| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 10,293 | $120,325.03 | $120,531.03 | $206 | 0.17% |
Jim Clark Worth Asset Management LLC | 42,662 | $514,503.72 | $499,572.02 | -$14,931.7 | -2.9% |
Craig Johnsen Fortitude Advisory Group LLC | 35,591 | $528,967.65 | $416,770.61 | -$112,197.04 | -21.21% |
Rodrigo Diaz Plan Group Financial LLC | 13,410 | $151,398 | $157,031.1 | $5,633.1 | 3.72% |
| BP Brett Pohl Kingdom Financial Group LLC | 3,165 | $38,051.37 | $37,631.85 | -$419.52 | -1.1% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 24,465 | $285,836.47 | $286,485.15 | $648.68 | 0.23% |
Amy Ardeel Icon Wealth Advisors LLC | 12,246 | $145,915.32 | $143,400.66 | -$2,514.66 | -1.72% |
Jeffrey Hanson Breakwater Capital Group | 125,400 | $1.47M | $1.47M | -$2,612.8 | -0.18% |
Jesse Haller Compass Financial Group Inc./SD | 15,974 | $188,050.99 | $187,055.54 | -$995.45 | -0.53% |
Moises Valladares Insigneo Advisory Services LLC | 27,355 | $313,957.7 | $324,703.85 | $10,746.15 | 3.42% |
Jeffrey Steele Silverlake Wealth Management LLC | 83,449 | $975,120.67 | $977,187.79 | $2,067.12 | 0.21% |
Jill Batley Gateway Wealth Partners LLC | 10,000 | $115,000 | $117,100 | $2,100 | 1.83% |
| PIL PFG Investments LLC PFG Investments LLC | 37,796 | $460,441.51 | $442,591.16 | -$17,850.35 | -3.88% |
John Shanley Aspect Partners, LLC | 941 | $10,624 | $11,019.11 | $395.11 | 3.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 47,869 | $573,548.77 | $560,545.99 | -$13,002.78 | -2.27% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 27,493 | $333,215 | $321,943.03 | -$11,271.97 | -3.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 65,659 | $767,065.31 | $768,866.89 | $1,801.58 | 0.23% |
James Rankin Modern Wealth Management, LLC | 110,385 | $1.32M | $1.31M | -$6,623.17 | -0.5% |
Owen McCabe Tyche Wealth Partners LLC | 133,581 | $1.54M | $1.56M | $21,362.67 | 1.38% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 296 | $3,404 | $3,513.52 | $109.52 | 3.22% |