| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,679 | $424,361.67 | $420,262.18 | -$4,099.49 | -0.97% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 4,538 | $201,175.18 | $197,947.56 | -$3,227.62 | -1.6% |
Jeff Ameen Spire Wealth Management | 38 | $1,672.06 | $1,649.96 | -$22.1 | -1.32% |
Bethany Wagner Level Financial Advisors | 5,504 | $244,031.1 | $238,983.68 | -$5,047.42 | -2.07% |
| DC Donie Carlson DMC Group LLC | 20,101 | $901,662.1 | $872,785.42 | -$28,876.68 | -3.2% |
John Gorlow Cardiff Park Advisors LLC | 12,434 | $537,199.92 | $542,371.08 | $5,171.16 | 0.96% |
Dalila Toledo Ascent Group LLC | 8,472 | $372,033.89 | $367,854.24 | -$4,179.65 | -1.12% |
Nicole Goff Retirement Solution LLC | 8,010 | $400,323.75 | $348,034.5 | -$52,289.25 | -13.06% |
Kevin Zemann WealthPlan Investment Management LLC | 5,774 | $253,767.3 | $250,707.08 | -$3,060.22 | -1.21% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 4,798 | $212,200 | $208,329.16 | -$3,870.84 | -1.82% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,670 | $382,848.37 | $376,451.4 | -$6,396.97 | -1.67% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 84,546 | $3.74M | $3.67M | -$68,708.28 | -1.84% |
Crystal McKeon TSA Wealth Managment LLC | 39,565 | $1.75M | $1.72M | -$31,841.45 | -1.82% |
Ira Ravitz Beverly Hills Private Wealth LLC | 154,381 | $6.84M | $6.73M | -$103,909.58 | -1.52% |
| MRC Martin R. Curiel MYECFO, LLC | 45,377 | $1.98M | $1.98M | -$60.84 | - |
Christopher C. Powers Farther Finance Advisors, LLC | 1,774 | $78,284.27 | $77,027.08 | -$1,257.19 | -1.61% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 49,300 | $2.13M | $2.14M | $11,380.19 | 0.53% |
Jeff Ramsey Quotient Wealth Partners, LLC | 4,650 | $207,120.66 | $201,903 | -$5,217.66 | -2.52% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 4,667 | $206,772.32 | $203,434.53 | -$3,337.79 | -1.61% |
Brad Sayre Shared Vision Wealth Group LLC | 7,633 | $336,195.68 | $331,424.86 | -$4,770.82 | -1.42% |