| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 8,180 | $773,583 | $760,331 | -$13,252 | -1.71% |
Victoria Latham Fiduciary Alliance LLC | 8,512 | $824,477.35 | $791,190.4 | -$33,286.95 | -4.04% |
| RDL Rodrigo De La Garza Summa Corp. | 13,827 | $1.33M | $1.29M | -$46,600.6 | -3.5% |
Loni Adams Daymark Wealth Partners LLC | 30,487 | $2.91M | $2.83M | -$79,223.31 | -2.72% |
Dennis Wallace Fortune Financial Advisors LLC | 9,945 | $960,585.6 | $924,387.75 | -$36,197.85 | -3.77% |
| BG Becki Goebel TCP Asset Management LLC | 9,076 | $880,398.99 | $843,614.2 | -$36,784.79 | -4.18% |
| BP Brett Pohl Kingdom Financial Group LLC | 104 | $9,835 | $9,689.68 | -$145.32 | -1.48% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 6,682 | $639,940.33 | $621,091.9 | -$18,848.43 | -2.95% |
| RFS Retirement Financial Solutions LLC Retirement Financial Solutions LLC | 15,818 | $1.52M | $1.47M | -$50,777.72 | -3.34% |
Amy Hart Phillips Wealth Planners LLC | 2,565 | $245,796.87 | $238,981.05 | -$6,815.82 | -2.77% |
Scott Register Register Financial Advisors LLC | 197 | $18,197.98 | $18,311.15 | $113.17 | 0.62% |
Timothy J. Videnka Forza Wealth Management LLC | 11,615 | $1.11M | $1.08M | -$32,512.91 | -2.92% |
Amy Ardeel Icon Wealth Advisors LLC | 5,931 | $571,914.54 | $553,421.61 | -$18,492.93 | -3.23% |
Matthew C. Jessup Jessup Wealth Management Inc. | 118,652 | $11.18M | $11.02M | -$164,477.27 | -1.47% |
Crystal McKeon TSA Wealth Managment LLC | 4,893 | $461,317.84 | $454,804.35 | -$6,513.49 | -1.41% |
Matthew Keyes Heritage Wealth Partners LLC | 5,212 | $511,401.34 | $484,455.4 | -$26,945.94 | -5.27% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 3,241 | $310,589.2 | $302,417.71 | -$8,171.49 | -2.63% |
Bill Scoggins First Citizens Asset Management Inc. | 8,987 | $859,993.29 | $835,341.65 | -$24,651.64 | -2.87% |
Jeffrey Hanson Breakwater Capital Group | 7,570 | $725,303.6 | $703,631.5 | -$21,672.1 | -2.99% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 119,262 | $11.5M | $11.09M | -$418,629.89 | -3.64% |