| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nelson J. Lam LAM GROUP Inc. | 5,590 | $259,455.35 | $261,835.6 | $2,380.25 | 0.92% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 11,335 | $543,532.09 | $530,648.02 | -$12,884.07 | -2.37% |
Stephen Smith Kestra Investment Management LLC | 278,096 | $13.32M | $13.01M | -$316,370.67 | -2.37% |
Timothy J. Videnka Forza Wealth Management LLC | 33,200 | $1.6M | $1.56M | -$41,895 | -2.62% |
| TT Thaddeus Toal RCS Financial Planning LLC | 85,481 | $4.01M | $4M | -$2,358.44 | -0.06% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 581,099 | $27.46M | $27.22M | -$238,633.45 | -0.87% |
Michael R. Panico Arcadia Wealth Management LLC | 33,020 | $1.55M | $1.55M | -$3,223.29 | -0.21% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 10,987 | $515,089.88 | $513,916.92 | -$1,172.96 | -0.23% |
Justin Halverson Great Waters Wealth Management | 2.11M | $99.82M | $99.02M | -$798,888.09 | -0.8% |
Todd Schanel Core Wealth Management Inc. | 9,930 | $468,767.64 | $464,922.6 | -$3,845.04 | -0.82% |
David Stevens Stevens Capital Partners | 305,400 | $14.61M | $14.31M | -$306,116.65 | -2.09% |
Kyle Moore Quarry Hill Advisors LLC | 33,899 | $1.6M | $1.59M | -$13,540.03 | -0.85% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 538,926 | $25.3M | $25.22M | -$72,867.77 | -0.29% |
Jason R. Parker Parker Financial LLC | 156,510 | $7.37M | $7.33M | -$47,715.13 | -0.65% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 343,786 | $16.54M | $16.08M | -$454,543.96 | -2.75% |
| SM Sarah Moore BOS Asset Management LLC | 142,824 | $6.8M | $6.69M | -$114,544.77 | -1.68% |
Benjamin Cannon Tillman Hartley LLC | 405,530 | $19.12M | $18.98M | -$136,680.17 | -0.71% |
Charles Mattingly Leading Edge Financial Planning LLC | 19,073 | $904,644.15 | $892,807.13 | -$11,837.02 | -1.31% |
Pavin White 25 LLC | 6,571 | $313,467.06 | $307,588.51 | -$5,878.55 | -1.88% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 276,507 | $13.24M | $12.94M | -$307,204.52 | -2.32% |