| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 401,299 | $31.27M | $31.13M | -$133,953.67 | -0.43% |
John Gorlow Cardiff Park Advisors LLC | 7,167 | $574,228.61 | $556,374.21 | -$17,854.4 | -3.11% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 4,184 | $316,189.59 | $324,029.88 | $7,840.29 | 2.48% |
| CC Cheung Chan Chemistry Wealth Management LLC | 4,304 | $332,570.08 | $333,904.32 | $1,334.24 | 0.4% |
Jay Richards Investment Advisory Group LLC | 5,037 | $390,107.59 | $390,090.46 | -$17.13 | - |
Kelly Kaczmarczyk Dravo Bay LLC | 4,148 | $316,614.65 | $321,304.08 | $4,689.43 | 1.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 83,378 | $6.44M | $6.47M | $24,930.89 | 0.39% |
Bill McVay Red Tortoise LLC | 3,288 | $262,622.51 | $255,083.04 | -$7,539.47 | -2.87% |
Gery Sadzewicz Forum Private Client Group LLC | 36,285 | $2.81M | $2.81M | $7,088.16 | 0.25% |
Samantha Pierangeli City State Bank | 149,098 | $11.51M | $11.57M | $57,677.11 | 0.5% |
Christopher Pelch Vance Wealth LLC | 4,989 | $383,413.46 | $387,296.07 | $3,882.61 | 1.01% |
Michael Schneck Gridiron Partners LLC | 10,041 | $791,355.2 | $778,980.78 | -$12,374.42 | -1.56% |
W. Travis McKinney HB Wealth Management LLC | 43,330 | $3.37M | $3.36M | -$10,826.06 | -0.32% |
Mark Perrault Intergy Private Wealth LLC | 6,710 | $514,333.87 | $520,561.8 | $6,227.93 | 1.21% |
Taylor Fairman Eagle Rock Investment Company LLC | 205,530 | $15.98M | $15.95M | -$33,022.19 | -0.21% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,041 | $238,377.81 | $236,072.83 | -$2,304.98 | -0.97% |
Sue Cox BetterWealth LLC | 304,624 | $23.56M | $23.63M | $76,097.94 | 0.32% |
Jeremy Baltz Raleigh Capital Management Inc. | 4,467 | $347,758.64 | $346,549.86 | -$1,208.78 | -0.35% |
Michelle McCarthy Vantage Financial Partners LLC | 3,416 | $268,811.69 | $265,013.28 | -$3,798.41 | -1.41% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,810 | $773,147.01 | $761,059.8 | -$12,087.21 | -1.56% |