| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 148,447 | $3.44M | $3.41M | -$33,919.08 | -0.99% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 90,885 | $2.2M | $2.09M | -$113,333.95 | -5.15% |
| WTM W. Travis McKinney HB Wealth Management LLC | 53,225 | $1.21M | $1.22M | $10,911.12 | 0.9% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 74,719 | $1.73M | $1.72M | -$15,508.04 | -0.9% |
| NG Nathan Geraci ETF Store Inc. | 109,446 | $2.6M | $2.51M | -$84,898.82 | -3.27% |
| MM Michelle McCarthy Vantage Financial Partners LLC | 91,892 | $2.18M | $2.11M | -$73,537.68 | -3.37% |
Allison Tronnes Forum Financial Management LP | 11,104 | $260,130.63 | $254,337.12 | -$5,793.51 | -2.23% |
| PE Paul Elam Oak Harbor Wealth Partners LLC | 751 | $17,552.57 | $17,201.65 | -$350.92 | -2% |
| LWL Leo Wealth LLC Leo Wealth LLC | 13,510 | $315,679.82 | $309,446.55 | -$6,233.27 | -1.97% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 32,799 | $756,174.22 | $751,261.09 | -$4,913.13 | -0.65% |
Dalila Toledo Ascent Group LLC | 670,123 | $15.58M | $15.36M | -$228,141.94 | -1.46% |
| EM Erin Mccann Simplicity Wealth LLC | 53,519 | $1.26M | $1.23M | -$29,548.64 | -2.35% |
| PO Patrick O'Connell Security Financial Services Inc. | 401,456 | $9.47M | $9.2M | -$274,256.69 | -2.9% |
Michael Byun SageView Advisory Group LLC | 170,763 | $4.01M | $3.91M | -$100,003.88 | -2.49% |
Brian Clay Clay Northam Wealth Management LLC | 235,682 | $5.87M | $5.4M | -$470,264.35 | -8.01% |
| SCA Stacy C. Ambrosini Alley Investment Management Company LLC | 14,774 | $368,002.22 | $338,398.47 | -$29,603.75 | -8.04% |
Kristofer Gray Integrity Financial Corp. /WA | 20 | $454 | $458.1 | $4.1 | 0.9% |
Mark Vicencio Lowery Thomas LLC | 166,682 | $3.92M | $3.82M | -$98,934.27 | -2.53% |
| RS Randy Smith Fairway Financial LLC | 269,663 | $6.13M | $6.18M | $41,986.24 | 0.68% |
| RTS Randy T. Siegel Aletheian Wealth Advisors LLC | 36,183 | $835,103.9 | $829,133.44 | -$5,970.46 | -0.71% |