| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 701 | $517,572.59 | $506,430.44 | -$11,142.15 | -2.15% |
Brian Matter Creative Capital Management Investments LLC | 8 | $6,639.04 | $5,860.24 | -$778.8 | -11.73% |
| QS Quentin Stoker Gallacher Capital Management LLC | 469 | $226,402.28 | $340,843.4 | $114,441.12 | 50.55% |
Patrick D. Hayes Canopy Partners LLC | 457 | $246,734.39 | $332,122.46 | $85,388.07 | 34.61% |
Stephen Smith Kestra Investment Management LLC | 1,145 | $851,664.42 | $827,995.3 | -$23,669.12 | -2.78% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 1,377 | $605,074.54 | $996,589.98 | $391,515.44 | 64.71% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 301 | $224,428.99 | $220,470.46 | -$3,958.53 | -1.76% |
Assaf Pinchas Allegiance Financial Group Advisory Services LLC | 379 | $279,819.59 | $275,805.88 | -$4,013.71 | -1.43% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 539 | $190,544.54 | $391,032.16 | $200,487.62 | 105.22% |
Paul L. Moffat Arista Wealth Management LLC | 282 | $208,294.88 | $205,180.38 | -$3,114.5 | -1.5% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 1,472 | $641,730.1 | $1.07M | $426,912.46 | 66.53% |
Scott Highmark Mosaic Family Wealth Partners LLC | 288 | $239,005 | $209,062.08 | -$29,942.92 | -12.53% |
Ashley Buboltz Moran Wealth Management LLC | 20,727 | $8.16M | $14.98M | $6.82M | 83.56% |
David Smith Linden Thomas Advisory Services LLC | 495 | $230,764.18 | $358,303.27 | $127,539.09 | 55.27% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 20 | $14,766 | $14,399.2 | -$366.8 | -2.48% |
Paul B. Ordonio Park Place Capital Corp. | 265 | $70,012.96 | $192,183.3 | $122,170.34 | 174.5% |
Sheila J. Lindsay Bensler LLC | 657 | $230,596.61 | $476,968.86 | $246,372.25 | 106.84% |
David D. Jones Applied Finance Capital Management LLC | 797 | $497,226.13 | $578,351.02 | $81,124.89 | 16.32% |
Kevin Kroskey True Wealth Design LLC | 193 | $133,288.46 | $141,378.29 | $8,089.83 | 6.07% |
Jill Batley Gateway Wealth Partners LLC | 1,194 | $884,295.76 | $862,706.79 | -$21,588.97 | -2.44% |