| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 671,518 | $49.48M | $48.93M | -$550,329.77 | -1.11% |
Katherine Stoner Empower Advisory Group, LLC | 5,020 | $368,006.56 | $365,757.2 | -$2,249.36 | -0.61% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 3,721 | $274,703.61 | $271,112.06 | -$3,591.55 | -1.31% |
Nemes Rush Group LLC Nemes Rush Group LLC | 143 | $10,592 | $10,418.98 | -$173.02 | -1.63% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 3,386 | $249,311.12 | $246,703.96 | -$2,607.16 | -1.05% |
John Shanley Aspect Partners, LLC | 2,630 | $191,187.15 | $191,621.8 | $434.65 | 0.23% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 280,718 | $20.37M | $20.45M | $86,350.09 | 0.42% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 6,824 | $493,854.78 | $497,196.64 | $3,341.86 | 0.68% |
| MRC Martin R. Curiel MYECFO, LLC | 9,685 | $702,155.66 | $705,649.1 | $3,493.44 | 0.5% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 11,604 | $852,557.49 | $845,467.44 | -$7,090.05 | -0.83% |
Bradley H. Owens LJI Wealth Management, LLC | 7,961 | $589,681.23 | $580,038.46 | -$9,642.77 | -1.64% |
Carrie Miller Trellis Wealth Advisors LLC | 202,849 | $14.86M | $14.78M | -$80,661.22 | -0.54% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 117,640 | $8.6M | $8.57M | -$31,155.81 | -0.36% |
Lars Phillips RAM Investment Partners, LLC | 4,959 | $361,043.95 | $361,312.74 | $268.79 | 0.07% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 3,039 | $223,767 | $221,421.54 | -$2,345.46 | -1.05% |
Alisha Arvold Christopher J. Hasenberg, Inc | 77,092 | $5.66M | $5.62M | -$44,945.29 | -0.79% |
John Hayes LongView Wealth Management | 4,244 | $311,181.02 | $309,217.84 | -$1,963.18 | -0.63% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 733,304 | $55.92M | $53.43M | -$2.49M | -4.45% |
Andrew Halac Talon Private Wealth, LLC | 22,249 | $1.62M | $1.62M | $1,601 | 0.1% |
Andrew Parsons Corrigan Financial, Inc. | 404,948 | $31.26M | $29.5M | -$1.76M | -5.62% |