| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LJB Laura J. Bornheimer GWN SECURITIES Inc. | 14,079 | $285,913.77 | $284,747.77 | -$1,166 | -0.41% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 13,000 | $263,167.5 | $262,990 | -$177.5 | -0.07% |
Andrew Endelman Independent Wealth Network Inc. | 30,571 | $619,685.89 | $618,145.62 | -$1,540.27 | -0.25% |
| ECD Elizabeth C. DeWan WMG Financial Advisors LLC | 155,210 | $3.14M | $3.14M | -$3,674.2 | -0.12% |
| EM Erin Mccann Simplicity Wealth LLC | 24,700 | $500,820 | $499,737.81 | -$1,082.19 | -0.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 23,500 | $476,835 | $475,489.6 | -$1,345.4 | -0.28% |
Jeffrey Gilbert Balboa Wealth Partners | 15,905 | $323,004.05 | $321,837.67 | -$1,166.38 | -0.36% |
Daniel Guy Ethos Financial Group LLC | 45,710 | $925,784.88 | $924,877.86 | -$907.02 | -0.1% |
| BG Becki Goebel TCP Asset Management LLC | 122,956 | $2.5M | $2.49M | -$11,065.39 | -0.44% |
| AWA Authentikos Wealth Advisory LLC Authentikos Wealth Advisory LLC | 40,739 | $827,156.85 | $824,353.66 | -$2,803.19 | -0.34% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 83,097 | $1.68M | $1.68M | -$2,154.97 | -0.13% |
Courtney Holt Compound Planning, Inc. | 19,242 | $390,193.96 | $389,361.87 | -$832.09 | -0.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 443,453 | $8.98M | $8.98M | $70.48 | - |
Uptick Partners LLC UPTICK PARTNERS, LLC | 1.05M | $21.32M | $21.27M | -$48,677.23 | -0.23% |
Luke Bunch OxenFree Capital LLC | 401,157 | $8.11M | $8.12M | $8,119.56 | 0.1% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 163,874 | $3.33M | $3.32M | -$10,412.15 | -0.31% |
Adam Stalnaker Rockport Wealth LLC | 3.68M | $74.63M | $74.56M | -$76,874.75 | -0.1% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 15,700 | $317,847 | $317,611 | -$236 | -0.07% |
| SC Stacey Cole Haven Private LLC | 134,170 | $2.72M | $2.72M | -$232.5 | -0.01% |
| MC Michael Chadwick Fiscal Wisdom Wealth Management LLC | 60,528 | $1.23M | $1.23M | -$2,525.63 | -0.21% |