valladares Insigneo Advisory Services LLC | 29,397 | $733,749.12 | $744,038.07 | $10,288.95 | 1.4% |
Kyle Moore Quarry Hill Advisors LLC | 10,000 | $257,000 | $253,100 | -$3,900 | -1.52% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 13,040 | $327,755.48 | $330,042.4 | $2,286.92 | 0.7% |
Kun Gao Sherbrooke Park Advisers LLC | 20,104 | $512,356.7 | $508,832.24 | -$3,524.46 | -0.69% |
Kevin Kroskey True Wealth Design LLC | 57 | $1,448.18 | $1,444.38 | -$3.8 | -0.26% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 34,748 | $885,658.5 | $879,819.36 | -$5,839.14 | -0.66% |
| WPA Wealth Preservation Advisors LLC Wealth Preservation Advisors LLC | 5,000 | $127,000 | $126,600 | -$400 | -0.31% |
Beth Zilka Baron Wealth Management LLC | 13,302 | $332,736.02 | $336,806.64 | $4,070.62 | 1.22% |
Amber Anderson Aspen Wealth Strategies LLC | 28,720 | $733,864.56 | $727,190.4 | -$6,674.16 | -0.91% |
| PIL PFG Investments LLC PFG Investments LLC | 364,625 | $9.31M | $9.23M | -$74,624.7 | -0.8% |
| SB Scott Boyce Decker Retirement Planning Inc. | 5 | $128.5 | $126.7 | -$1.8 | -1.4% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 848 | $21,539.2 | $21,471.36 | -$67.84 | -0.31% |
Alexandra Stickelman Root Financial Partners, LLC | 923 | $23,087.66 | $23,370.36 | $282.7 | 1.22% |
Staci Compagno Portside Wealth Group, LLC | 25,756 | $613,887.72 | $654,459.96 | $40,572.24 | 6.61% |
Courtney Holt Compound Planning, Inc. | 39,465 | $929,477.46 | $999,253.8 | $69,776.34 | 7.51% |
Chad Tobin Slagle Financial, LLC | 365,966 | $9.29M | $9.27M | -$21,486.05 | -0.23% |
John Shanley Aspect Partners, LLC | 335 | $8,472 | $8,488.9 | $16.9 | 0.2% |