| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Yorg Focus Partners Advisor Solutions LLC | 12,203 | $279,326.67 | $278,899.56 | -$427.11 | -0.15% |
| TCL Therese C.D. Linden Bank of New Hampshire | 492 | $11,247.12 | $11,247.12 | - | - |
| HP Hannah Perry Crestmont Private Wealth LLC | 106,221 | $2.43M | $2.43M | -$6,065.09 | -0.25% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 12,779 | $292,384 | $292,129.22 | -$254.78 | -0.09% |
Kurt Van Dyken Lifeworks Advisors LLC | 22,927 | $524,799.03 | $524,113.51 | -$685.52 | -0.13% |
| AB Andrew Blass Atlantic Private Wealth LLC | 109 | $2,493.37 | $2,492.38 | -$0.99 | -0.04% |
Olalekan F. Adeduji Washington Trust Advisors Inc. | 12,870 | $295,155.29 | $294,272.55 | -$882.74 | -0.3% |
Matthew B. Boersen Straight Path Wealth Management | 35,770 | $819,563.15 | $817,745.12 | -$1,818.03 | -0.22% |
Timothy J. Landolt Endowment Wealth Management Inc. | 79,434 | $1.82M | $1.82M | -$1,019.12 | -0.06% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 26,766 | $612,665.64 | $611,736.93 | -$928.71 | -0.15% |
Taylor Jobe MKT Advisors LLC | 809,577 | $18.46M | $18.51M | $46,639.99 | 0.25% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 1,973 | $44,807.49 | $45,112.64 | $305.15 | 0.68% |
Courtney Lawson Autumn Glory Partners LLC | 13,243 | $298,417.88 | $302,801.19 | $4,383.31 | 1.47% |
| LWL Leo Wealth LLC Leo Wealth LLC | 20,335 | $464,581.35 | $465,008.58 | $427.23 | 0.09% |
| EM Erin Mccann Simplicity Wealth LLC | 20,435 | $467,458.82 | $466,964.27 | -$494.55 | -0.11% |
Michael Byun SageView Advisory Group LLC | 17,921 | $410,212 | $409,853.27 | -$358.73 | -0.09% |
Jason Matthews Kfg Wealth Management LLC | 79,889 | $1.83M | $1.83M | -$4,533.59 | -0.25% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 47,532 | $1.08M | $1.09M | $4,921.41 | 0.46% |
Timothy Gerlach Novem Group | 13,944 | $318,336.24 | $318,863.03 | $526.79 | 0.17% |
Amanda Hawley Atria Wealth Solutions Inc. | 179,051 | $4.07M | $4.09M | $16,487.63 | 0.4% |