| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bethany Wagner Level Financial Advisors | 5,700 | $284,753.63 | $284,487 | -$266.63 | -0.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 18,381 | $918,362.85 | $917,395.71 | -$967.14 | -0.11% |
| TT Tina Tenret Tenret Co. LLC | 33,534 | $1.68M | $1.67M | -$2,850.39 | -0.17% |
| HT Hannah Tackett Penobscot Wealth Management | 305,735 | $15.27M | $15.27M | $6,484.18 | 0.04% |
Justin Ericksen Blue Barn Wealth LLC | 7,277 | $371,294.63 | $363,376.99 | -$7,917.64 | -2.13% |
Kevin B. Crawford JB Capital LLC | 597,376 | $30.46M | $29.84M | -$626,956.09 | -2.06% |
Kurt Van Dyken Lifeworks Advisors LLC | 8,376 | $430,284.06 | $418,339.32 | -$11,944.74 | -2.78% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 53,517 | $2.69M | $2.67M | -$18,890.3 | -0.7% |
Brian Baylis Bell Investment Advisors Inc. | 104 | $5,204.16 | $5,195.84 | -$8.32 | -0.16% |
| KC Kasey Cook Maripau Wealth Management LLC | 11,600 | $592,171.85 | $579,362 | -$12,809.85 | -2.16% |
Christopher Davis Burns Matteson Capital Management LLC | 13,691 | $663,533.25 | $682,496.35 | $18,963.1 | 2.86% |
| MAL Mason & Associates LLC Mason & Associates LLC | 373,233 | $18.67M | $18.61M | -$58,542.93 | -0.31% |
| NW Nancy Williamson Helen Stephens Group LLC | 17,143 | $836,572.32 | $856,207.13 | $19,634.81 | 2.35% |
| NCG Nathan C. Goodman Family Investment Center Inc. | 4,290 | $210,846.63 | $214,328.4 | $3,481.77 | 1.65% |
| RCS Ryan Charles Stout Theory Financial LLC | 41,440 | $2.11M | $2.07M | -$42,685.41 | -2.02% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,511 | $376,018.08 | $375,287.11 | -$730.97 | -0.19% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 203 | $10,158.12 | $10,142.89 | -$15.23 | -0.15% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 3,632 | $181,714.35 | $181,408.23 | -$306.12 | -0.17% |
| DC Dominic Corabi Wedmont Private Capital | 36,165 | $1.81M | $1.8M | -$7,852.75 | -0.43% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 57,530 | $2.92M | $2.87M | -$49,256.29 | -1.68% |