| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FG Fanie Gouws Gouws Capital LLC | 5,208 | $557,866.96 | $559,990.2 | $2,123.24 | 0.38% |
Clint Dunn Beaird Harris Wealth Management LLC | 198 | $20,875.14 | $21,296.88 | $421.74 | 2.02% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 98,371 | $10.82M | $10.58M | -$238,356.28 | -2.2% |
David B. Short Investments & Financial Planning LLC | 3,440 | $451,045.25 | $370,109.6 | -$80,935.65 | -17.94% |
Caroline Jankowski Operose Advisors LLC | 2,663 | $291,920.56 | $286,472.22 | -$5,448.34 | -1.87% |
Ana-Maria Ignat Covestor Ltd | 1,831 | $196,892.91 | $196,548.69 | -$344.22 | -0.17% |
| RW Ryan Westerbeck Greenup Street Wealth Management LLC | 6,281 | $671,719.45 | $675,678.57 | $3,959.12 | 0.59% |
John Gorlow Cardiff Park Advisors LLC | 1,786 | $228,002.18 | $192,102.16 | -$35,900.02 | -15.75% |
| SD Stefan Demuth Ameliora Wealth Management Ltd. | 1,475 | $157,589 | $158,651 | $1,062 | 0.67% |
Jay Richards Investment Advisory Group LLC | 15,781 | $2.09M | $1.7M | -$393,470.15 | -18.82% |
| SP Samantha Pierangeli City State Bank | 5,910 | $635,890 | $636,122.85 | $232.85 | 0.04% |
| SH Suzanne Hammer 5th Street Advisors LLC | 52,792 | $5.49M | $5.68M | $187,379.51 | 3.41% |
| WTM W. Travis McKinney HB Wealth Management LLC | 6,012 | $659,192.51 | $645,237.9 | -$13,954.61 | -2.12% |
| RW Roger Wittlin Roger Wittlin Investment Advisory LLC | 6,952 | $732,984.21 | $747,757.12 | $14,772.91 | 2.02% |
Mark Perrault Intergy Private Wealth LLC | 12,593 | $1.39M | $1.35M | -$35,481.73 | -2.55% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 23 | $2,463.76 | $2,468.47 | $4.71 | 0.19% |
| LWL Leo Wealth LLC Leo Wealth LLC | 304,760 | $33.46M | $32.71M | -$749,267.95 | -2.24% |
| WJ William Jollie Quent Capital LLC | 1,577 | $173,769.63 | $169,338.26 | -$4,431.37 | -2.55% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 3,195 | $346,734.79 | $342,903.37 | -$3,831.42 | -1.11% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 20,760 | $2.23M | $2.23M | -$3,212.57 | -0.14% |