| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JL James Langer Redmont Wealth Advisors LLC | 65,762 | $3.33M | $3.32M | -$11,243.85 | -0.34% |
| SH Suzanne Hammer 5th Street Advisors LLC | 154,325 | $7.82M | $7.79M | -$28,270.87 | -0.36% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 56,637 | $2.87M | $2.86M | -$8,126.84 | -0.28% |
| WTM W. Travis McKinney HB Wealth Management LLC | 9.55M | $480.57M | $482.19M | $1.62M | 0.34% |
| TF Taylor Fairman Eagle Rock Investment Company LLC | 15,983 | $800,588.47 | $806,901.75 | $6,313.28 | 0.79% |
| NG Nathan Geraci ETF Store Inc. | 4,657 | $236,262.91 | $235,108.64 | -$1,154.27 | -0.49% |
| RM Russell Mohberg Regatta Capital Group LLC | 63,160 | $3.2M | $3.19M | -$7,811.3 | -0.24% |
Courtney Lawson Autumn Glory Partners LLC | 74,274 | $3.76M | $3.75M | -$11,740.75 | -0.31% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 28,187 | $1.42M | $1.42M | -$1,286.57 | -0.09% |
| LWL Leo Wealth LLC Leo Wealth LLC | 45,423 | $2.3M | $2.29M | -$9,084.97 | -0.39% |
Marc H. Stone Tyler-Stone Wealth Management | 246,992 | $12.51M | $12.47M | -$39,137.89 | -0.31% |
| RAF Richard A. Flora Key Client Fiduciary Advisors LLC | 17,421 | $879,037.38 | $879,520.09 | $482.71 | 0.05% |
Dalila Toledo Ascent Group LLC | 5,094 | $255,927.53 | $257,170.59 | $1,243.06 | 0.49% |
| YH Yanjuan Huang Vienna Asset Management LLC | 78,391 | $3.97M | $3.96M | -$11,703.24 | -0.29% |
| PO Patrick O'Connell Security Financial Services Inc. | 12,462 | $630,809.55 | $628,957.14 | -$1,852.41 | -0.29% |
Jason DeBerry BancFirst Trust & Investment Management | 53,866 | $2.73M | $2.72M | -$10,533.4 | -0.39% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 227,539 | $11.46M | $11.49M | $24,011.13 | 0.21% |
Michael Byun SageView Advisory Group LLC | 765 | $38,714 | $38,621.02 | -$92.98 | -0.24% |
Dan Mohr Retireful LLC | 9,511 | $482,493.03 | $480,174.25 | -$2,318.78 | -0.48% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 107,959 | $5.45M | $5.45M | -$2,032.56 | -0.04% |