| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Missy Straw Nilsine Partners LLC | 258,269 | $13.27M | $13.25M | -$26,912.96 | -0.2% |
Penny Paul Andina Capital Management LLC | 62,689 | $3.22M | $3.22M | -$1,074.48 | -0.03% |
| DW Darren Woolson Asset Allocation Strategies LLC | 195,826 | $10.03M | $10.07M | $33,280.59 | 0.33% |
| CMD Chris M. Denholm Objective Capital Management LLC | 10,445 | $535,862.7 | $535,724.05 | -$138.65 | -0.03% |
Jim Clark Worth Asset Management LLC | 25,993 | $1.33M | $1.33M | -$1,474.15 | -0.11% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,254 | $474,636.34 | $474,637.66 | $1.32 | - |
Kevin Zemann WealthPlan Investment Management LLC | 348,921 | $17.86M | $17.9M | $35,242.83 | 0.2% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 11,376 | $585,864.41 | $584,840.16 | -$1,024.25 | -0.17% |
Victoria Latham Fiduciary Alliance LLC | 84,787 | $4.35M | $4.35M | -$4,894.08 | -0.11% |
Parker Johnson Cooper Capital Advisors LLC | 512,528 | $26.28M | $26.29M | $2,799.14 | 0.01% |
Stephen Smith Kestra Investment Management LLC | 202,779 | $10.38M | $10.4M | $17,912.04 | 0.17% |
Scott Register Register Financial Advisors LLC | 7,274 | $373,372.76 | $373,083.46 | -$289.3 | -0.08% |
| AWL Atlas Wealth LLC Atlas Wealth LLC | 44,863 | $2.3M | $2.3M | $897.27 | 0.04% |
Jeffrey Hanson Breakwater Capital Group | 48,283 | $2.48M | $2.48M | -$4,157.73 | -0.17% |
Moises Valladares Insigneo Advisory Services LLC | 15,689 | $803,561.6 | $806,571.49 | $3,009.89 | 0.37% |
Andrew T. Gardener Tanglewood Legacy Advisors LLC | 213,996 | $10.97M | $10.99M | $19,134.22 | 0.17% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 597,202 | $30.59M | $30.63M | $40,356.19 | 0.13% |
Kevin Kroskey True Wealth Design LLC | 500 | $25,590 | $25,645 | $55 | 0.21% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 5,474 | $280,651.98 | $281,199.38 | $547.4 | 0.2% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 5,648 | $289,573 | $289,685.92 | $112.92 | 0.04% |