| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Cheifetz Kades & Cheifetz LLC | 20,207 | $861,006 | $851,725.05 | -$9,280.95 | -1.08% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 50,392 | $2.24M | $2.12M | -$111,586.88 | -4.99% |
Sue Oleari Trifecta Capital Advisors LLC | 25 | $1,022 | $1,053.75 | $31.75 | 3.11% |
Timothy J. Videnka Forza Wealth Management LLC | 4,975 | $215,418 | $209,696.25 | -$5,721.75 | -2.66% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 12,180 | $524,424.21 | $513,387 | -$11,037.21 | -2.1% |
Moises Valladares Insigneo Advisory Services LLC | 125,264 | $5.32M | $5.29M | -$22,553.26 | -0.42% |
| TAL TFB Advisors LLC TFB Advisors LLC | 30,084 | $1.28M | $1.27M | -$7,439.93 | -0.58% |
Jarrod Musick Destiny Capital Corp./ Co. | 20,534 | $870,631.98 | $865,508.1 | -$5,123.88 | -0.59% |
Robert B. LaRue Owen LaRue LLC | 56,799 | $2.43M | $2.39M | -$32,853.67 | -1.35% |
Jill Batley Gateway Wealth Partners LLC | 71,337 | $3.02M | $3.01M | -$11,416.45 | -0.38% |
Dino Efthimiou Delta Wealth Advisors LLC | 14,030 | $601,934.2 | $591,364.5 | -$10,569.7 | -1.76% |
| PIL PFG Investments LLC PFG Investments LLC | 60,089 | $2.6M | $2.53M | -$66,559.04 | -2.56% |
| JC Jared Calvert Buck Wealth Strategies LLC | 5,384 | $232,215.07 | $226,935.6 | -$5,279.47 | -2.27% |
Kris Kapoor Bakala Capital LLC | 32,864 | $1.39M | $1.39M | -$3,516.63 | -0.25% |
Alexandra Stickelman Root Financial Partners, LLC | 14,934 | $636,364.82 | $629,468.1 | -$6,896.72 | -1.08% |
Staci Compagno Portside Wealth Group, LLC | 209,365 | $8.89M | $8.82M | -$63,835.75 | -0.72% |
Courtney Holt Compound Planning, Inc. | 52,421 | $2.25M | $2.21M | -$38,369.83 | -1.71% |
Katherine Stoner Empower Advisory Group, LLC | 13.05M | $547.73M | $550.59M | $2.85M | 0.52% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 337,554 | $14.04M | $14.21M | $176,747.74 | 1.26% |
Shawn Scholz Impact Partnership Wealth, LLC | 63,836 | $2.73M | $2.69M | -$43,018.68 | -1.57% |