| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Gregory Bosch Strategies Wealth Advisors, LLC | 10,781 | $546,380.28 | $542,715.54 | -$3,664.74 | -0.67% |
Legacy Capital Group California Inc. Legacy Capital Group California, Inc. | 228,759 | $11.57M | $11.51M | -$56,267.54 | -0.49% |
Benjamin J. Jones National Wealth Management Group, LLC | 24,785 | $1.25M | $1.25M | -$5,195 | -0.41% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 43,473 | $2.19M | $2.19M | -$4,045.82 | -0.18% |
Staci Compagno Portside Wealth Group, LLC | 21,181 | $1.07M | $1.07M | -$5,431.44 | -0.51% |
Courtney Holt Compound Planning, Inc. | 30,855 | $1.56M | $1.55M | -$9,986.27 | -0.64% |
Andrew Nall PMV Capital Advisers, LLC | 4,795 | $241,531.15 | $241,283.92 | -$247.23 | -0.1% |
Nemes Rush Group LLC Nemes Rush Group LLC | 846 | $42,816 | $42,570.72 | -$245.28 | -0.57% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 259,004 | $13.1M | $13.04M | -$63,591.8 | -0.49% |
Chad Tobin Slagle Financial, LLC | 6,330 | $318,580.95 | $318,525.6 | -$55.35 | -0.02% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 40,133 | $2.02M | $2.02M | -$5,013.46 | -0.25% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 29,451 | $1.49M | $1.48M | -$3,232.61 | -0.22% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 25,631 | $1.3M | $1.29M | -$8,722.92 | -0.67% |
Thomas Healy PFW Advisors LLC | 4,172 | $210,144 | $209,955.9 | -$188.1 | -0.09% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 9,432 | $477,164.85 | $474,854.04 | -$2,310.81 | -0.48% |
John Hayes LongView Wealth Management | 4,831 | $244,807.33 | $243,216.69 | -$1,590.64 | -0.65% |
Norden Group LLC NORDEN GROUP LLC | 92,705 | $4.7M | $4.67M | -$37,610.04 | -0.8% |
Christopher C. Powers Farther Finance Advisors, LLC | 420,309 | $21.22M | $21.14M | -$80,026.02 | -0.38% |
Peter David N Soliman Second Line Capital, LLC | 18,626 | $942,619 | $937,632.84 | -$4,986.16 | -0.53% |
| HG Heather Greenwood Cobblestone Asset Management LLC | 752,655 | $38.12M | $37.87M | -$245,728.62 | -0.64% |