| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 10,504 | $525,620.16 | $522,574 | -$3,046.16 | -0.58% |
| YL Yosef Levy Y.D. More Investments Ltd. | 800 | $39,991.88 | $39,800 | -$191.88 | -0.48% |
Bethany Wagner Level Financial Advisors | 5,700 | $284,753.63 | $283,575 | -$1,178.63 | -0.41% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 4,100 | $204,426.08 | $203,975 | -$451.08 | -0.22% |
Tina Tenret Tenret Co. LLC | 33,534 | $1.68M | $1.67M | -$8,718.84 | -0.52% |
Hannah Tackett Penobscot Wealth Management | 402,313 | $20.15M | $20.02M | -$139,811.47 | -0.69% |
Justin Ericksen Blue Barn Wealth LLC | 7,277 | $371,294.63 | $362,030.75 | -$9,263.88 | -2.5% |
Kurt Van Dyken Lifeworks Advisors LLC | 4,274 | $217,718.42 | $213,144.38 | -$4,574.04 | -2.1% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 52,409 | $2.64M | $2.61M | -$29,186.74 | -1.11% |
Andrew Endelman Independent Wealth Network Inc. | 5,912 | $299,147.2 | $294,122 | -$5,025.2 | -1.68% |
Christopher Davis Burns Matteson Capital Management LLC | 13,691 | $663,533.25 | $681,127.25 | $17,594 | 2.65% |
| MAL Mason & Associates LLC Mason & Associates LLC | 373,233 | $18.67M | $18.57M | -$101,464.72 | -0.54% |
Nancy Williamson Helen Stephens Group LLC | 17,138 | $836,330.67 | $852,615.5 | $16,284.83 | 1.95% |
Nathan C. Goodman Family Investment Center Inc. | 4,068 | $199,979.61 | $202,383 | $2,403.39 | 1.2% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 19,274 | $971,225.88 | $961,194.38 | -$10,031.5 | -1.03% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,632 | $181,714.35 | $180,692 | -$1,022.35 | -0.56% |
Dominic Corabi Wedmont Private Capital | 36,165 | $1.81M | $1.8M | -$12,735.02 | -0.7% |
Candace Cavalier Congress Wealth Management LLC / DE / | 41,810 | $2.17M | $2.08M | -$93,763.31 | -4.31% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 26,455 | $1.34M | $1.32M | -$16,810.35 | -1.26% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 11,557 | $578,312.28 | $574,960.75 | -$3,351.53 | -0.58% |