| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MM Michelle McCarthy Vantage Financial Partners LLC | 15,048 | $709,042.18 | $687,844.08 | -$21,198.1 | -2.99% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 36,148 | $1.67M | $1.65M | -$13,586.78 | -0.82% |
Dalila Toledo Ascent Group LLC | 16,251 | $748,856.36 | $743,076.97 | -$5,779.39 | -0.77% |
| EM Erin Mccann Simplicity Wealth LLC | 273,987 | $12.67M | $12.52M | -$141,726.44 | -1.12% |
| PO Patrick O'Connell Security Financial Services Inc. | 210,078 | $9.7M | $9.6M | -$102,122.04 | -1.05% |
Michael Byun SageView Advisory Group LLC | 123,487 | $5.78M | $5.65M | -$128,572.15 | -2.23% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 28,685 | $1.34M | $1.31M | -$28,679.83 | -2.14% |
Brian Levy West Wealth Group LLC | 428,064 | $20.52M | $19.57M | -$944,669.46 | -4.6% |
Candice Gilman Sofi Wealth LLC | 1.55M | $71.68M | $71.05M | -$632,785.28 | -0.88% |
| MT Michael Topley Lansing Street Advisors | 16,686 | $755,829.42 | $762,967.35 | $7,137.93 | 0.94% |
Mark Fiskio Empirical Asset Management LLC | 12,533 | $573,617.44 | $573,071.42 | -$546.02 | -0.1% |
Conor Sheridan Sheridan Capital Management LLC | 68,220 | $3.14M | $3.12M | -$24,795.72 | -0.79% |
| TG Timothy Gerlach Novem Group | 7,274 | $330,255.02 | $332,603.65 | $2,348.63 | 0.71% |
| TL Timothy Low Forte Asset Management LLC | 103,947 | $4.82M | $4.75M | -$67,554.87 | -1.4% |
Amanda Hawley Atria Wealth Solutions Inc. | 1.1M | $50.51M | $50.08M | -$435,467.26 | -0.86% |
| ED Eric Dahm Range Financial Group LLC | 74,642 | $3.43M | $3.41M | -$17,370.06 | -0.51% |
Angela Cox W Advisors LLC | 45,639 | $2.11M | $2.09M | -$25,770.72 | -1.22% |
Kevin Zemann WealthPlan Investment Management LLC | 20,666 | $955,389.18 | $945,159.51 | -$10,229.67 | -1.07% |
| VC Vito Collacuro Sutton Place Investors LLC | 33,688 | $1.55M | $1.54M | -$13,738.04 | -0.88% |
| TD Teresa Douberly Ridgeline Wealth LLC | 10,010 | $452,434.71 | $457,807.35 | $5,372.64 | 1.19% |