| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 15,148 | $702,221.81 | $695,520.42 | -$6,701.39 | -0.95% |
Dalila Toledo Ascent Group LLC | 8,427 | $391,097.07 | $386,925.7 | -$4,171.37 | -1.07% |
Michael Byun SageView Advisory Group LLC | 6 | $287 | $275.49 | -$11.51 | -4.01% |
| TG Timothy Gerlach Novem Group | 9,923 | $459,206.78 | $455,614.54 | -$3,592.24 | -0.78% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,513 | $991,103.91 | $987,984.52 | -$3,119.39 | -0.31% |
Jeffrey Gilbert Balboa Wealth Partners | 10,366 | $478,839.82 | $476,058.55 | -$2,781.27 | -0.58% |
Kevin Zemann WealthPlan Investment Management LLC | 43,523 | $2.01M | $2M | -$16,076.66 | -0.8% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 8,118 | $368,399.15 | $372,291.48 | $3,892.33 | 1.06% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 11,275 | $521,919.75 | $517,804.37 | -$4,115.38 | -0.79% |
Jill Grimes Centurion Wealth Management LLC | 70,932 | $3.25M | $3.26M | $11,138.47 | 0.34% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 48,742 | $2.26M | $2.24M | -$22,550.03 | -1% |
Daniel Guy Ethos Financial Group LLC | 114,717 | $5.32M | $5.27M | -$54,342.85 | -1.02% |
| VL Victoria Latham Fiduciary Alliance LLC | 131,213 | $6.05M | $6.03M | -$19,377.67 | -0.32% |
Loni Adams Daymark Wealth Partners LLC | 165,677 | $7.66M | $7.61M | -$53,303.63 | -0.7% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 16,779 | $774,134.09 | $770,575.57 | -$3,558.52 | -0.46% |
| BIP Blue Investment Partners LLC Blue Investment Partners LLC | 222,272 | $10.19M | $10.21M | $13,492.82 | 0.13% |
Belena Vincetti Fortis Capital Advisors LLC | 25,282 | $1.17M | $1.16M | -$6,563.97 | -0.56% |
| QS Quentin Stoker Gallacher Capital Management LLC | 5,165 | $230,855.23 | $237,176.8 | $6,321.57 | 2.74% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 6,282 | $289,400 | $288,500.85 | -$899.15 | -0.31% |
Kevin Gray Lodestar Private Asset Management LLC | 601,468 | $27.59M | $27.62M | $30,890.02 | 0.11% |