| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffrey Gilbert Balboa Wealth Partners | 16,219 | $850,697.19 | $846,226.32 | -$4,470.87 | -0.53% |
Angela Cox W Advisors LLC | 7,234 | $379,788.85 | $377,433.95 | -$2,354.9 | -0.62% |
| VC Vito Collacuro Sutton Place Investors LLC | 11,314 | $597,435.9 | $590,307.95 | -$7,127.95 | -1.19% |
Lori Fernicola Castle Wealth Management LLC | 112,224 | $5.89M | $5.86M | -$38,646.55 | -0.66% |
| WC William Cantus Pacific Sage Partners LLC | 1.17M | $62.28M | $61.21M | -$1.07M | -1.72% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 33,830 | $1.76M | $1.76M | $7,943.95 | 0.45% |
Mark Mowrey Signature Resources Capital Management LLC | 26,509 | $1.4M | $1.38M | -$17,980.98 | -1.28% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 148,581 | $7.75M | $7.75M | $2,760.43 | 0.04% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 11,235 | $596,135.69 | $586,186.12 | -$9,949.57 | -1.67% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 107,027 | $5.71M | $5.58M | -$123,955.3 | -2.17% |
Jill Grimes Centurion Wealth Management LLC | 55,833 | $2.98M | $2.91M | -$63,972.33 | -2.15% |
Bert D. Barre Colonial Trust Co. / SC | 4,419 | $233,408.81 | $230,517.13 | -$2,891.68 | -1.24% |
| RSL Richard S. Levenson Western Financial Corp./CA | 4,374 | $232,971.16 | $228,169.71 | -$4,801.45 | -2.06% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 34,608 | $1.83M | $1.81M | -$24,560.07 | -1.34% |
| VL Victoria Latham Fiduciary Alliance LLC | 8,171 | $433,579.54 | $426,240.21 | -$7,339.33 | -1.69% |
Jessica Thayer Unique Wealth LLC | 150,925 | $7.98M | $7.87M | -$111,476.6 | -1.4% |
Belena Vincetti Fortis Capital Advisors LLC | 19,301 | $1.01M | $1.01M | -$8,027.31 | -0.79% |
| NJL Nelson J. Lam LAM GROUP Inc. | 6,805 | $357,776.83 | $355,050.87 | -$2,725.96 | -0.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 2,727 | $143,918.17 | $142,253.95 | -$1,664.22 | -1.16% |
| SS Stephen Smith Kestra Investment Management LLC | 1.84M | $95.98M | $95.79M | -$194,540.39 | -0.2% |