| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 79,434 | $1.82M | $1.82M | $966.73 | 0.05% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 26,555 | $607,842.18 | $607,976.72 | $134.54 | 0.02% |
Taylor Jobe MKT Advisors LLC | 809,577 | $18.46M | $18.54M | $74,003.69 | 0.4% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,973 | $44,807.49 | $45,171.83 | $364.34 | 0.81% |
Courtney Lawson Autumn Glory Partners LLC | 13,199 | $297,410.72 | $302,191.1 | $4,780.38 | 1.61% |
| LWL Leo Wealth LLC Leo Wealth LLC | 20,335 | $464,581.35 | $465,569.82 | $988.47 | 0.21% |
| EM Erin Mccann Simplicity Wealth LLC | 20,435 | $467,458.82 | $467,859.32 | $400.5 | 0.09% |
Michael Byun SageView Advisory Group LLC | 17,921 | $410,212 | $409,315.64 | -$896.36 | -0.22% |
Jason Matthews Kfg Wealth Management LLC | 79,889 | $1.83M | $1.83M | -$2,136.92 | -0.12% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 47,532 | $1.08M | $1.09M | $6,822.69 | 0.63% |
Timothy Gerlach Novem Group | 13,944 | $318,336.24 | $319,247.88 | $911.64 | 0.29% |
Amanda Hawley Atria Wealth Solutions Inc. | 179,051 | $4.07M | $4.1M | $24,544.92 | 0.6% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 11,027 | $252,022.09 | $252,463.16 | $441.07 | 0.18% |
David Hunter Horizons Wealth Management | 52,493 | $1.19M | $1.2M | $9,800.75 | 0.82% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 60,164 | $1.38M | $1.38M | -$2,707.38 | -0.2% |
Sheryl Stephens Stephens Consulting LLC | 397,664 | $9.06M | $9.1M | $43,314.53 | 0.48% |
Stephen Smith Kestra Investment Management LLC | 16,113 | $369,585.37 | $368,907.13 | -$678.24 | -0.18% |
David Bach River Street Advisors LLC | 16,000 | $366,640 | $366,320 | -$320 | -0.09% |
John Canning Mi LLCreek Capital Advisors LLC | 89,775 | $2.05M | $2.06M | $2,713.56 | 0.13% |
Philip Rc Dudley Dudley Capital Management LLC | 14,350 | $328,540.01 | $328,543.25 | $3.24 | - |