| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daren Blonski Fermata Advisors LLC | 6,301 | $310,635.2 | $315,363.79 | $4,728.59 | 1.52% |
| RWA Roberts Wealth Advisors LLC Roberts Wealth Advisors LLC | 8,549 | $424,058.4 | $427,920.19 | $3,861.79 | 0.91% |
Brian Baylis Bell Investment Advisors Inc. | 27 | $1,369.26 | $1,350.54 | -$18.72 | -1.37% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 5,970 | $297,604.5 | $298,768.65 | $1,164.15 | 0.39% |
| EM Eric Malden Shearwater Capital LLC | 4,709 | $234,911.01 | $235,661.9 | $750.89 | 0.32% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 6,575 | $329,045.96 | $328,585.62 | -$460.34 | -0.14% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,397 | $511,018.72 | $520,057.94 | $9,039.22 | 1.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 5,227 | $259,215.36 | $261,402.27 | $2,186.91 | 0.84% |
Mark Mowrey Signature Resources Capital Management LLC | 111,994 | $5.54M | $5.6M | $51,921.23 | 0.94% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 9,068 | $457,098.48 | $453,445.34 | -$3,653.14 | -0.8% |
Kevin Gray Lodestar Private Asset Management LLC | 22,852 | $1.13M | $1.14M | $13,674.92 | 1.21% |
Alexandra Stickelman Root Financial Partners, LLC | 72,217 | $3.6M | $3.61M | $11,656.4 | 0.32% |
Lars Phillips RAM Investment Partners, LLC | 17,315 | $864,217.64 | $866,009.72 | $1,792.08 | 0.21% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,941 | $347,564.24 | $346,980.59 | -$583.65 | -0.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 12,952 | $645,658 | $647,729.52 | $2,071.52 | 0.32% |
Amir Har-El Savvy Advisors, Inc. | 177,330 | $8.84M | $8.86M | $27,745.87 | 0.31% |
One Degree Advisors Inc. One Degree Advisors Inc | 117,871 | $5.95M | $5.89M | -$54,765.54 | -0.92% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 6,589 | $324,706 | $329,548.83 | $4,842.83 | 1.49% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 5,013 | $251,352 | $250,574.8 | -$777.2 | -0.31% |
Gillian Curran Prospect Financial Group LLC | 17,963 | $893,320.92 | $897,880.55 | $4,559.63 | 0.51% |