| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Lawson Autumn Glory Partners LLC | 13,717 | $296,853.73 | $303,077.1 | $6,223.37 | 2.1% |
| LWL Leo Wealth LLC Leo Wealth LLC | 91,393 | $2.01M | $2.02M | $5,402.74 | 0.27% |
Michael Byun SageView Advisory Group LLC | 10,154 | $224,811 | $224,200.32 | -$610.68 | -0.27% |
Jason Matthews Kfg Wealth Management LLC | 67,035 | $1.5M | $1.48M | -$16,153.9 | -1.08% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 9,910 | $217,035.3 | $218,961.44 | $1,926.14 | 0.89% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 11,430 | $253,974.6 | $252,545.84 | -$1,428.76 | -0.56% |
David Hunter Horizons Wealth Management | 51,543 | $1.15M | $1.14M | -$13,632.56 | -1.18% |
Stephen Smith Kestra Investment Management LLC | 16,580 | $368,841.24 | $366,335.08 | -$2,506.16 | -0.68% |
Kurt Ahrens Mendota Financial Group LLC | 31,198 | $698,276.49 | $689,319.81 | -$8,956.68 | -1.28% |
Walter J. West Milestone Asset Management LLC | 12,570 | $278,300 | $277,734.14 | -$565.86 | -0.2% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 18,077 | $402,805.07 | $399,411.3 | -$3,393.77 | -0.84% |
Nicholas Brown Granite Harbor Advisors Inc. | 28,199 | $620,531.97 | $623,056.88 | $2,524.91 | 0.41% |
Dino Efthimiou Delta Wealth Advisors LLC | 66,767 | $1.49M | $1.48M | -$15,041 | -1.01% |
Michael Yoder Yoder Wealth Management Inc. | 14,470 | $321,603.17 | $319,714.64 | -$1,888.53 | -0.59% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 398,119 | $8.87M | $8.8M | -$75,401.33 | -0.85% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,040 | $134,194.34 | $133,453.79 | -$740.55 | -0.55% |
Annmarie Young KPP Advisory Services LLC | 14,240 | $318,661.03 | $314,632.79 | -$4,028.24 | -1.26% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,785 | $150,531.49 | $149,914.57 | -$616.92 | -0.41% |
| AK Alisha Kamadia United Community Bank | 11,070 | $246,672.66 | $244,813.05 | -$1,859.61 | -0.75% |
Mark Weber DecisionMap Wealth Management, LLC | 16,249 | $361,400.56 | $359,021.64 | -$2,378.92 | -0.66% |