| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dan Mohr Retireful LLC | 19,263 | $973,517.96 | $969,279.49 | -$4,238.47 | -0.44% |
| CS Catherine Salsman Paragon Private Wealth Management LLC | 119,802 | $6.05M | $6.03M | -$19,811.49 | -0.33% |
| DW Darren Woolson Asset Allocation Strategies LLC | 34,517 | $1.75M | $1.74M | -$9,309.47 | -0.53% |
| BAW Boyce & Associates Wealth Consulting Inc. Boyce & Associates Wealth Consulting Inc. | 11,441 | $579,257.83 | $575,997.14 | -$3,260.69 | -0.56% |
Brian Levy West Wealth Group LLC | 4,795 | $241,524.15 | $241,404.27 | -$119.88 | -0.05% |
Christopher M. Marks Sterling Investment Counsel LLC | 10,386 | $526,651.38 | $522,883.17 | -$3,768.21 | -0.72% |
Timothy Gerlach Novem Group | 65,016 | $3.28M | $3.27M | -$4,460.38 | -0.14% |
Jim Clark Worth Asset Management LLC | 187,616 | $9.47M | $9.44M | -$31,334.11 | -0.33% |
Amanda Hawley Atria Wealth Solutions Inc. | 331,249 | $16.72M | $16.67M | -$47,104.1 | -0.28% |
| LV Leah Vaden Redwood Financial Network Corp. | 6,508 | $327,133.88 | $327,645.26 | $511.38 | 0.16% |
Jeffrey Gilbert Balboa Wealth Partners | 68,388 | $3.46M | $3.44M | -$16,079.76 | -0.46% |
Edward Lowndes Angeles Wealth Management LLC | 4,000 | $200,927.89 | $201,320 | $392.11 | 0.2% |
| TL Tradewinds LLC Tradewinds LLC | 14,991 | $758,094.87 | $754,721.89 | -$3,372.98 | -0.44% |
Nolan Baker Retirement Guys Formula LLC | 306,792 | $15.5M | $15.45M | -$59,497.58 | -0.38% |
| TD Teresa Douberly Ridgeline Wealth LLC | 7,325 | $370,425.41 | $368,777.12 | -$1,648.29 | -0.44% |
Adam Schwallier Schwallier Wealth Management LLC | 25,171 | $1.28M | $1.27M | -$10,696.72 | -0.84% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,937 | $704,794 | $701,240.15 | -$3,553.85 | -0.5% |
Brian Szymczak FSR Wealth Management Ltd. | 8,621 | $434,239.58 | $433,894.93 | -$344.65 | -0.08% |
Mark Mowrey Signature Resources Capital Management LLC | 433 | $21,897 | $21,790.72 | -$106.28 | -0.49% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 206,622 | $10.41M | $10.4M | -$12,556.13 | -0.12% |