| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIL PFG Investments LLC PFG Investments LLC | 8,968 | $958,716.51 | $947,379.52 | -$11,336.99 | -1.18% |
| JC Jared Calvert Buck Wealth Strategies LLC | 6,872 | $732,458.62 | $725,958.08 | -$6,500.54 | -0.89% |
| AW Ariel Weisbard Values Added Financial LLC | 7,536 | $802,428.29 | $796,103.04 | -$6,325.25 | -0.79% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 30 | $3,120.23 | $3,169.2 | $48.97 | 1.57% |
Gregory Bosch Strategies Wealth Advisors, LLC | 31,552 | $3.37M | $3.34M | -$28,040.37 | -0.83% |
Alexandra Stickelman Root Financial Partners, LLC | 3,825 | $406,077.06 | $404,073 | -$2,004.06 | -0.49% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 2,074 | $218,502.2 | $219,532.9 | $1,030.7 | 0.47% |
Able Financial Group LLC ABLE Financial Group, LLC | 11,441 | $1.2M | $1.21M | $13,271.43 | 1.11% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 8,150 | $873,771.71 | $860,966 | -$12,805.71 | -1.47% |
Courtney Holt Compound Planning, Inc. | 60,117 | $6.39M | $6.35M | -$35,974.6 | -0.56% |
Katherine Stoner Empower Advisory Group, LLC | 3,183 | $339,113.7 | $337,334.34 | -$1,779.36 | -0.52% |
Nemes Rush Group LLC Nemes Rush Group LLC | 397 | $42,532.57 | $42,026.42 | -$506.15 | -1.19% |
Megan J. Lottier Rockwood Wealth Management, LLC | 281,594 | $29.42M | $29.75M | $324,077.74 | 1.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,987 | $318,306.19 | $315,546.68 | -$2,759.51 | -0.87% |
| DT Derek Tinnin Altiora Financial Group, LLC | 7,103 | $754,906.1 | $752,527.33 | -$2,378.77 | -0.32% |
| MRC Martin R. Curiel MYECFO, LLC | 10,911 | $1.15M | $1.16M | $2,966.92 | 0.26% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 193,485 | $20.65M | $20.44M | -$211,038.53 | -1.02% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 36,657 | $3.92M | $3.87M | -$51,295.99 | -1.31% |
| ACL AIFG Consultants Ltd. AIFG Consultants Ltd. | 3,722 | $399,358.84 | $393,192.08 | -$6,166.76 | -1.54% |
Bradley H. Owens LJI Wealth Management, LLC | 6,288 | $674,137.93 | $664,264.32 | -$9,873.61 | -1.46% |