| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Geraci ETF Store Inc. | 129,546 | $3.17M | $3.12M | -$43,714.56 | -1.38% |
Courtney Lawson Autumn Glory Partners LLC | 14,870 | $361,731.2 | $358,367 | -$3,364.2 | -0.93% |
Michelle McCarthy Vantage Financial Partners LLC | 26,512 | $649,278.88 | $638,939.2 | -$10,339.68 | -1.59% |
Paul Elam Oak Harbor Wealth Partners LLC | 12 | $292.34 | $288.6 | -$3.74 | -1.28% |
| EM Erin Mccann Simplicity Wealth LLC | 30,616 | $746,328.88 | $736,314.77 | -$10,014.11 | -1.34% |
Ed West Values First Advisors Inc. | 9,299 | $224,477.86 | $224,105.9 | -$371.96 | -0.17% |
Michael Byun SageView Advisory Group LLC | 10,957 | $264,503 | $263,724.03 | -$778.97 | -0.29% |
Brian Clay Clay Northam Wealth Management LLC | 14,300 | $348,180 | $343,915 | -$4,265 | -1.22% |
Mark Vicencio Lowery Thomas LLC | 161,394 | $3.92M | $3.89M | -$30,280.68 | -0.77% |
Allison Brooke Blake WorthPointe LLC | 46,491 | $1.13M | $1.12M | -$12,552.57 | -1.11% |
| DW Darren Woolson Asset Allocation Strategies LLC | 117,630 | $2.85M | $2.83M | -$19,255.74 | -0.67% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 2.3M | $55.8M | $55.55M | -$256,081.67 | -0.46% |
Mark Fiskio Empirical Asset Management LLC | 14,885 | $372,740.47 | $358,267.06 | -$14,473.41 | -3.88% |
Timothy Gerlach Novem Group | 826,202 | $19.95M | $19.91M | -$36,165.94 | -0.18% |
Amanda Hawley Atria Wealth Solutions Inc. | 52,120 | $1.25M | $1.26M | $2,084.8 | 0.17% |
Jeffrey Gilbert Balboa Wealth Partners | 15,520 | $374,652.8 | $373,550.88 | -$1,101.92 | -0.29% |
Edward Lowndes Angeles Wealth Management LLC | 756 | $18,249.84 | $18,219.6 | -$30.24 | -0.17% |
| TL Tradewinds LLC Tradewinds LLC | 7,040 | $170,227.04 | $169,664 | -$563.04 | -0.33% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 50,764 | $1.23M | $1.22M | -$12,781.09 | -1.04% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 111,555 | $2.72M | $2.69M | -$34,525.29 | -1.27% |