| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Guy Ethos Financial Group LLC | 29,072 | $2.29M | $2.26M | -$34,283.41 | -1.5% |
Christopher D. Rich EnRich Financial Partners LLC | 4,013 | $310,815.44 | $311,328.54 | $513.1 | 0.17% |
| FFP FourThought Financial Partners LLC FourThought Financial Partners LLC | 7,526 | $589,227.07 | $583,791.82 | -$5,435.25 | -0.92% |
Loni Adams Daymark Wealth Partners LLC | 278,085 | $21.66M | $21.57M | -$88,961.39 | -0.41% |
Stephen Cheifetz Kades & Cheifetz LLC | 51,780 | $4.01M | $4.02M | $11,354.62 | 0.28% |
Brian Matter Creative Capital Management Investments LLC | 583 | $45,894.31 | $45,229.14 | -$665.17 | -1.45% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 7,355 | $564,185.32 | $570,600.9 | $6,415.58 | 1.14% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 17,036 | $1.31M | $1.32M | $14,017.07 | 1.07% |
Holly Skipper Verum Partners LLC | 15,318 | $1.16M | $1.19M | $31,593.3 | 2.73% |
Sheryl Stephens Stephens Consulting LLC | 460 | $36,202.53 | $35,686.8 | -$515.73 | -1.42% |
| BP Brett Pohl Kingdom Financial Group LLC | 1,460 | $114,024.04 | $113,244.9 | -$779.14 | -0.68% |
Stephen Smith Kestra Investment Management LLC | 6,785 | $528,649 | $526,380.3 | -$2,268.7 | -0.43% |
Timothy J. Videnka Forza Wealth Management LLC | 226,104 | $17.52M | $17.54M | $18,944.59 | 0.11% |
Kevin Gray Lodestar Private Asset Management LLC | 5,216 | $406,784.88 | $404,657.28 | -$2,127.6 | -0.52% |
| TT Thaddeus Toal RCS Financial Planning LLC | 18,496 | $1.41M | $1.43M | $25,336.49 | 1.8% |
Andy Peters Goldstein Advisors LLC | 2,861 | $224,242.26 | $221,956.38 | -$2,285.88 | -1.02% |
Robin Sherwood HTG Investment Advisors Inc. | 154,196 | $11.98M | $11.94M | -$41,423.85 | -0.35% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 9,892 | $752,265.85 | $767,421.36 | $15,155.51 | 2.01% |
Bepin Serraj Richard W. Paul & Associates LLC | 2,314 | $175,768.55 | $179,485.41 | $3,716.86 | 2.11% |
Michael R. Panico Arcadia Wealth Management LLC | 124,115 | $9.53M | $9.63M | $97,989.79 | 1.03% |