| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 28,884 | $562,878.56 | $564,826.62 | $1,948.06 | 0.35% |
| NG Nicole Goff Retirement Solution LLC | 11,375 | $230,855.51 | $222,438.12 | -$8,417.39 | -3.65% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 39,702 | $800,658.84 | $776,174.1 | -$24,484.74 | -3.06% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 97,435 | $1.9M | $1.91M | $2,888.31 | 0.15% |
Bryan Kupchik Capstone Wealth Management Group LLC | 121,335 | $2.37M | $2.37M | -$715.88 | -0.03% |
Amanda Hawley Atria Wealth Solutions Inc. | 287,491 | $5.55M | $5.62M | $67,179.18 | 1.21% |
| LV Leah Vaden Redwood Financial Network Corp. | 101,527 | $1.99M | $1.99M | -$5,053.37 | -0.25% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 54,502 | $1.05M | $1.07M | $19,743.84 | 1.89% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 2,140 | $41,580.61 | $41,858.4 | $277.79 | 0.67% |
Mark Mowrey Signature Resources Capital Management LLC | 39,841 | $777,696.65 | $779,289.96 | $1,593.31 | 0.2% |
David Hunter Horizons Wealth Management | 214,225 | $4.12M | $4.19M | $65,611.24 | 1.59% |
Bert D. Barre Colonial Trust Co. / SC | 195,992 | $3.79M | $3.83M | $37,998.42 | 1% |
| RSL Richard S. Levenson Western Financial Corp./CA | 43,408 | $830,419.47 | $848,843.44 | $18,423.97 | 2.22% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 26,788 | $515,464.98 | $523,839.34 | $8,374.36 | 1.62% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 10,913 | $209,828.4 | $213,403.71 | $3,575.31 | 1.7% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,627 | $227,076 | $227,365.98 | $289.98 | 0.13% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 19,879 | $388,038.86 | $388,733.84 | $694.98 | 0.18% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 15,434 | $303,870.96 | $301,811.87 | -$2,059.09 | -0.68% |
Jesse Ellington Dover Advisors LLC | 17,718 | $340,289.66 | $346,475.49 | $6,185.83 | 1.82% |
| WJW Walter J. West Milestone Asset Management LLC | 337,543 | $6.61M | $6.6M | -$6,411.64 | -0.1% |