| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 283,141 | $3.22M | $3.19M | -$33,559.37 | -1.04% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 31,666 | $356,632.48 | $360,992.4 | $4,359.92 | 1.22% |
Jim Clark Worth Asset Management LLC | 43,478 | $499,562.22 | $489,997.06 | -$9,565.16 | -1.91% |
Craig Johnsen Fortitude Advisory Group LLC | 27,087 | $369,084.21 | $305,270.49 | -$63,813.72 | -17.29% |
Rodrigo Diaz Plan Group Financial LLC | 13,588 | $148,990.32 | $153,136.76 | $4,146.44 | 2.78% |
| CAL Cresta Advisors Ltd. Cresta Advisors Ltd. | 455,647 | $5.17M | $5.14M | -$31,271.46 | -0.61% |
Loni Adams Daymark Wealth Partners LLC | 14,340 | $168,352 | $161,611.8 | -$6,740.2 | -4% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 16,259 | $186,326.67 | $183,238.93 | -$3,087.74 | -1.66% |
Jeffrey Hanson Breakwater Capital Group | 138,718 | $1.54M | $1.56M | $22,333.49 | 1.45% |
Jeffrey Steele Silverlake Wealth Management LLC | 114,446 | $1.3M | $1.29M | -$14,673.21 | -1.12% |
Jill Batley Gateway Wealth Partners LLC | 13,250 | $148,798 | $149,327.5 | $529.5 | 0.36% |
Alexandra Stickelman Root Financial Partners, LLC | 10,244 | $120,259 | $115,449.88 | -$4,809.12 | -4% |
| MRC Martin R. Curiel MYECFO, LLC | 49,900 | $556,415 | $570,357 | $13,942 | 2.51% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,706 | $434,909.58 | $436,216.62 | $1,307.04 | 0.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 39,467 | $437,314.47 | $444,793.09 | $7,478.62 | 1.71% |
James Rankin Modern Wealth Management, LLC | 90,464 | $1.05M | $1.03M | -$21,714.83 | -2.07% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 23,400 | $263,388.42 | $263,718 | $329.58 | 0.13% |
Owen McCabe Tyche Wealth Partners LLC | 156,574 | $1.73M | $1.76M | $36,330.41 | 2.1% |
Kevin Kuhn Kuhn & Co Investment Counsel | 19,882 | $221,343.08 | $224,070.14 | $2,727.06 | 1.23% |
Ashley Meredith Abel Hall, LLC | 120,000 | $1.34M | $1.35M | $9,100 | 0.68% |