| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 25,660 | $543,592.79 | $528,980.9 | -$14,611.89 | -2.69% |
Jeff Ameen Spire Wealth Management | 26,815 | $549,491.6 | $551,450.47 | $1,958.87 | 0.36% |
Kyle P. Smith NewEdge Wealth LLC | 51,997 | $1.08M | $1.07M | -$6,375.6 | -0.59% |
| SL Shad Lamm Keystone Wealth Services LLC | 21,000 | $439,797 | $432,390 | -$7,407 | -1.68% |
Andrew Endelman Independent Wealth Network Inc. | 9,667 | $198,835.57 | $199,333.54 | $497.97 | 0.25% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 1,500 | $31,125 | $30,945 | -$180 | -0.58% |
Jeremy Baltz Raleigh Capital Management Inc. | 2,826 | $58,279.63 | $58,173.21 | -$106.42 | -0.18% |
| TRG Timothy R. Guthrie Bullseye Investment Management LLC | 180,228 | $3.69M | $3.71M | $22,354.44 | 0.61% |
| DW Darren Woolson Asset Allocation Strategies LLC | 20,581 | $433,147.06 | $423,762.79 | -$9,384.27 | -2.17% |
| TG Timothy Gerlach Novem Group | 22,688 | $470,770 | $467,145.92 | -$3,624.08 | -0.77% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,084 | $258,235.08 | $248,930.4 | -$9,304.68 | -3.6% |
Loni Adams Daymark Wealth Partners LLC | 43,250 | $912,829.78 | $890,733.75 | -$22,096.03 | -2.42% |
| BG Becki Goebel TCP Asset Management LLC | 1.4M | $29.45M | $28.74M | -$714,175.81 | -2.43% |
| RBL Robert B. LaRue Owen LaRue LLC | 290,546 | $6.03M | $5.99M | -$40,668.79 | -0.67% |
Jill Batley Gateway Wealth Partners LLC | 167,614 | $3.5M | $3.45M | -$43,788.38 | -1.25% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 27,433 | $562,950.65 | $565,256.96 | $2,306.31 | 0.41% |
Shawn Scholz Impact Partnership Wealth, LLC | 38,465 | $815,922.88 | $792,379 | -$23,543.88 | -2.89% |
Christopher C. Powers Farther Finance Advisors, LLC | 20,984 | $435,418 | $432,585.16 | -$2,832.84 | -0.65% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 51,214 | $1.09M | $1.06M | -$33,864.07 | -3.11% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 71,489 | $1.49M | $1.47M | -$15,524.76 | -1.04% |