| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian O'Rourke O'ROURKE & COMPANY Inc. | 286,947 | $13.24M | $12.91M | -$330,767.69 | -2.5% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 211,785 | $9.8M | $9.53M | -$277,799.95 | -2.83% |
Paul Elam Oak Harbor Wealth Partners LLC | 673 | $31,065.68 | $30,282.38 | -$783.3 | -2.52% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 15,739 | $729,478.73 | $707,389.35 | -$22,089.38 | -3.03% |
Dalila Toledo Ascent Group LLC | 8,620 | $399,998.23 | $387,425.9 | -$12,572.33 | -3.14% |
| EM Erin Mccann Simplicity Wealth LLC | 8,546 | $394,141.52 | $384,057.24 | -$10,084.28 | -2.56% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 46,259 | $2.13M | $2.08M | -$54,354.33 | -2.55% |
Michael Topley Lansing Street Advisors | 9,422 | $434,542.64 | $423,848.67 | -$10,693.97 | -2.46% |
Timothy Gerlach Novem Group | 22,293 | $1.03M | $1M | -$27,112.3 | -2.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 21,513 | $991,103.91 | $966,794.22 | -$24,309.69 | -2.45% |
Jeffrey Gilbert Balboa Wealth Partners | 11,503 | $531,278.26 | $517,002.33 | -$14,275.93 | -2.69% |
Kevin Zemann WealthPlan Investment Management LLC | 66,981 | $3.08M | $3.01M | -$72,803.28 | -2.36% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 9,892 | $450,216.03 | $444,595.94 | -$5,620.09 | -1.25% |
Kyle R. Spahn Spahn Wealth & Retirement LLC | 121,903 | $5.62M | $5.48M | -$145,152.78 | -2.58% |
Jill Grimes Centurion Wealth Management LLC | 65,238 | $2.99M | $2.93M | -$56,926.94 | -1.9% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 30,183 | $1.4M | $1.36M | -$43,128.26 | -3.08% |
Daniel Guy Ethos Financial Group LLC | 114,717 | $5.32M | $5.16M | -$167,339.09 | -3.14% |
Victoria Latham Fiduciary Alliance LLC | 131,852 | $6.08M | $5.93M | -$153,749.25 | -2.53% |
Loni Adams Daymark Wealth Partners LLC | 195,698 | $9.04M | $8.8M | -$248,843.68 | -2.75% |
Jessica Thayer Unique Wealth LLC | 5,403 | $247,746.41 | $242,918.88 | -$4,827.53 | -1.95% |