| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DW Darren Woolson Asset Allocation Strategies LLC | 922,027 | $21.31M | $21.13M | -$177,695.03 | -0.83% |
| MT Michael Topley Lansing Street Advisors | 16,279 | $377,100.27 | $373,033.28 | -$4,066.99 | -1.08% |
Mark Fiskio Empirical Asset Management LLC | 56,858 | $1.31M | $1.3M | -$6,774.51 | -0.52% |
| TG Timothy Gerlach Novem Group | 14,364 | $327,467.13 | $329,151.06 | $1,683.93 | 0.51% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 62,322 | $1.49M | $1.43M | -$57,693.25 | -3.88% |
Amanda Hawley Atria Wealth Solutions Inc. | 199,524 | $4.76M | $4.57M | -$184,118.33 | -3.87% |
| ED Eric Dahm Range Financial Group LLC | 160,119 | $3.69M | $3.67M | -$20,919.74 | -0.57% |
Jeffrey Gilbert Balboa Wealth Partners | 20,426 | $477,355.62 | $468,266.05 | -$9,089.57 | -1.9% |
Angela Cox W Advisors LLC | 51,219 | $1.19M | $1.17M | -$18,307.02 | -1.54% |
Kevin Zemann WealthPlan Investment Management LLC | 14,216 | $330,379.84 | $325,901.8 | -$4,478.04 | -1.36% |
| VC Vito Collacuro Sutton Place Investors LLC | 71,413 | $1.64M | $1.64M | -$631.7 | -0.04% |
| NB Nolan Baker Retirement Guys Formula LLC | 12,332 | $290,259.26 | $282,711.1 | -$7,548.16 | -2.6% |
| TD Teresa Douberly Ridgeline Wealth LLC | 20,888 | $474,152.09 | $478,857.4 | $4,705.31 | 0.99% |
| JJB James J. Burns & Company LLC James J. Burns & Company LLC | 664,104 | $15.28M | $15.22M | -$63,775.01 | -0.42% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 26 | $604 | $595.79 | -$8.21 | -1.36% |
Daniel Guy Ethos Financial Group LLC | 13,104 | $309,263.32 | $300,278.16 | -$8,985.16 | -2.91% |
| RSL Richard S. Levenson Western Financial Corp./CA | 24,605 | $573,576.34 | $563,823.57 | -$9,752.77 | -1.7% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 291,826 | $6.77M | $6.69M | -$73,336.6 | -1.08% |
Loni Adams Daymark Wealth Partners LLC | 1.62M | $37.58M | $37.06M | -$521,423.72 | -1.39% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 100,804 | $2.3M | $2.31M | $13,656.84 | 0.59% |