| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kelly Kaczmarczyk Dravo Bay LLC | 30,181 | $1.53M | $1.53M | -$2,544.4 | -0.17% |
Christopher Pelch Vance Wealth LLC | 85,761 | $4.35M | $4.35M | -$6,192.37 | -0.14% |
Brett Lee Planning Center Inc. | 3.68M | $186.45M | $186.28M | -$172,944.35 | -0.09% |
| FCI Family CFO Inc Family CFO Inc | 28,419 | $1.44M | $1.44M | -$2,284 | -0.16% |
Ryan Cahill Cahill Wealth Management LLC | 9,933 | $503,901.09 | $502,957.45 | -$943.64 | -0.19% |
Jeffrey Gilbert Balboa Wealth Partners | 31,996 | $1.62M | $1.62M | -$143.7 | -0.01% |
Sean Murray Quantum Financial Advisors LLC | 62,455 | $3.17M | $3.16M | -$5,308.68 | -0.17% |
Jeffrey Jones Cypress Financial Planning LLC | 4,247 | $215,242.79 | $215,068.08 | -$174.71 | -0.08% |
Janelle Anderson Grand Wealth Management LLC | 6,605 | $335,138.65 | $334,444.17 | -$694.48 | -0.21% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 164,162 | $8.32M | $8.31M | -$7,595.93 | -0.09% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 82,107 | $4.16M | $4.16M | -$2,303.45 | -0.06% |
Rebecca Sierp WPWealth LLP | 14,479 | $734,276.96 | $733,216.56 | -$1,060.4 | -0.14% |
Mark Meredith Meredith Wealth Planning | 42,223 | $2.14M | $2.14M | $268.08 | 0.01% |
Lyndsay Goody Onyx Financial Advisors LLC | 253,807 | $12.85M | $12.86M | $3,638.9 | 0.03% |
Nelson J. Lam LAM GROUP Inc. | 85 | $4,310.32 | $4,306.52 | -$3.8 | -0.09% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 30,488 | $1.55M | $1.54M | -$2,642.07 | -0.17% |
Timothy J. Videnka Forza Wealth Management LLC | 38,694 | $1.96M | $1.96M | -$943.81 | -0.05% |
Todd Schanel Core Wealth Management Inc. | 48,950 | $2.48M | $2.48M | -$2,859.38 | -0.12% |
Kevin King LEGACY FINANCIAL GROUP Inc. | 7,687 | $389,632.49 | $389,269.68 | -$362.81 | -0.09% |
Benjamin Cannon Tillman Hartley LLC | 108,825 | $5.52M | $5.51M | -$11,780.41 | -0.21% |