| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PO Patrick O'Connell Security Financial Services Inc. | 15,370 | $423,944.67 | $418,986.2 | -$4,958.47 | -1.17% |
| TG Timothy Gerlach Novem Group | 165,832 | $4.54M | $4.53M | -$11,875.17 | -0.26% |
Christopher Warner WARNER FINANCIAL Inc. | 14,084 | $387,591.68 | $384,352.36 | -$3,239.32 | -0.84% |
Amanda Hawley Atria Wealth Solutions Inc. | 354,998 | $9.78M | $9.69M | -$85,609.02 | -0.88% |
Jeffrey Gilbert Balboa Wealth Partners | 29,291 | $797,593.93 | $799,787.83 | $2,193.9 | 0.28% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 277,457 | $7.57M | $7.58M | $4,755.34 | 0.06% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 109,576 | $2.99M | $2.99M | -$754.09 | -0.03% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 34,842 | $957,752.22 | $951,360.81 | -$6,391.41 | -0.67% |
Lukas Lindgren Abound Wealth Management | 64 | $1,750 | $1,748.16 | -$1.84 | -0.11% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 194,938 | $5.4M | $5.32M | -$79,190.54 | -1.47% |
| VL Victoria Latham Fiduciary Alliance LLC | 129,941 | $3.59M | $3.55M | -$42,441.94 | -1.18% |
Loni Adams Daymark Wealth Partners LLC | 31,629 | $869,378.24 | $863,629.84 | -$5,748.4 | -0.66% |
| SS Stephen Smith Kestra Investment Management LLC | 31,623 | $873,427.21 | $863,466.01 | -$9,961.2 | -1.14% |
Bree Pate Olisti Co. Wealth LLC | 2,226 | $61,378.18 | $60,803.19 | -$574.99 | -0.94% |
| TJS Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 20,079 | $541,468.75 | $548,445.84 | $6,977.09 | 1.29% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 105,338 | $2.91M | $2.88M | -$35,150.13 | -1.21% |
| MV Moises Valladares Insigneo Advisory Services LLC | 9,973 | $272,063.03 | $272,436.43 | $373.4 | 0.14% |
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 96,924 | $2.67M | $2.65M | -$19,267.67 | -0.72% |
| RBL Robert B. LaRue Owen LaRue LLC | 19,833 | $551,998.85 | $541,726.5 | -$10,272.35 | -1.86% |
| IR Ira Ravitz Beverly Hills Private Wealth LLC | 8,222 | $223,885 | $224,583.93 | $698.93 | 0.31% |