| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael O'Connor Capasso Planning Partners LLC | 95,237 | $5.7M | $5.68M | -$17,987.56 | -0.32% |
Marc H. Stone Tyler-Stone Wealth Management | 15,313 | $915,408.05 | $913,573.58 | -$1,834.47 | -0.2% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 46,945 | $2.8M | $2.8M | $3,155.22 | 0.11% |
Missy Straw Nilsine Partners LLC | 98,164 | $5.85M | $5.86M | $6,177.72 | 0.11% |
| EM Erin Mccann Simplicity Wealth LLC | 119,626 | $7.16M | $7.14M | -$25,961.05 | -0.36% |
Randy Smith Fairway Financial LLC | 106,271 | $6.35M | $6.34M | -$12,412.2 | -0.2% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 17,991 | $1.07M | $1.07M | -$1,074.06 | -0.1% |
| CMD Chris M. Denholm Objective Capital Management LLC | 9,251 | $550,655.28 | $551,868.4 | $1,213.12 | 0.22% |
Amanda Hawley Atria Wealth Solutions Inc. | 131,617 | $7.85M | $7.85M | $2,569.64 | 0.03% |
Matthew Heller Willner & Heller LLC | 40,632 | $2.43M | $2.42M | -$8,976.18 | -0.37% |
Jeffrey Gilbert Balboa Wealth Partners | 330,361 | $19.75M | $19.71M | -$46,903.93 | -0.24% |
Kevin Zemann WealthPlan Investment Management LLC | 122,189 | $7.31M | $7.29M | -$23,159.54 | -0.32% |
Brad Saenz Coastwise Capital Group LLC | 13,098 | $782,867.46 | $781,623.15 | -$1,244.31 | -0.16% |
Adam Schwallier Schwallier Wealth Management LLC | 4,824 | $288,667.93 | $287,751.6 | -$916.33 | -0.32% |
Amna Ali Khan GDS Wealth Management | 209,884 | $12.58M | $12.52M | -$53,520.42 | -0.43% |
Mariana Coli Dunhill Financial LLC | 2,086 | $124,977.41 | $124,429.9 | -$547.51 | -0.44% |
Loni Adams Daymark Wealth Partners LLC | 88,878 | $5.32M | $5.3M | -$19,103.89 | -0.36% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 26,233 | $1.57M | $1.57M | -$6,592.98 | -0.42% |
Adam Laibson Mainsail Financial Group LLC | 380,580 | $22.71M | $22.7M | -$4,230.48 | -0.02% |
| BG Becki Goebel TCP Asset Management LLC | 629,760 | $37.65M | $37.58M | -$72,669.65 | -0.19% |