| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amanda Hawley Atria Wealth Solutions Inc. | 331,249 | $16.72M | $16.74M | $25,770.68 | 0.15% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,508 | $327,133.88 | $328,263.52 | $1,129.64 | 0.35% |
Jeffrey Gilbert Balboa Wealth Partners | 68,388 | $3.46M | $3.45M | -$8,557.08 | -0.25% |
Edward Lowndes Angeles Wealth Management LLC | 4,000 | $200,927.89 | $202,160 | $1,232.11 | 0.61% |
| TL Tradewinds LLC Tradewinds LLC | 14,991 | $758,094.87 | $757,045.5 | -$1,049.37 | -0.14% |
Nolan Baker Retirement Guys Formula LLC | 306,792 | $15.5M | $15.51M | $326.86 | - |
| TD Teresa Douberly Ridgeline Wealth LLC | 11,775 | $595,462 | $595,108.5 | -$353.5 | -0.06% |
Adam Schwallier Schwallier Wealth Management LLC | 25,171 | $1.28M | $1.27M | -$6,040.08 | -0.47% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,937 | $704,794 | $704,375.98 | -$418.02 | -0.06% |
Brian Szymczak FSR Wealth Management Ltd. | 8,621 | $434,239.58 | $435,705.34 | $1,465.76 | 0.34% |
Mark Mowrey Signature Resources Capital Management LLC | 433 | $21,897 | $21,883.82 | -$13.18 | -0.06% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 206,622 | $10.41M | $10.44M | $30,813.83 | 0.3% |
Samuel Pressley Ridgepath Capital Management LLC | 367,780 | $18.61M | $18.58M | -$33,100.2 | -0.18% |
Rachel Faulk Cape Investment Advisory Inc. | 2,160 | $109,251 | $109,166.4 | -$84.6 | -0.08% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 336 | $17,045.28 | $16,954.56 | -$90.72 | -0.53% |
Mariana Coli Dunhill Financial LLC | 33,551 | $1.7M | $1.69M | -$6,971.74 | -0.41% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 142,701 | $7.18M | $7.21M | $33,605.31 | 0.47% |
Lukas Lindgren Abound Wealth Management | 1,011 | $51,129.03 | $51,095.94 | -$33.09 | -0.06% |
Drew Phillips Fortitude Family Office LLC | 44,338 | $2.24M | $2.24M | -$1,775.64 | -0.08% |
Scott Crane Crane Advisory LLC | 1.2M | $60.7M | $60.59M | -$105,239.42 | -0.17% |