| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MLG Mary L. Gibbons RIA Advisory Group LLC | 5,980 | $366,335 | $359,397.99 | -$6,937.01 | -1.89% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 16,308 | $999,028.08 | $976,523.04 | -$22,505.04 | -2.25% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 6,918 | $392,283.26 | $411,344.28 | $19,061.02 | 4.86% |
Marc White Clarendon Private LLC | 5,108 | $291,739 | $306,071.36 | $14,332.36 | 4.91% |
Lucas Mosher SP Asset Management LLC | 4,383 | $269,409 | $261,358.29 | -$8,050.71 | -2.99% |
| BP Brett Pohl Kingdom Financial Group LLC | 615 | $37,798 | $36,192.75 | -$1,605.25 | -4.25% |
Bree Pate Olisti Co. Wealth LLC | 399 | $24,443 | $23,656.71 | -$786.29 | -3.22% |
Kevin Gray Lodestar Private Asset Management LLC | 4,459 | $246,904.52 | $265,132.14 | $18,227.62 | 7.38% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 53,492 | $3.12M | $3.19M | $77,720.46 | 2.49% |
| MWL Melia Wealth LLC Melia Wealth LLC | 29,228 | $1.66M | $1.72M | $64,076.31 | 3.87% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 10,572 | $584,773.65 | $628,505.4 | $43,731.75 | 7.48% |
Salvatore Cocivera Cora Capital Advisors LLC | 11,965 | $655,934.38 | $713,712.25 | $57,777.87 | 8.81% |
Kelly Christopher Significant Wealth Partners LLC | 45,672 | $2.62M | $2.74M | $121,325.01 | 4.62% |
Walter J. West Milestone Asset Management LLC | 101,946 | $5.65M | $6.13M | $475,948 | 8.42% |
Helen Semus Semus Wealth Partners LLC | 83,243 | $4.43M | $5.01M | $579,249.51 | 13.08% |
| SS Sasha Stewart Marmo Financial Group LLC | 10,706 | $622,012.12 | $628,442.2 | $6,430.08 | 1.03% |
Moises Valladares Insigneo Advisory Services LLC | 57,879 | $3.35M | $3.4M | $43,997.03 | 1.31% |
Michael Radoff LGT Financial Advisors LLC | 62 | $3,117.01 | $3,685.28 | $568.27 | 18.23% |
| TAL TFB Advisors LLC TFB Advisors LLC | 9,001 | $553,201 | $536,639.62 | -$16,561.38 | -2.99% |
Robert B. LaRue Owen LaRue LLC | 14,132 | $791,695.81 | $842,691.16 | $50,995.35 | 6.44% |