| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nolan Baker Retirement Guys Formula LLC | 6,633 | $376,688.07 | $360,569.88 | -$16,118.19 | -4.28% |
Rachel Faulk Cape Investment Advisory Inc. | 3,245 | $181,685.06 | $178,150.5 | -$3,534.56 | -1.95% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 46 | $2,181.78 | $2,468.82 | $287.04 | 13.16% |
| SHF Second Half Financial Partners LLC Second Half Financial Partners LLC | 499,503 | $26.1M | $27.41M | $1.31M | 5.03% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 4,832 | $260,242.3 | $263,875.52 | $3,633.22 | 1.4% |
Brian Dechow SWAN Capital LLC | 1,186 | $63,678.73 | $63,830.52 | $151.79 | 0.24% |
Jessica Thayer Unique Wealth LLC | 26,894 | $1.48M | $1.44M | -$34,937.03 | -2.37% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 9,731 | $540,557.05 | $531,993.77 | -$8,563.28 | -1.58% |
| BP Brett Pohl Kingdom Financial Group LLC | 503 | $28,565 | $26,996.01 | -$1,568.99 | -5.49% |
Jesse Ellington Dover Advisors LLC | 9,465 | $509,785 | $514,612.05 | $4,827.05 | 0.95% |
Walter J. West Milestone Asset Management LLC | 66,186 | $3.57M | $3.63M | $63,907.63 | 1.79% |
Moises Valladares Insigneo Advisory Services LLC | 39,106 | $2.21M | $2.09M | -$115,213.91 | -5.22% |
Robert B. LaRue Owen LaRue LLC | 113,790 | $6.15M | $6.19M | $39,755.68 | 0.65% |
Steven Trigili Garden State Investment Advisory Services LLC | 44,089 | $2.28M | $2.38M | $102,266.57 | 4.48% |
Robert Hackenberg Northeast Financial Group Inc. | 153,434 | $7.63M | $8.39M | $762,968.78 | 10.01% |
Jill Batley Gateway Wealth Partners LLC | 13,447 | $670,265.94 | $721,700.49 | $51,434.55 | 7.67% |
David Kronour Kapstone Financial Advisors LLC | 6,044 | $331,316.33 | $329,851.3 | -$1,465.03 | -0.44% |
Gregory Turcotte Alpha Financial Partners LLC | 17,420 | $953,004.94 | $956,358 | $3,353.06 | 0.35% |
Leigha Shepard Midwest Financial Group LLC | 18,250 | $1.02M | $1M | -$15,684.63 | -1.54% |
| PIL PFG Investments LLC PFG Investments LLC | 83,802 | $4.31M | $4.59M | $278,993.3 | 6.47% |