| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 17,654 | $861,235.83 | $878,639.58 | $17,403.75 | 2.02% |
Dalila Toledo Ascent Group LLC | 15,770 | $786,223.1 | $784,872.9 | -$1,350.2 | -0.17% |
| EM Erin Mccann Simplicity Wealth LLC | 20,043 | $992,284.61 | $997,540.11 | $5,255.5 | 0.53% |
| MH Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 68,646 | $3.39M | $3.42M | $29,922.49 | 0.88% |
Daniel Bennett APS Management Group Inc. | 60,121 | $2.99M | $2.99M | -$197.05 | -0.01% |
| RS Randy Smith Fairway Financial LLC | 142,132 | $6.93M | $7.07M | $143,284.09 | 2.07% |
| TG Timothy Gerlach Novem Group | 5,083 | $253,192 | $252,980.91 | -$211.09 | -0.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 51,739 | $2.52M | $2.58M | $58,319.52 | 2.32% |
Jeffrey Gilbert Balboa Wealth Partners | 5,311 | $265,466.29 | $264,487.8 | -$978.49 | -0.37% |
| NB Nolan Baker Retirement Guys Formula LLC | 5,481 | $268,506.77 | $272,953.8 | $4,447.03 | 1.66% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 10,185 | $507,314.85 | $507,263.92 | -$50.93 | -0.01% |
Mariana Coli Dunhill Financial LLC | 38 | $1,892 | $1,891.83 | -$0.17 | -0.01% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 93,770 | $4.51M | $4.67M | $160,393.84 | 3.56% |
| SM Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 11,850 | $588,269.08 | $589,952.25 | $1,683.17 | 0.29% |
Loni Adams Daymark Wealth Partners LLC | 4,686 | $231,249.44 | $233,315.94 | $2,066.5 | 0.89% |
Adam Laibson Mainsail Financial Group LLC | 154,233 | $7.5M | $7.67M | $170,178.95 | 2.27% |
| BG Becki Goebel TCP Asset Management LLC | 172,500 | $8.33M | $8.57M | $242,892.72 | 2.92% |
Ashley Goggins Hidden Cove Wealth Management LLC | 63,435 | $3.15M | $3.16M | $5,091.74 | 0.16% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 4,127 | $203,295.77 | $205,462.69 | $2,166.92 | 1.07% |
| TAL TFB Advisors LLC TFB Advisors LLC | 6,108 | $299,596.3 | $304,086.78 | $4,490.48 | 1.5% |