| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SO Sue Oleari Trifecta Capital Advisors LLC | 25 | $1,022 | $1,056.62 | $34.62 | 3.39% |
| TJV Timothy J. Videnka Forza Wealth Management LLC | 4,975 | $215,418 | $210,094.25 | -$5,323.75 | -2.47% |
Joseph A. Feste KM Capital Management Ltd. | 1,524 | $64,659 | $64,411.86 | -$247.14 | -0.38% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 46,951 | $1.98M | $1.98M | $1,383.84 | 0.07% |
| MV Moises Valladares Insigneo Advisory Services LLC | 73,573 | $3.12M | $3.11M | -$13,317.59 | -0.43% |
| TAL TFB Advisors LLC TFB Advisors LLC | 28,682 | $1.22M | $1.21M | -$3,203.36 | -0.26% |
| JM Jarrod Musick Destiny Capital Corp./ Co. | 18,414 | $780,721.01 | $778,635.99 | -$2,085.02 | -0.27% |
| RBL Robert B. LaRue Owen LaRue LLC | 64,306 | $2.75M | $2.72M | -$27,173.51 | -0.99% |
Jill Batley Gateway Wealth Partners LLC | 71,337 | $3.02M | $3.02M | -$1,785.96 | -0.06% |
| DE Dino Efthimiou Delta Wealth Advisors LLC | 14,030 | $601,934.2 | $592,767.5 | -$9,166.7 | -1.52% |
| PIL PFG Investments LLC PFG Investments LLC | 57,243 | $2.48M | $2.42M | -$58,662.79 | -2.37% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5,384 | $232,215.07 | $227,662.44 | -$4,552.63 | -1.96% |
Kris Kapoor Bakala Capital LLC | 31,799 | $1.35M | $1.34M | -$2,561.27 | -0.19% |
Alexandra Stickelman Root Financial Partners, LLC | 14,458 | $616,177.66 | $611,211.95 | -$4,965.71 | -0.81% |
Staci Compagno Portside Wealth Group, LLC | 188,933 | $8.02M | $7.98M | -$39,630.19 | -0.49% |
Courtney Holt Compound Planning, Inc. | 28,462 | $1.23M | $1.2M | -$25,228.48 | -2.05% |
Katherine Stoner Empower Advisory Group, LLC | 12.09M | $507.2M | $511.29M | $4.09M | 0.81% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 334,981 | $13.93M | $14.16M | $232,122.63 | 1.67% |
Andrew Nall PMV Capital Advisers, LLC | 2 | $84.62 | $84.55 | -$0.07 | -0.08% |
Shawn Scholz Impact Partnership Wealth, LLC | 46,694 | $2.01M | $1.97M | -$32,724.41 | -1.63% |