| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,214 | $697,604.95 | $693,686.43 | -$3,918.52 | -0.56% |
PAX Financial Group PAX Financial Group LLC | 343,996 | $8.02M | $8.16M | $139,729.01 | 1.74% |
| YA Yinka Akinsola Blue Trust Inc. | 17,055 | $412,731 | $404,715.15 | -$8,015.85 | -1.94% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 30,077 | $720,350 | $714,027.98 | -$6,322.02 | -0.88% |
Matthew B. Boersen Straight Path Wealth Management | 19,590 | $473,754.95 | $465,458.4 | -$8,296.55 | -1.75% |
| DL David Lutz LifeGuide Financial Advisors LLC | 29,545 | $688,858.01 | $701,986.25 | $13,128.24 | 1.91% |
| EM Erin Mccann Simplicity Wealth LLC | 29,683 | $713,417.43 | $721,201.91 | $7,784.48 | 1.09% |
| EW Ed West Values First Advisors Inc. | 2,329 | $56,072.79 | $56,587.25 | $514.46 | 0.92% |
Allison Brooke Blake WorthPointe LLC | 206,967 | $5.01M | $4.96M | -$44,311.63 | -0.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,544 | $296,085.47 | $297,920 | $1,834.53 | 0.62% |
| ED Eric Dahm Range Financial Group LLC | 152,721 | $3.65M | $3.62M | -$25,523.87 | -0.7% |
Adam Schwallier Schwallier Wealth Management LLC | 16,138 | $386,245.21 | $379,995.03 | -$6,250.18 | -1.62% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 24,455 | $575,780.23 | $580,806.25 | $5,026.02 | 0.87% |
Jill Batley Gateway Wealth Partners LLC | 10,396 | $248,028 | $246,541.14 | -$1,486.86 | -0.6% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 41,960 | $979,868.83 | $995,081.4 | $15,212.57 | 1.55% |
| NR Nicole Renaux Pioneer Wealth Management Group | 23,605 | $565,674.06 | $559,792.57 | -$5,881.49 | -1.04% |
| OIS OneAscent Investment Solutions LLC OneAscent Investment Solutions LLC | 154,153 | $3.67M | $3.66M | -$11,525.55 | -0.31% |
Alexandra Stickelman Root Financial Partners, LLC | 4,936 | $117,758 | $117,057.24 | -$700.76 | -0.6% |
Christopher C. Powers Farther Finance Advisors, LLC | 76,807 | $1.83M | $1.82M | -$11,520.96 | -0.63% |
Dane Grouell Turning Point Benefit Group, Inc. | 45,583 | $1.09M | $1.08M | -$11,833.36 | -1.08% |