| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Katherine Stoner Empower Advisory Group, LLC | 12,698 | $308,180 | $305,958.31 | -$2,221.69 | -0.72% |
Scott Kapusta First County Bank /CT/ | 32,046 | $778,623.05 | $772,148.37 | -$6,474.68 | -0.83% |
| DT Derek Tinnin Altiora Financial Group, LLC | 338,022 | $8.18M | $8.14M | -$31,229.18 | -0.38% |
| MRC Martin R. Curiel MYECFO, LLC | 9,413 | $229,423.15 | $226,806.23 | -$2,616.92 | -1.14% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 397,028 | $9.61M | $9.57M | -$42,577.14 | -0.44% |
Bradley Harsch Strategic Advocates LLC | 20 | $478.9 | $481.9 | $3 | 0.63% |
Christopher C. Powers Farther Finance Advisors, LLC | 664,015 | $16.07M | $16M | -$64,516.91 | -0.4% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 24,539 | $592,371 | $591,267.2 | -$1,103.8 | -0.19% |
| AK Alisha Kamadia United Community Bank | 818 | $19,853 | $19,709.71 | -$143.29 | -0.72% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,031 | $971,404.83 | $964,546.94 | -$6,857.89 | -0.71% |
Joseph C. Gissy Tactive Advisors, LLC | 11,339 | $276,416.21 | $273,213.2 | -$3,203.01 | -1.16% |
Amir Har-El Savvy Advisors, Inc. | 62,784 | $1.52M | $1.51M | -$5,725.93 | -0.38% |
United Advisor Group LLC United Advisor Group, LLC | 61,071 | $1.49M | $1.47M | -$17,371.16 | -1.17% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 549,185 | $13.3M | $13.23M | -$70,684.75 | -0.53% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 9,422 | $228,672 | $227,023.09 | -$1,648.91 | -0.72% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 150 | $3,641 | $3,614.25 | -$26.75 | -0.73% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 11,863 | $287,467.49 | $285,838.98 | -$1,628.51 | -0.57% |
Cody Gehman Stonebridge Financial Group, LLC | 611,439 | $14.88M | $14.73M | -$147,194.52 | -0.99% |
JORDAN GREEN Valley Financial Group, Inc. | 72,622 | $1.75M | $1.75M | -$3,483.87 | -0.2% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,847 | $45,012.35 | $44,503.46 | -$508.89 | -1.13% |