| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stefan Demuth Ameliora Wealth Management Ltd. | 12,210 | $615,339.4 | $622,282.65 | $6,943.25 | 1.13% |
Jay Richards Investment Advisory Group LLC | 4,398 | $223,056.57 | $224,166.06 | $1,109.49 | 0.5% |
Cole Bruner Buska Wealth Management LLC | 63,258 | $3.23M | $3.22M | -$4,171.72 | -0.13% |
Samantha Pierangeli City State Bank | 26 | $1,322.88 | $1,325.22 | $2.34 | 0.18% |
W. Travis McKinney HB Wealth Management LLC | 9,983 | $508,090.73 | $508,633.85 | $543.12 | 0.11% |
Daniel Forbes Forbes Financial Planning Inc. | 154,217 | $7.84M | $7.86M | $16,230.4 | 0.21% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 33,263 | $1.7M | $1.7M | -$1,391.21 | -0.08% |
Nathan Geraci ETF Store Inc. | 75,534 | $3.85M | $3.85M | -$5,473.68 | -0.14% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,067 | $514,243.19 | $513,064.65 | -$1,178.54 | -0.23% |
Missy Straw Nilsine Partners LLC | 113,499 | $5.79M | $5.78M | -$6,832.25 | -0.12% |
Dalila Toledo Ascent Group LLC | 4,024 | $205,394.96 | $205,103.28 | -$291.68 | -0.14% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 87,391 | $4.46M | $4.45M | -$4,139.57 | -0.09% |
Michael Byun SageView Advisory Group LLC | 43,983 | $2.24M | $2.24M | -$1,735.34 | -0.08% |
Owen Schrum Schrum Private Wealth Management LLC | 4,342 | $221,659.1 | $221,246.61 | -$412.49 | -0.19% |
Allison Brooke Blake WorthPointe LLC | 157,654 | $8.03M | $8.03M | $5,624.05 | 0.07% |
Timothy Dempsey DHK Financial Advisors Inc. | 32,370 | $1.63M | $1.65M | $23,185.13 | 1.43% |
Timothy Gerlach Novem Group | 16,794 | $854,636.19 | $855,906.21 | $1,270.02 | 0.15% |
Jim Clark Worth Asset Management LLC | 27,862 | $1.42M | $1.42M | -$603.99 | -0.04% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 110,436 | $5.63M | $5.63M | -$854.7 | -0.02% |
Amanda Hawley Atria Wealth Solutions Inc. | 265,710 | $13.53M | $13.54M | $9,052.78 | 0.07% |