| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RR rosemary richard WCG Wealth Advisors LLC | 366,152 | $33.52M | $33.51M | -$13,833.81 | -0.04% |
| YA Yinka Akinsola Blue Trust Inc. | 15,026 | $1.38M | $1.38M | -$2,217.37 | -0.16% |
Jeff Ameen Spire Wealth Management | 63,580 | $5.82M | $5.82M | $921.05 | 0.02% |
| AL Acas LLC Acas LLC | 20,467 | $1.87M | $1.87M | $810.65 | 0.04% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 361,403 | $33.16M | $33.08M | -$79,925.3 | -0.24% |
| RC Rajesh Chelapurath Ceera Investments LLC | 6,730 | $616,017.98 | $615,895.95 | -$122.03 | -0.02% |
Jennifer Easley Gitterman Wealth Management LLC | 424,957 | $39M | $38.89M | -$110,774.5 | -0.28% |
Kyle P. Smith NewEdge Wealth LLC | 8,489 | $778,503.82 | $776,853.01 | -$1,650.81 | -0.21% |
John Ledford FWG Holdings LLC | 125,979 | $11.54M | $11.53M | -$15,117.48 | -0.13% |
Mack, Connie Clarity Financial LLC | 27,673 | $2.54M | $2.53M | -$6,377.13 | -0.25% |
| DM Dipen Mehta Invst LLC | 4,375 | $401,319.33 | $400,378.12 | -$941.21 | -0.23% |
| SMM Shawn M. McHugh WealthTrust Asset Management LLC | 68,294 | $6.25M | $6.25M | -$778.62 | -0.01% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 11,544 | $1.06M | $1.06M | -$1,443 | -0.14% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 311,169 | $28.48M | $28.48M | -$4,399.72 | -0.02% |
| TSR Ted S. Rich RiverTree Advisors LLC | 9,808 | $896,971.68 | $897,558.52 | $586.84 | 0.07% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,775 | $712,795.2 | $711,568 | -$1,227.2 | -0.17% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 441,151 | $40.44M | $40.37M | -$70,883.32 | -0.18% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 25,286 | $2.31M | $2.31M | $773.81 | 0.03% |
| RS Richard Slavik Newbridge Financial Services Group Inc. | 6,992 | $640,727.88 | $639,837.92 | -$889.96 | -0.14% |
Kurt Van Dyken Lifeworks Advisors LLC | 3,117 | $285,655.46 | $285,267.84 | -$387.62 | -0.14% |