| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MF Michael Fogarty Foundry Financial Group, Inc. | 20,502 | $520,539.83 | $517,367.97 | -$3,171.86 | -0.61% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $968 | $958.93 | -$9.07 | -0.94% |
Dustin Schick Evergreen Private Wealth LLC | 52,013 | $1.32M | $1.31M | -$5,978.55 | -0.45% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 46,775 | $1.18M | $1.18M | $60.38 | 0.01% |
Tammy Trenta FF Advisors,LLC | 8,249 | $209,442.23 | $208,410.98 | -$1,031.25 | -0.49% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 22,000 | $559,240 | $555,720 | -$3,520 | -0.63% |
Ian Jameson American Capital Advisory, LLC | 2,231 | $56,779 | $56,299.28 | -$479.72 | -0.84% |
David Maxey Heritage Family Offices, LLP | 11,136 | $283,077 | $281,239.68 | -$1,837.32 | -0.65% |
| TAL TPG Advisors LLC TPG Advisors LLC | 9,116 | $227,991.33 | $230,133.42 | $2,142.09 | 0.94% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 16,398 | $414,597.13 | $413,803.53 | -$793.6 | -0.19% |
Bradley Wilson Crews Bank & Trust | 35,693 | $899,654.03 | $901,426.71 | $1,772.68 | 0.2% |
| BFL Baring Financial LLC Baring Financial LLC | 11,076 | $279,555 | $279,502.86 | -$52.14 | -0.02% |
| PPL Postrock Partners LLC Postrock Partners LLC | 98,576 | $2.48M | $2.49M | $7,499.07 | 0.3% |
| BM Berkeley Meredith Hughes Financial Services LLC | 8,270 | $209,081.15 | $208,734.8 | -$346.35 | -0.17% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 8,320 | $211,261.45 | $210,288 | -$973.45 | -0.46% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 962 | $24,185 | $24,280.88 | $95.88 | 0.4% |
| JH Julie Hazzard 10Elms LLP | 28,194 | $711,558.6 | $713,026.26 | $1,467.66 | 0.21% |
Tim Thomas Members Wealth LLC | 43,516 | $1.1M | $1.1M | -$6,084.17 | -0.55% |
Investment Research Partners LLC Investment Research Partners LLC | 25,602 | $651,314.83 | $646,706.52 | -$4,608.31 | -0.71% |
Horan Wealth LLC Horan Wealth LLC | 8,544 | $217,658 | $215,821.44 | -$1,836.56 | -0.84% |