| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,553 | $141,697.05 | $136,437.21 | -$5,259.84 | -3.71% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 18,888 | $471,255.6 | $464,172.6 | -$7,083 | -1.5% |
| RT Robert Tutela Essex LLC | 71,571 | $1.73M | $1.76M | $25,209.07 | 1.45% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,574 | $39,047.37 | $38,681.05 | -$366.32 | -0.94% |
| DC Dominic Corabi Wedmont Private Capital | 23,674 | $573,589.65 | $581,551.81 | $7,962.16 | 1.39% |
Michael Byun SageView Advisory Group LLC | 118 | $2,939 | $2,898.08 | -$40.92 | -1.39% |
Jim Clark Worth Asset Management LLC | 8,395 | $206,181.2 | $206,181.2 | - | - |
Abraham Martinez Amara Financial LLC | 9,213 | $227,801 | $226,225.21 | -$1,575.79 | -0.69% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 13,870 | $325,182.15 | $340,716.55 | $15,534.4 | 4.78% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 186,286 | $4.43M | $4.58M | $145,752.11 | 3.29% |
Jeffrey D. Munjack JDM Financial Group LLC | 4,012 | $99,216.76 | $98,554.78 | -$661.98 | -0.67% |
| TT Thaddeus Toal RCS Financial Planning LLC | 19,241 | $478,082.96 | $472,655.16 | -$5,427.8 | -1.14% |
| CCW Cassaday & Co. Wealth Management LLC Cassaday & Co. Wealth Management LLC | 1,574 | $38,918 | $38,665.31 | -$252.69 | -0.65% |
Jesse Haller Compass Financial Group Inc./SD | 215,750 | $5.29M | $5.3M | $10,887.43 | 0.21% |
Courtney Holt Compound Planning, Inc. | 29,097 | $708,284.18 | $714,767.8 | $6,483.62 | 0.92% |
| DT Derek Tinnin Altiora Financial Group, LLC | 69,420 | $1.68M | $1.71M | $26,032.5 | 1.55% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,177 | $841,473.7 | $839,728.89 | -$1,744.81 | -0.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,097 | $401,324.46 | $395,422.8 | -$5,901.66 | -1.47% |
Scott McMillan White Wing Wealth Management | 417,474 | $10.19M | $10.26M | $66,544.61 | 0.65% |
Amir Har-El Savvy Advisors, Inc. | 12,539 | $312,409.62 | $308,020.53 | -$4,389.09 | -1.4% |