| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,040 | $106,488 | $106,375.8 | -$112.2 | -0.11% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 5,223 | $271,281.83 | $272,393.55 | $1,111.72 | 0.41% |
Bridget Davis Cedar Point Capital Partners LLC | 45,818 | $2.41M | $2.39M | -$19,428.44 | -0.81% |
Loni Adams Daymark Wealth Partners LLC | 11,102 | $581,093 | $578,969.3 | -$2,123.7 | -0.37% |
Jessica Thayer Unique Wealth LLC | 11,234 | $587,312.79 | $585,883.43 | -$1,429.36 | -0.24% |
Belena Vincetti Fortis Capital Advisors LLC | 75,263 | $3.88M | $3.92M | $41,794.16 | 1.08% |
| JS Jeffrey Starkey Kooman & Associates | 18,901 | $973,691.03 | $985,687.15 | $11,996.12 | 1.23% |
| SS Stephen Smith Kestra Investment Management LLC | 188,886 | $9.79M | $9.85M | $61,063.93 | 0.62% |
| FCP Fidelis Capital Partners LLC Fidelis Capital Partners LLC | 4,759 | $243,404.64 | $248,181.85 | $4,777.21 | 1.96% |
| DP Dean Pelos Commonwealth Retirement Investments LLC | 5,500 | $287,540 | $286,852.5 | -$687.5 | -0.24% |
Andy Peters Goldstein Advisors LLC | 4,021 | $209,304.88 | $209,715.25 | $410.37 | 0.2% |
Jeffrey Hanson Breakwater Capital Group | 39,868 | $2.08M | $2.08M | -$307.05 | -0.01% |
| NB Nathan Blair Palo Alto Wealth Advisors LLC | 14,123 | $734,957.73 | $736,585.06 | $1,627.33 | 0.22% |
| SC Salvatore Cocivera Cora Capital Advisors LLC | 19,094 | $991,305.29 | $995,847.57 | $4,542.28 | 0.46% |
| WJW Walter J. West Milestone Asset Management LLC | 5,372 | $281,747.68 | $280,687 | -$1,060.68 | -0.38% |
| THL Team Hewins LLC Team Hewins LLC | 19,922 | $1.05M | $1.04M | -$15,630.52 | -1.48% |
Jeffrey Rosenthal Viawealth LLC | 51,231 | $2.66M | $2.67M | $9,869.45 | 0.37% |
Andrew Lewis Genesis Private Wealth LLC | 117,410 | $6.08M | $6.13M | $45,077.92 | 0.74% |
Jill Batley Gateway Wealth Partners LLC | 5,532 | $288,728 | $288,632.1 | -$95.9 | -0.03% |
| GT Gregory Turcotte Alpha Financial Partners LLC | 37,000 | $1.92M | $1.93M | $11,639.43 | 0.61% |