| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 26,952 | $3.2M | $3.15M | -$49,114.02 | -1.54% |
Daniel Guy Ethos Financial Group LLC | 4,360 | $510,897.45 | $509,313.4 | -$1,584.05 | -0.31% |
| VL Victoria Latham Fiduciary Alliance LLC | 9,899 | $1.16M | $1.16M | -$4,720.82 | -0.41% |
| RDL Rodrigo De La Garza Summa Corp. | 8,285 | $975,683.84 | $967,812.27 | -$7,871.57 | -0.81% |
Loni Adams Daymark Wealth Partners LLC | 11,650 | $1.36M | $1.36M | -$464.37 | -0.03% |
Jessica Thayer Unique Wealth LLC | 33,965 | $4.04M | $3.97M | -$77,164.95 | -1.91% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 2,019 | $240,233.2 | $235,859.58 | -$4,373.62 | -1.82% |
Jeffrey D. Munjack JDM Financial Group LLC | 5,856 | $699,850.56 | $684,097.92 | -$15,752.64 | -2.25% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 26,320 | $3.04M | $3.07M | $34,786.24 | 1.14% |
| BP Brett Pohl Kingdom Financial Group LLC | 218 | $26,067.87 | $25,466.76 | -$601.11 | -2.31% |
| MV Moises Valladares Insigneo Advisory Services LLC | 6,206 | $738,503.39 | $725,326.25 | -$13,177.14 | -1.78% |
| NH Nathaniel Holden Core Wealth Partners LLC | 9,208 | $1.09M | $1.08M | -$14,950.72 | -1.37% |
| TAL TFB Advisors LLC TFB Advisors LLC | 9,243 | $1.08M | $1.08M | -$2,259.43 | -0.21% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 104,497 | $12.03M | $12.21M | $177,932.55 | 1.48% |
Jason R. Parker Parker Financial LLC | 7,647 | $878,564.34 | $893,704.89 | $15,140.55 | 1.72% |
| PBO Paul B. Ordonio Park Place Capital Corp. | 125 | $14,485.49 | $14,611.87 | $126.38 | 0.87% |
Jeffrey Steele Silverlake Wealth Management LLC | 2,612 | $311,531.98 | $305,329.74 | -$6,202.24 | -1.99% |
Jill Batley Gateway Wealth Partners LLC | 28,738 | $3.41M | $3.36M | -$50,229.43 | -1.47% |
Johnathan Kasting DDFG Inc. | 371,059 | $43.49M | $43.37M | -$115,999.51 | -0.27% |
| FFM Flagstone Financial Management Flagstone Financial Management | 2,042 | $238,986.06 | $238,699.59 | -$286.47 | -0.12% |