| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brenda Bickle Adamsbrown Wealth Consultants LLC | 258,802 | $12.77M | $12.81M | $33,212.18 | 0.26% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,189 | $57,649.27 | $58,843.61 | $1,194.34 | 2.07% |
| LWL Leo Wealth LLC Leo Wealth LLC | 7,682 | $382,638 | $380,182.18 | -$2,455.82 | -0.64% |
Marc H. Stone Tyler-Stone Wealth Management | 21,151 | $1.03M | $1.05M | $17,493 | 1.7% |
Dalila Toledo Ascent Group LLC | 15,770 | $786,223.1 | $780,457.3 | -$5,765.8 | -0.73% |
| EM Erin Mccann Simplicity Wealth LLC | 29,376 | $1.46M | $1.45M | -$3,063.11 | -0.21% |
Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 53,042 | $2.62M | $2.63M | $5,553.25 | 0.21% |
Daniel Bennett APS Management Group Inc. | 60,121 | $2.99M | $2.98M | -$18,612.11 | -0.62% |
Randy Smith Fairway Financial LLC | 142,132 | $6.93M | $7.03M | $103,487.13 | 1.49% |
| DW Darren Woolson Asset Allocation Strategies LLC | 4,088 | $203,518 | $203,112.28 | -$405.72 | -0.2% |
Timothy Gerlach Novem Group | 5,553 | $276,587.64 | $274,817.97 | -$1,769.67 | -0.64% |
Amanda Hawley Atria Wealth Solutions Inc. | 51,739 | $2.52M | $2.56M | $43,056.52 | 1.71% |
Jeffrey Gilbert Balboa Wealth Partners | 5,436 | $271,688.79 | $269,816.95 | -$1,871.84 | -0.69% |
Nolan Baker Retirement Guys Formula LLC | 5,479 | $268,408.87 | $271,155.71 | $2,746.84 | 1.02% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 7,674 | $382,241.94 | $379,786.26 | -$2,455.68 | -0.64% |
Mariana Coli Dunhill Financial LLC | 38 | $1,892 | $1,886.14 | -$5.86 | -0.31% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 95,616 | $4.6M | $4.73M | $131,258.65 | 2.85% |
Sharon Medina INTEGRITY WEALTH ADVISORS Inc. | 11,850 | $588,269.08 | $586,456.5 | -$1,812.58 | -0.31% |
Adam Laibson Mainsail Financial Group LLC | 200,002 | $9.77M | $9.9M | $123,743.69 | 1.27% |
| BG Becki Goebel TCP Asset Management LLC | 188,811 | $9.14M | $9.34M | $201,074.99 | 2.2% |