| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 1,840 | $44,374.99 | $44,325.6 | -$49.39 | -0.11% |
Jeff Ameen Spire Wealth Management | 23,269 | $563,982.52 | $560,550.21 | -$3,432.31 | -0.61% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 44,524 | $1.06M | $1.07M | $14,890.22 | 1.41% |
Keith Dubauskas One Plus One Wealth Management LLC | 56,813 | $1.37M | $1.37M | -$668.22 | -0.05% |
Melissa Tiscareno Bradley & Co. Private Wealth Management LLC | 628 | $15,046.88 | $15,138.88 | $92 | 0.61% |
Matt Hunter Heartland Bank & Trust Co. | 226,152 | $5.46M | $5.45M | -$11,084.99 | -0.2% |
| TCL Therese C.D. Linden Bank of New Hampshire | 21,930 | $539,149.75 | $528,648.97 | -$10,500.78 | -1.95% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 35,994 | $868,181 | $867,635.37 | -$545.63 | -0.06% |
Kurt Van Dyken Lifeworks Advisors LLC | 16,325 | $395,391.5 | $393,514.12 | -$1,877.38 | -0.47% |
Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 10,504 | $253,368.3 | $253,041.36 | -$326.94 | -0.13% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 18,473 | $449,588.42 | $445,291.66 | -$4,296.76 | -0.96% |
Nancy Williamson Helen Stephens Group LLC | 51,512 | $1.25M | $1.24M | -$5,396.87 | -0.43% |
Scott R. Saal VIRGINIA WEALTH MANAGEMENT GROUP Inc. | 257,512 | $6.34M | $6.21M | -$137,092.91 | -2.16% |
Paige Johnson Roth Pine Haven Investment Counsel Inc. | 15,200 | $365,928.5 | $366,168 | $239.5 | 0.07% |
Matthew B. Boersen Straight Path Wealth Management | 27,912 | $677,158.03 | $672,400.08 | -$4,757.95 | -0.7% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 1.02M | $24.77M | $24.63M | -$136,058.86 | -0.55% |
Jennifer Scott Scott Capital Advisors LLC | 174,409 | $4.21M | $4.2M | -$5,786.63 | -0.14% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 70,103 | $1.7M | $1.69M | -$7,679.69 | -0.45% |
Nabeed Zaman Eagle Strategies LLC | 14,052 | $338,239.67 | $338,703.79 | $464.12 | 0.14% |
Courtney Lawson Autumn Glory Partners LLC | 30,127 | $710,802.44 | $726,361.97 | $15,559.53 | 2.19% |