| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 49,553 | $2.49M | $2.46M | -$22,051.55 | -0.89% |
Daren Blonski Fermata Advisors LLC | 6,301 | $310,635.2 | $312,025.52 | $1,390.32 | 0.45% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 6,409 | $317,914.4 | $317,373.68 | -$540.72 | -0.17% |
Brian Baylis Bell Investment Advisors Inc. | 27 | $1,369.26 | $1,342.84 | -$26.42 | -1.93% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 5,970 | $297,604.5 | $295,634.4 | -$1,970.1 | -0.66% |
| EM Eric Malden Shearwater Capital LLC | 4,709 | $234,911.01 | $233,189.68 | -$1,721.33 | -0.73% |
Jacob B. Rue Shore Point Advisors LLC | 6,575 | $329,045.96 | $325,594 | -$3,451.96 | -1.05% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,397 | $511,018.72 | $514,859.44 | $3,840.72 | 0.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,227 | $259,215.36 | $258,841.04 | -$374.32 | -0.14% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 6,343 | $318,228.31 | $314,105.36 | -$4,122.95 | -1.3% |
Mark Mowrey Signature Resources Capital Management LLC | 109,573 | $5.42M | $5.43M | $3,869.36 | 0.07% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 9,068 | $457,098.48 | $449,047.36 | -$8,051.12 | -1.76% |
Kevin Gray Lodestar Private Asset Management LLC | 22,146 | $1.09M | $1.1M | $2,422.24 | 0.22% |
Alexandra Stickelman Root Financial Partners, LLC | 63,917 | $3.18M | $3.17M | -$19,099.86 | -0.6% |
Lars Phillips RAM Investment Partners, LLC | 17,040 | $850,321.97 | $843,820.8 | -$6,501.17 | -0.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,237 | $312,338.17 | $308,856.24 | -$3,481.93 | -1.11% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,952 | $645,658 | $641,383.04 | -$4,274.96 | -0.66% |
Amir Har-El Savvy Advisors, Inc. | 177,330 | $8.84M | $8.78M | -$54,712.58 | -0.62% |
One Degree Advisors Inc. One Degree Advisors Inc | 117,871 | $5.95M | $5.84M | -$112,522.33 | -1.89% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 10,926 | $542,336.79 | $543,240.72 | $903.93 | 0.17% |