| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Loni Adams Daymark Wealth Partners LLC | 31,614 | $3.4M | $3.34M | -$62,596.04 | -1.84% |
Jessica Thayer Unique Wealth LLC | 232,682 | $24.82M | $24.58M | -$243,642.07 | -0.98% |
Stephen Cheifetz Kades & Cheifetz LLC | 46,619 | $4.96M | $4.92M | -$30,896.69 | -0.62% |
Michael Snyder Beaumont Financial Advisors LLC | 13,919 | $1.48M | $1.47M | -$13,459.56 | -0.91% |
Jade Franke Retirement Investment Advisors Inc. | 543,022 | $57.72M | $57.36M | -$356,438.77 | -0.62% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 13,649 | $1.44M | $1.45M | $2,678.51 | 0.19% |
| VBG Vance B. Gray Jr. Gray Wealth Management Inc. | 2,615 | $302,935.37 | $276,248.6 | -$26,686.77 | -8.81% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 13,125 | $1.39M | $1.39M | -$2,328.59 | -0.17% |
Belena Vincetti Fortis Capital Advisors LLC | 82,195 | $8.74M | $8.68M | -$56,121.08 | -0.64% |
Jeffrey D. Munjack JDM Financial Group LLC | 356 | $38,131.16 | $37,579.36 | -$551.8 | -1.45% |
Adam Laibson Mainsail Financial Group LLC | 69,453 | $7.41M | $7.34M | -$68,437.47 | -0.92% |
Sheryl Stephens Stephens Consulting LLC | 7,398 | $801,657.41 | $781,524.72 | -$20,132.69 | -2.51% |
| BG Becki Goebel TCP Asset Management LLC | 4,405 | $472,053.17 | $465,344.2 | -$6,708.97 | -1.42% |
| BP Brett Pohl Kingdom Financial Group LLC | 26,256 | $2.82M | $2.78M | -$33,808 | -1.2% |
Stephen Smith Kestra Investment Management LLC | 616,563 | $65.53M | $65.13M | -$397,034.3 | -0.61% |
Scott Register Register Financial Advisors LLC | 442 | $46,849.58 | $46,692.88 | -$156.7 | -0.33% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 2,991 | $315,421.54 | $316,986.18 | $1,564.64 | 0.5% |
Timothy J. Videnka Forza Wealth Management LLC | 50,700 | $5.34M | $5.36M | $19,578 | 0.37% |
Kevin Gray Lodestar Private Asset Management LLC | 7,903 | $838,258.7 | $834,872.92 | -$3,385.78 | -0.4% |
Amy Ardeel Icon Wealth Advisors LLC | 232,862 | $24.73M | $24.6M | -$131,301.82 | -0.53% |