| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,701 | $425,512.89 | $417,299.96 | -$8,212.93 | -1.93% |
| VL Victoria Latham Fiduciary Alliance LLC | 24,204 | $1.18M | $1.16M | -$23,674.8 | -2% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 16,955 | $831,623 | $812,398.82 | -$19,224.18 | -2.31% |
| EB Erik Brenner Hilltop Partners LLC | 187,003 | $9.23M | $8.96M | -$269,292.99 | -2.92% |
| JF Jade Franke Retirement Investment Advisors Inc. | 1.06M | $51.68M | $51.03M | -$645,819.92 | -1.25% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 17,385 | $853,397.68 | $833,002.27 | -$20,395.41 | -2.39% |
| HS Holly Skipper Verum Partners LLC | 7,307 | $357,236.1 | $350,114.9 | -$7,121.2 | -1.99% |
Christopher Casanega Sharper & Granite LLC | 94,095 | $4.51M | $4.51M | -$527.6 | -0.01% |
Belena Vincetti Fortis Capital Advisors LLC | 12,725 | $611,436 | $609,718.37 | -$1,717.63 | -0.28% |
| NJL Nelson J. Lam LAM GROUP Inc. | 8,735 | $428,451.72 | $419,411.02 | -$9,040.7 | -2.11% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,224 | $155,627.94 | $154,477.96 | -$1,149.98 | -0.74% |
| SS Stephen Smith Kestra Investment Management LLC | 2.16M | $104.15M | $103.64M | -$506,499.53 | -0.49% |
Kevin Gray Lodestar Private Asset Management LLC | 185,215 | $8.88M | $8.87M | -$2,507.69 | -0.03% |
| TT Thaddeus Toal RCS Financial Planning LLC | 15,374 | $743,776.88 | $736,798.95 | -$6,977.93 | -0.94% |
Joseph A. Feste KM Capital Management Ltd. | 1,447 | $69,311 | $69,347.47 | $36.47 | 0.05% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 34 | $1,634 | $1,629.45 | -$4.55 | -0.28% |
Crystal McKeon TSA Wealth Managment LLC | 105,772 | $5.21M | $5.07M | -$138,409.15 | -2.66% |
Ashley Goggins Hidden Cove Wealth Management LLC | 85,758 | $4.12M | $4.11M | -$10,719.85 | -0.26% |
Andy Peters Goldstein Advisors LLC | 209,632 | $10.35M | $10.05M | -$302,411.24 | -2.92% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 14,181 | $672,612.35 | $679,624.42 | $7,012.07 | 1.04% |