| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeff Ameen Spire Wealth Management | 482,831 | $24.43M | $24.3M | -$136,198.27 | -0.56% |
Drew Waldron Canvas Wealth Advisors LLC | 59,533 | $3.01M | $3M | -$8,337.05 | -0.28% |
Eric Becker Guardian Wealth Advisors LLC | 230,696 | $11.67M | $11.61M | -$58,479.18 | -0.5% |
Daren Blonski Fermata Advisors LLC | 60,042 | $3.02M | $3.02M | -$871.09 | -0.03% |
| KB Kristina Bentzen Paradigm, Strategies in Wealth Management LLC | 244,963 | $12.33M | $12.33M | -$5,200.89 | -0.04% |
| SMM Stephen Michael Mangold Tectonic Advisors LLC | 4,097 | $207,185.29 | $206,242.98 | -$942.31 | -0.45% |
Rajesh Chelapurath Ceera Investments LLC | 266,246 | $13.48M | $13.4M | -$83,019.93 | -0.62% |
Donna Rittershausen Koss-Olinger Consulting LLC | 8,054 | $407,610.18 | $405,438.36 | -$2,171.82 | -0.53% |
Kyle P. Smith NewEdge Wealth LLC | 265,262 | $13.39M | $13.35M | -$45,330.94 | -0.34% |
| FFA Fi3 FINANCIAL ADVISORS LLC Fi3 FINANCIAL ADVISORS LLC | 7,752 | $392,218.44 | $390,274.44 | -$1,944 | -0.5% |
Jessica Clark Caerus Investment Advisors LLC | 17,269 | $873,915.89 | $869,148.77 | -$4,767.12 | -0.55% |
Shad Lamm Keystone Wealth Services LLC | 15,831 | $801,023.01 | $796,774.23 | -$4,248.78 | -0.53% |
Dipen Mehta Invst LLC | 235,002 | $11.9M | $11.83M | -$76,547.71 | -0.64% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 9,063 | $458,659.27 | $456,050.16 | -$2,609.11 | -0.57% |
| TCL Therese C.D. Linden Bank of New Hampshire | 53,958 | $2.73M | $2.72M | -$9,634.6 | -0.35% |
Ryan Sanford Elevation Capital Advisory LLC | 95,980 | $4.86M | $4.83M | -$26,874.4 | -0.55% |
| HP Hannah Perry Crestmont Private Wealth LLC | 278,757 | $14.08M | $14.03M | -$57,539.67 | -0.41% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 15,802 | $798,578.33 | $795,316.24 | -$3,262.09 | -0.41% |
Spencer Rand Five Oceans Advisors | 9,070 | $458,760.09 | $456,583.8 | -$2,176.29 | -0.47% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 5,599 | $282,637.52 | $281,881.65 | -$755.87 | -0.27% |