| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Craig Johnsen Fortitude Advisory Group LLC | 3,334 | $259,751.94 | $258,651.72 | -$1,100.22 | -0.42% |
Kevin Zemann WealthPlan Investment Management LLC | 3,189 | $250,049.49 | $247,402.62 | -$2,646.87 | -1.06% |
Nolan Baker Retirement Guys Formula LLC | 3,662 | $286,637.95 | $284,097.96 | -$2,539.99 | -0.89% |
John DeMarco Trajan Wealth LLC | 728,258 | $56.82M | $56.49M | -$331,242.26 | -0.58% |
Brad Saenz Coastwise Capital Group LLC | 3,681 | $289,949.84 | $285,571.98 | -$4,377.86 | -1.51% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,530 | $117,488.7 | $118,697.4 | $1,208.7 | 1.03% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 194,996 | $15.05M | $15.13M | $79,411.42 | 0.53% |
CJ Harrison DecisionPoint Financial LLC | 891 | $68,581.13 | $69,123.78 | $542.65 | 0.79% |
| JB Jodi Burnett Invictus Private Wealth LLC | 5,766 | $452,116.77 | $447,326.28 | -$4,790.49 | -1.06% |
Brook Hart Presilium Private Wealth LLC | 615,146 | $47.31M | $47.72M | $417,367.52 | 0.88% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 5,798 | $438,767.36 | $449,808.84 | $11,041.48 | 2.52% |
Mark Mowrey Signature Resources Capital Management LLC | 855 | $65,852.16 | $66,330.9 | $478.74 | 0.73% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 12,145 | $946,815.73 | $942,209.1 | -$4,606.63 | -0.49% |
Rachel Faulk Cape Investment Advisory Inc. | 2,175 | $169,497 | $168,736.5 | -$760.5 | -0.45% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 97 | $7,557.27 | $7,524.29 | -$32.98 | -0.44% |
Mariana Coli Dunhill Financial LLC | 1,368 | $107,264.54 | $106,108.92 | -$1,155.62 | -1.08% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 45,113 | $3.47M | $3.5M | $27,521.11 | 0.79% |
Alex Nunnamaker Schechter Investment Advisors LLC | 12,913 | $1.04M | $1M | -$41,004.85 | -3.93% |
| RR Roberto Roman MGO Private Wealth LLC | 2,987 | $223,487.34 | $231,701.59 | $8,214.25 | 3.68% |
Bert D. Barre Colonial Trust Co. / SC | 1,540 | $117,731.8 | $119,288.4 | $1,556.6 | 1.32% |