| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Clint Dunn Beaird Harris Wealth Management LLC | 208 | $10,816 | $10,964.72 | $148.72 | 1.37% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 75,469 | $4.07M | $3.98M | -$88,705.04 | -2.18% |
| TG Tyler Glazier New Millennium Group LLC | 125,464 | $6.78M | $6.61M | -$170,893.9 | -2.52% |
Kathryn Brown Morton Brown Family Wealth LLC | 2,486 | $127,432.36 | $131,049.49 | $3,617.13 | 2.84% |
John Gorlow Cardiff Park Advisors LLC | 570 | $33,783.9 | $30,047.55 | -$3,736.35 | -11.06% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 449,962 | $23.64M | $23.72M | $76,910.93 | 0.33% |
| EL Eric Lai Archvest Wealth Advisors Inc. | 34,959 | $1.86M | $1.84M | -$18,084.4 | -0.97% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 19,801 | $1.02M | $1.04M | $25,112.25 | 2.47% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 306,562 | $16.36M | $16.16M | -$195,347.5 | -1.19% |
| SP Samantha Pierangeli City State Bank | 113,210 | $5.95M | $5.97M | $24,072.33 | 0.4% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 8,555 | $459,574.6 | $450,292.42 | -$9,282.18 | -2.02% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,726 | $411,190 | $406,580.75 | -$4,609.25 | -1.12% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 10,492 | $562,878.26 | $552,141.5 | -$10,736.76 | -1.91% |
Marc H. Stone Tyler-Stone Wealth Management | 5,084 | $286,341.68 | $267,545.5 | -$18,796.18 | -6.56% |
Dalila Toledo Ascent Group LLC | 10,120 | $538,006.15 | $532,767.4 | -$5,238.75 | -0.97% |
Michael Byun SageView Advisory Group LLC | 79,764 | $4.28M | $4.2M | -$84,414.59 | -1.97% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 204,709 | $10.92M | $10.78M | -$139,608.11 | -1.28% |
| TL Timothy Low Forte Asset Management LLC | 69,592 | $3.62M | $3.66M | $46,164.85 | 1.28% |
Amanda Hawley Atria Wealth Solutions Inc. | 90,461 | $4.6M | $4.76M | $167,145.92 | 3.64% |
| EL Edward Lowndes Angeles Wealth Management LLC | 475 | $25,593 | $25,015.87 | -$577.13 | -2.26% |