| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Russell Mohberg Regatta Capital Group LLC | 5,353 | $282,852.52 | $279,319.54 | -$3,532.98 | -1.25% |
Courtney Lawson Autumn Glory Partners LLC | 117,430 | $6.16M | $6.13M | -$31,742.76 | -0.52% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,498 | $79,079.37 | $78,128.19 | -$951.18 | -1.2% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 431,370 | $22.66M | $22.51M | -$146,542.95 | -0.65% |
Christopher Clancy Global Wealth Strategies & Associates | 267,361 | $13.95M | $13.95M | $5,027.46 | 0.04% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 11,287 | $594,120.82 | $588,673.48 | -$5,447.34 | -0.92% |
Dalila Toledo Ascent Group LLC | 327,525 | $17.22M | $17.08M | -$132,412.28 | -0.77% |
| EM Erin Mccann Simplicity Wealth LLC | 48,631 | $2.57M | $2.54M | -$33,203.81 | -1.29% |
| PO Patrick O'Connell Security Financial Services Inc. | 112,588 | $5.93M | $5.86M | -$77,214.22 | -1.3% |
Michael Byun SageView Advisory Group LLC | 1,599 | $84,380 | $83,403.84 | -$976.16 | -1.16% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 6,608 | $344,193 | $344,640.24 | $447.24 | 0.13% |
Brian Levy West Wealth Group LLC | 48,351 | $2.54M | $2.52M | -$22,693.06 | -0.89% |
| CMD Chris M. Denholm Objective Capital Management LLC | 4,044 | $213,874.9 | $210,920.08 | -$2,954.82 | -1.38% |
Candice Gilman Sofi Wealth LLC | 64,122 | $3.36M | $3.34M | -$15,886.61 | -0.47% |
Mary Casey O'Dell Dixon Lanham O'Dell & Company Inc. | 1.34M | $70.94M | $69.74M | -$1.2M | -1.7% |
| MT Michael Topley Lansing Street Advisors | 61,164 | $3.22M | $3.19M | -$33,384.32 | -1.04% |
Mark Fiskio Empirical Asset Management LLC | 9,459 | $500,544.45 | $493,381.44 | -$7,163.01 | -1.43% |
| TG Timothy Gerlach Novem Group | 5,458 | $283,408 | $284,689.28 | $1,281.28 | 0.45% |
Amanda Hawley Atria Wealth Solutions Inc. | 114,472 | $6.08M | $5.97M | -$103,760.56 | -1.71% |
| ED Eric Dahm Range Financial Group LLC | 43,870 | $2.31M | $2.28M | -$24,903.75 | -1.08% |