| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gery Sadzewicz Forum Private Client Group LLC | 3,919 | $299,682.65 | $295,962.88 | -$3,719.77 | -1.24% |
Samantha Pierangeli City State Bank | 188,143 | $14.34M | $14.21M | -$132,042.09 | -0.92% |
Christopher Pelch Vance Wealth LLC | 7,148 | $543,567.84 | $540,388.8 | -$3,179.04 | -0.58% |
Mark Perrault Intergy Private Wealth LLC | 92,231 | $7.4M | $6.97M | -$428,921.28 | -5.8% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 5,426 | $417,443.8 | $410,205.6 | -$7,238.2 | -1.73% |
Sue Cox BetterWealth LLC | 521,246 | $39.27M | $39.37M | $108,643.27 | 0.28% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,164 | $175,152.98 | $163,468.56 | -$11,684.42 | -6.67% |
| LWL Leo Wealth LLC Leo Wealth LLC | 4,307 | $335,438.23 | $325,350.78 | -$10,087.45 | -3.01% |
Marc H. Stone Tyler-Stone Wealth Management | 2,963 | $226,876.91 | $223,825.02 | -$3,051.89 | -1.35% |
Dalila Toledo Ascent Group LLC | 16,421 | $1.26M | $1.24M | -$16,913.63 | -1.35% |
Patrick O'Connell Security Financial Services Inc. | 16,272 | $1.23M | $1.23M | -$2,289.35 | -0.19% |
Jason DeBerry BancFirst Trust & Investment Management | 38,261 | $3.09M | $2.89M | -$201,737.8 | -6.52% |
Michael Byun SageView Advisory Group LLC | 8,715 | $682,915.43 | $659,812.65 | -$23,102.78 | -3.38% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 17,133 | $1.32M | $1.3M | -$19,954.14 | -1.51% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 5,931 | $450,611.89 | $448,027.74 | -$2,584.15 | -0.57% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 4,066 | $298,769.68 | $307,145.64 | $8,375.96 | 2.8% |
Jaimie Palmer Beacon Capital Management LLC | 2,744 | $211,781.44 | $207,281.76 | -$4,499.68 | -2.12% |
Adam Grossman Mayport LLC | 8,870 | $684,542.44 | $671,547.7 | -$12,994.74 | -1.9% |
| DW Darren Woolson Asset Allocation Strategies LLC | 11,112 | $836,156.9 | $840,067.2 | $3,910.3 | 0.47% |
Timothy Dempsey DHK Financial Advisors Inc. | 9,950 | $761,871.5 | $751,623 | -$10,248.5 | -1.35% |