| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Daniel Forbes Forbes Financial Planning Inc. | 152,334 | $7.75M | $7.76M | $12,700.38 | 0.16% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 33,553 | $1.71M | $1.71M | -$1,888.95 | -0.11% |
| NG Nathan Geraci ETF Store Inc. | 64,265 | $3.28M | $3.27M | -$5,044.29 | -0.15% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,067 | $514,243.19 | $513,064.65 | -$1,178.54 | -0.23% |
| MS Missy Straw Nilsine Partners LLC | 118,606 | $6.05M | $6.04M | -$6,896.21 | -0.11% |
Dalila Toledo Ascent Group LLC | 5,581 | $284,879.81 | $284,463.57 | -$416.24 | -0.15% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 79,612 | $4.06M | $4.06M | -$3,041.41 | -0.07% |
Michael Byun SageView Advisory Group LLC | 33,415 | $1.7M | $1.7M | -$771.43 | -0.05% |
Allison Brooke Blake WorthPointe LLC | 149,722 | $7.62M | $7.63M | $7,914.46 | 0.1% |
| TD Timothy Dempsey DHK Financial Advisors Inc. | 32,370 | $1.63M | $1.65M | $23,346.98 | 1.44% |
| TG Timothy Gerlach Novem Group | 18,557 | $944,337.6 | $945,850.29 | $1,512.69 | 0.16% |
Jim Clark Worth Asset Management LLC | 34,134 | $1.74M | $1.74M | $78.69 | - |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 83,364 | $4.25M | $4.25M | $1,863.21 | 0.04% |
Amanda Hawley Atria Wealth Solutions Inc. | 265,710 | $13.53M | $13.55M | $17,024.08 | 0.13% |
Craig Johnsen Fortitude Advisory Group LLC | 6,032 | $303,732.94 | $307,510.76 | $3,777.82 | 1.24% |
Jeffrey Gilbert Balboa Wealth Partners | 8,845 | $451,535.02 | $450,917.22 | -$617.8 | -0.14% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 71,713 | $3.66M | $3.66M | -$3,933.57 | -0.11% |
| JG John Ginter Callan Family Office LLC | 119,117 | $6.06M | $6.07M | $13,937.15 | 0.23% |
Mark Mowrey Signature Resources Capital Management LLC | 2,960 | $150,545.69 | $150,930.4 | $384.71 | 0.26% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 375 | $19,106.25 | $19,117.5 | $11.25 | 0.06% |