| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SP Samantha Pierangeli City State Bank | 174 | $8,572.98 | $8,795.7 | $222.72 | 2.6% |
Christopher Pelch Vance Wealth LLC | 5,921 | $297,236.53 | $299,306.55 | $2,070.02 | 0.7% |
Daniel Forbes Forbes Financial Planning Inc. | 16,381 | $829,420.54 | $828,059.55 | -$1,360.99 | -0.16% |
| NG Nathan Geraci ETF Store Inc. | 6,137 | $314,389.34 | $310,225.35 | -$4,163.99 | -1.32% |
| EW Ed West Values First Advisors Inc. | 91,733 | $4.61M | $4.64M | $30,690.19 | 0.67% |
| SM Samuel Miller Kraft, Davis & Associates LLC | 259,050 | $13.24M | $13.09M | -$148,855.92 | -1.12% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 22,844 | $1.14M | $1.15M | $11,645.97 | 1.02% |
Luther Hartwell Hodges Waycross Investment Management Co. | 6,794 | $334,740.15 | $343,436.7 | $8,696.55 | 2.6% |
| CMD Chris M. Denholm Objective Capital Management LLC | 19,187 | $977,757.32 | $969,902.85 | -$7,854.47 | -0.8% |
| TG Timothy Gerlach Novem Group | 16,808 | $850,872.43 | $849,644.4 | -$1,228.03 | -0.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 68,050 | $3.47M | $3.44M | -$31,901.5 | -0.92% |
Kevin Zemann WealthPlan Investment Management LLC | 29,851 | $1.53M | $1.51M | -$20,256.23 | -1.32% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 250 | $12,775 | $12,637.5 | -$137.5 | -1.08% |
Mark Mowrey Signature Resources Capital Management LLC | 2,287 | $115,539 | $115,607.85 | $68.85 | 0.06% |
Jill Grimes Centurion Wealth Management LLC | 21,096 | $1.06M | $1.07M | $10,743.93 | 1.02% |
| GCI GUIDANCE CAPITAL Inc. GUIDANCE CAPITAL Inc. | 31,003 | $1.55M | $1.57M | $22,133.06 | 1.43% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 644,912 | $32.78M | $32.6M | -$178,850.18 | -0.55% |
| MR Michael Radoff LGT Financial Advisors LLC | 747 | $37,140.88 | $37,760.85 | $619.97 | 1.67% |
Andrew Brady Brady Family Wealth LLC | 84,905 | $4.23M | $4.29M | $61,957.71 | 1.46% |
Ann Reilley Alpha Financial Advisors LLC | 115,525 | $5.92M | $5.84M | -$81,666.27 | -1.38% |