| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Justin Fulmer Shelton Wealth Management LLC | 486,876 | $10.88M | $10.89M | $10,949.16 | 0.1% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 31,494 | $706,702.56 | $704,363.31 | -$2,339.25 | -0.33% |
| FSR Frank S. Rhodes Conrad Siegel Investment Advisors Inc. | 27,022 | $607,149.2 | $604,347.03 | -$2,802.17 | -0.46% |
Taylor Jobe MKT Advisors LLC | 840,464 | $18.74M | $18.8M | $56,902.33 | 0.3% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 1.18M | $26.51M | $26.36M | -$149,818.89 | -0.57% |
Courtney Lawson Autumn Glory Partners LLC | 13,475 | $295,606.8 | $301,368.37 | $5,761.57 | 1.95% |
| LWL Leo Wealth LLC Leo Wealth LLC | 83,036 | $1.87M | $1.86M | -$8,374.2 | -0.45% |
| EM Erin Mccann Simplicity Wealth LLC | 36,175 | $812,275.39 | $809,053.87 | -$3,221.52 | -0.4% |
Michael Byun SageView Advisory Group LLC | 15,866 | $355,827.5 | $354,446.44 | -$1,381.06 | -0.39% |
Jason Matthews Kfg Wealth Management LLC | 73,356 | $1.65M | $1.64M | -$8,736.77 | -0.53% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 25,199 | $557,583.84 | $563,575.63 | $5,991.79 | 1.07% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 11,306 | $253,141.34 | $252,858.69 | -$282.65 | -0.11% |
David Hunter Horizons Wealth Management | 47,322 | $1.05M | $1.06M | $5,906.26 | 0.56% |
Sheryl Stephens Stephens Consulting LLC | 334 | $7,479 | $7,469.91 | -$9.09 | -0.12% |
Stephen Smith Kestra Investment Management LLC | 16,433 | $368,394.18 | $367,524.04 | -$870.14 | -0.24% |
Walter J. West Milestone Asset Management LLC | 12,812 | $287,156.77 | $286,540.38 | -$616.39 | -0.21% |
John Canning Mi LLCreek Capital Advisors LLC | 44,695 | $1M | $999,603.67 | -$4,693.33 | -0.47% |
Philip Rc Dudley Dudley Capital Management LLC | 39,325 | $882,060 | $879,503.62 | -$2,556.38 | -0.29% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 22,106 | $495,823.97 | $494,400.69 | -$1,423.28 | -0.29% |
Nicholas Brown Granite Harbor Advisors Inc. | 27,921 | $620,937.98 | $624,453.16 | $3,515.18 | 0.57% |