| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 7,456 | $380,719.45 | $385,512.48 | $4,793.03 | 1.26% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 836 | $43,254.64 | $43,221.03 | -$33.61 | -0.08% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 81,092 | $4.26M | $4.19M | -$68,611.96 | -1.61% |
Bethany Wagner Level Financial Advisors | 15,384 | $791,883.77 | $794,122.08 | $2,238.31 | 0.28% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 7,053 | $369,789 | $364,075.86 | -$5,713.14 | -1.54% |
Alexander Eichhorn Tanager Wealth Management LLP | 25,926 | $1.33M | $1.34M | $9,920.98 | 0.75% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 3,575 | $190,272.67 | $184,988.37 | -$5,284.3 | -2.78% |
Marc Dacanay Geometric Wealth Advisors | 11,862 | $613,897.05 | $613,739.88 | -$157.17 | -0.03% |
| JBR Jacob B. Rue Shore Point Advisors LLC | 7,748 | $399,737.44 | $400,881.52 | $1,144.08 | 0.29% |
John Gorlow Cardiff Park Advisors LLC | 2,139 | $110,809.09 | $110,650.47 | -$158.62 | -0.14% |
Brett Lee Planning Center Inc. | 188,959 | $9.75M | $9.77M | $22,676.42 | 0.23% |
| SC Sue Cox BetterWealth LLC | 15,656 | $810,939.35 | $809,102.08 | -$1,837.27 | -0.23% |
| EM Erin Mccann Simplicity Wealth LLC | 251,974 | $13.05M | $13.01M | -$44,095.45 | -0.34% |
| TM Thomas Mason Mason & Associates Inc. | 15,890 | $823,101.04 | $820,321.25 | -$2,779.79 | -0.34% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 9,111 | $480,843.71 | $471,129.81 | -$9,713.9 | -2.02% |
Lincoln Bach Delap Wealth Advisory LLC | 13,214 | $677,486.44 | $683,626.29 | $6,139.85 | 0.91% |
| SM Sean Murray Quantum Financial Advisors LLC | 540,560 | $27.89M | $27.93M | $37,537.67 | 0.13% |
| JA Janelle Anderson Grand Wealth Management LLC | 6,984 | $364,013.99 | $360,898.2 | -$3,115.79 | -0.86% |
Mark Mowrey Signature Resources Capital Management LLC | 4,186 | $220,144.64 | $216,562.71 | -$3,581.93 | -1.63% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 3,521 | $181,451.29 | $182,299.77 | $848.48 | 0.47% |