| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JBS Joseph Blane Shea Horizon Family Wealth Inc. | 1,433 | $209,784.2 | $212,850.65 | $3,066.45 | 1.46% |
| SP Samantha Pierangeli City State Bank | 6,104 | $935,338.54 | $906,657.64 | -$28,680.9 | -3.07% |
Christopher Pelch Vance Wealth LLC | 83,404 | $12.66M | $12.39M | -$267,179.39 | -2.11% |
| RS Roger Steed KRS Capital Management LLC | 1,999 | $320,396.11 | $298,130.86 | -$22,265.25 | -6.95% |
Brett Lee Planning Center Inc. | 6,063 | $915,773.89 | $900,567.7 | -$15,206.19 | -1.66% |
| BFA Blackston Financial Advisory Group LLC Blackston Financial Advisory Group LLC | 4,216 | $695,413.52 | $626,223.56 | -$69,189.96 | -9.95% |
| EI Excelsior Investors Intelligent Financial Strategies | 1 | $151.56 | $148.53 | -$3.03 | -2% |
| TRI Trail Ridge Investment Advisors LLC Trail Ridge Investment Advisors LLC | 4,074 | $630,224.19 | $605,131.59 | -$25,092.6 | -3.98% |
| TA Thomas Anderton 626 Financial LLC | 8,054 | $1.09M | $1.2M | $108,235.06 | 9.9% |
| MC Morgan Christen Spinnaker Investment Group LLC | 6,230 | $1.01M | $925,373.05 | -$80,312.62 | -7.99% |
| MH Michael Hackman HFG Advisors Inc. | 19,329 | $3.26M | $2.87M | -$387,535.45 | -11.89% |
| MWM Marion Wealth Management Marion Wealth Management | 14,602 | $2.35M | $2.17M | -$178,624.07 | -7.61% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 1,903 | $286,123.47 | $282,557.44 | -$3,566.03 | -1.25% |
| WTM W. Travis McKinney HB Wealth Management LLC | 269,183 | $41.95M | $40M | -$1.95M | -4.65% |
| LF Lukas Feh LGT Group Foundation | 1.02M | $170.02M | $151.21M | -$18.81M | -11.07% |
Martin Schoeffel LGT Fund Management Co. Ltd. | 201,057 | $30.44M | $29.85M | -$589,903.67 | -1.94% |
| MC mike Chen Byrne Asset Management LLC | 6,333 | $1.04M | $949,126.71 | -$86,352.1 | -8.34% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 3,667 | $596,844.71 | $544,476.16 | -$52,368.55 | -8.77% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 6,178 | $988,266.08 | $917,309.44 | -$70,956.64 | -7.18% |
| NG Nathan Geraci ETF Store Inc. | 2,939 | $424,509.16 | $436,382.72 | $11,873.56 | 2.8% |