| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| YA Yinka Akinsola Blue Trust Inc. | 37,952 | $1.91M | $1.92M | $3,468.2 | 0.18% |
Jeff Ameen Spire Wealth Management | 497,773 | $25.19M | $25.12M | -$67,807.96 | -0.27% |
| DW Drew Waldron Canvas Wealth Advisors LLC | 57,912 | $2.92M | $2.92M | $424.92 | 0.01% |
| EB Eric Becker Guardian Wealth Advisors LLC | 174,962 | $8.85M | $8.83M | -$15,330.91 | -0.17% |
Daren Blonski Fermata Advisors LLC | 58,787 | $2.96M | $2.97M | $7,396.74 | 0.25% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 261,146 | $13.14M | $13.18M | $41,378.64 | 0.31% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,097 | $207,185.29 | $206,775.59 | -$409.7 | -0.2% |
| RC Rajesh Chelapurath Ceera Investments LLC | 395,152 | $19.98M | $19.95M | -$33,401.35 | -0.17% |
| DR Donna Rittershausen Koss-Olinger Consulting LLC | 7,985 | $404,120.85 | $403,082.8 | -$1,038.05 | -0.26% |
Kyle P. Smith NewEdge Wealth LLC | 270,158 | $13.64M | $13.64M | $175.37 | - |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 4,995 | $252,796.95 | $252,147.6 | -$649.35 | -0.26% |
Jessica Clark Caerus Investment Advisors LLC | 15,564 | $787,694.04 | $785,670.72 | -$2,023.32 | -0.26% |
| SL Shad Lamm Keystone Wealth Services LLC | 13,568 | $686,583.1 | $684,914 | -$1,669.1 | -0.24% |
| DM Dipen Mehta Invst LLC | 216,586 | $10.97M | $10.93M | -$39,641.81 | -0.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 8,584 | $434,436.24 | $433,321.18 | -$1,115.06 | -0.26% |
| TCL Therese C.D. Linden Bank of New Hampshire | 59,736 | $3.02M | $3.02M | -$3,444.5 | -0.11% |
| RS Ryan Sanford Elevation Capital Advisory LLC | 99,225 | $5.02M | $5.01M | -$10,914.75 | -0.22% |
| HP Hannah Perry Crestmont Private Wealth LLC | 253,615 | $12.81M | $12.8M | -$10,678.29 | -0.08% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 17,091 | $863,923.23 | $862,582.77 | -$1,340.46 | -0.16% |
| SR Spencer Rand Five Oceans Advisors | 9,207 | $465,671.74 | $464,677.29 | -$994.45 | -0.21% |