| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RD Rodrigo Diaz Plan Group Financial LLC | 19,064 | $389,096 | $390,335.4 | $1,239.4 | 0.32% |
| DP Drew Phillips Fortitude Family Office LLC | 421,787 | $8.84M | $8.64M | -$200,332.44 | -2.27% |
| VL Victoria Latham Fiduciary Alliance LLC | 131,733 | $2.76M | $2.7M | -$58,825.56 | -2.13% |
| NL Nolan Langford Left Brain Wealth Management LLC | 74,214 | $1.56M | $1.52M | -$35,195.93 | -2.26% |
Belena Vincetti Fortis Capital Advisors LLC | 15,804 | $322,560 | $323,665.92 | $1,105.92 | 0.34% |
Bree Pate Olisti Co. Wealth LLC | 2,849 | $59,569.98 | $58,333.27 | -$1,236.71 | -2.08% |
| PL Phong Liao Forge First Asset Management Inc. | 939,600 | $19.86M | $19.24M | -$618,396 | -3.11% |
Bill Scoggins First Citizens Asset Management Inc. | 28,737 | $602,740 | $587,959.02 | -$14,780.98 | -2.45% |
| MV Moises Valladares Insigneo Advisory Services LLC | 36,267 | $757,514.4 | $742,719.15 | -$14,795.25 | -1.95% |
| MR Michael Radoff LGT Financial Advisors LLC | 4,230 | $88,443.4 | $86,609.25 | -$1,834.15 | -2.07% |
| ST Steven Trigili Garden State Investment Advisory Services LLC | 24,320 | $508,126.69 | $498,054.14 | -$10,072.55 | -1.98% |
| SM Sarah Moore BOS Asset Management LLC | 37,868 | $792,317.84 | $775,347.3 | -$16,970.54 | -2.14% |
Jill Batley Gateway Wealth Partners LLC | 26,147 | $533,663 | $535,490.56 | $1,827.56 | 0.34% |
Courtney Holt Compound Planning, Inc. | 10,308 | $210,381 | $211,159.38 | $778.38 | 0.37% |
Shawn Scholz Impact Partnership Wealth, LLC | 108,103 | $2.25M | $2.21M | -$35,811.69 | -1.59% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 9,967 | $203,426 | $204,124.16 | $698.16 | 0.34% |
Bradley H. Owens LJI Wealth Management, LLC | 14,404 | $295,741.39 | $294,921.9 | -$819.49 | -0.28% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 430,169 | $8.87M | $8.8M | -$62,280.81 | -0.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,904 | $722,538.74 | $714,484.88 | -$8,053.86 | -1.11% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 221,119 | $4.74M | $4.53M | -$215,527.93 | -4.54% |