| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Haller Compass Financial Group Inc./SD | 48,838 | $550,205.91 | $547,962.36 | -$2,243.55 | -0.41% |
David Bach River Street Advisors LLC | 44,489 | $488,490 | $498,276.8 | $9,786.8 | 2% |
Scott Boyce Decker Retirement Planning Inc. | 349 | $3,894.21 | $3,908.8 | $14.59 | 0.37% |
Christopher C. Powers Farther Finance Advisors, LLC | 28,948 | $324,309.85 | $324,217.6 | -$92.25 | -0.03% |
Stacey Cheek Wheelhouse Advisory Group LLC | 17,304 | $189,995.71 | $193,804.8 | $3,809.09 | 2% |
Courtney Haddad Concurrent Investment Advisors, LLC | 70,017 | $787,542.66 | $784,190.4 | -$3,352.26 | -0.43% |
James Rankin Modern Wealth Management, LLC | 30,936 | $345,240.12 | $349,886.16 | $4,646.04 | 1.35% |
Owen McCabe Tyche Wealth Partners LLC | 16,729 | $203,927 | $187,699.38 | -$16,227.62 | -7.96% |
Curtis Burkholder Bare Financial Services, Inc | 1,055 | $12,396 | $11,816 | -$580 | -4.68% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 257,407 | $2.83M | $2.91M | $79,796.09 | 2.82% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 24,505 | $284,258 | $277,151.55 | -$7,106.45 | -2.5% |
Ashley Meredith Abel Hall, LLC | 22,000 | $255,200 | $246,400 | -$8,800 | -3.45% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 26,100 | $290,914.4 | $292,320 | $1,405.6 | 0.48% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 1,348 | $14,801 | $15,097.6 | $296.6 | 2% |
Neil Azous Rareview Capital LLC | 401,225 | $4.46M | $4.49M | $36,110.13 | 0.81% |
Heather Scully NWF Advisory Services Inc. | 11,252 | $130,524 | $126,022.4 | -$4,501.6 | -3.45% |
| RN Ron New Whipplewood Advisors LLC | 32,930 | $363,443.4 | $368,816 | $5,372.6 | 1.48% |
| TM Thomas Morgan Corps Capital Advisors LLC | 17,100 | $196,992 | $191,520 | -$5,472 | -2.78% |
| CW Chung Wu Chung Wu Investment Group LLC | 7,000 | $77,770 | $78,400 | $630 | 0.81% |
| DN Daniel Newman Noble Wealth Management PBC | 31,856 | $349,779 | $356,787.2 | $7,008.2 | 2% |