| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 8,200 | $375,286.99 | $376,462 | $1,175.01 | 0.31% |
| KB Kyle Bubeck Independence Asset Advisors, LLC | 6,160 | $283,791 | $282,805.6 | -$985.4 | -0.35% |
| JM James Morris FMA Wealth Management, LLC | 275,341 | $12.68M | $12.64M | -$43,865.35 | -0.35% |
| JRH Jessica Riley Hale GC Wealth Management RIA, LLC | 11,937 | $549,938 | $548,027.67 | -$1,910.33 | -0.35% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 75,055 | $3.46M | $3.45M | -$9,225.09 | -0.27% |
| MW Mark Weiskind Fairway Wealth LLC | 444 | $20,553 | $20,384.04 | -$168.96 | -0.82% |
| CY Cathy Yasui Central Pacific Bank - Trust Division | 766 | $35,458 | $35,167.06 | -$290.94 | -0.82% |
| MF Mark Finney McCarthy & Cox | 120,387 | $5.58M | $5.53M | -$50,547.9 | -0.91% |
| BG Brady Green GGM Financials LLC | 950 | $44,096.76 | $43,614.5 | -$482.26 | -1.09% |
| BW Bruce Wheadon Transce3nd, LLC | 3,263 | $151,094.88 | $149,804.33 | -$1,290.55 | -0.85% |
| KB Kenneth Bellavance Investment Planning Advisors, Inc. | 18,372 | $840,784.21 | $843,458.52 | $2,674.31 | 0.32% |
| BS Brandt Sakakeeny Rockingstone Advisors LLC | 22,055 | $999,110.72 | $1.01M | $13,434.33 | 1.34% |
| CW Chad Warrick Summit Wealth Partners, LLC | 7,012 | $324,836.58 | $321,920.92 | -$2,915.66 | -0.9% |
| DL David Levy Diversified Enterprises LLC | 793,208 | $36.76M | $36.42M | -$339,614.27 | -0.92% |
| 5WL 5T Wealth LLC 5T Wealth LLC | 41,238 | $1.89M | $1.89M | $3,161.3 | 0.17% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 11,800 | $538,859 | $541,738 | $2,879 | 0.53% |
| HWP Highline Wealth Partners LLC Highline Wealth Partners LLC | 324 | $14,927 | $14,874.84 | -$52.16 | -0.35% |
| BIL Beckerman Institutional LLC Beckerman Institutional LLC | 60,635 | $2.81M | $2.78M | -$21,436.94 | -0.76% |
| KE Karen Eamon Next Level Wealth Planning LLC | 9,698 | $448,648.68 | $445,235.18 | -$3,413.5 | -0.76% |
| JHW Jefferson H. West Legacy Investment Solutions LLC | 3,316 | $151,474.94 | $152,237.56 | $762.62 | 0.5% |