| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 255,915 | $6.58M | $6.47M | -$105,727.54 | -1.61% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 21,933 | $566,401.3 | $555,343.56 | -$11,057.74 | -1.95% |
Amir Har-El Savvy Advisors, Inc. | 10,243 | $263,744.34 | $258,994.25 | -$4,750.09 | -1.8% |
United Advisor Group LLC United Advisor Group, LLC | 62,851 | $1.61M | $1.59M | -$23,439.85 | -1.45% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 126,247 | $3.24M | $3.19M | -$47,911.17 | -1.48% |
Curtis Burkholder Bare Financial Services, Inc | 854 | $22,075.69 | $21,596.98 | -$478.71 | -2.17% |
Joshua Stipcich Tidemark, LLC | 10,180 | $261,009.8 | $257,444.06 | -$3,565.74 | -1.37% |
Emily Priebe Priebe Wealth Holdings LLC | 30,774 | $778,282.05 | $778,120.59 | -$161.46 | -0.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 90,401 | $2.31M | $2.29M | -$27,970.86 | -1.21% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 8,500 | $221,594.05 | $214,958.2 | -$6,635.85 | -2.99% |
Christian J. Cyr Cyr Financial Inc. | 510,395 | $13.21M | $12.91M | -$304,121.02 | -2.3% |
Chandler te Velde Maia Wealth LLC | 9,225 | $236,507.77 | $233,292.87 | -$3,214.9 | -1.36% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 77,371 | $1.98M | $1.96M | -$24,890.35 | -1.26% |
Ryan M Palmer Optimist Retirement Group LLC | 8,941 | $226,198.48 | $226,162.59 | -$35.89 | -0.02% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 20,401 | $532,749.58 | $516,298.31 | -$16,451.27 | -3.09% |
Darin Pilacinski True Vision MN LLC | 12,337 | $316,074 | $312,064.41 | -$4,009.59 | -1.27% |
| WL Wealthcollab LLC WealthCollab, LLC | 3,690 | $94,611.96 | $93,375.45 | -$1,236.51 | -1.31% |
Kayla Tweedy JBR Co Financial Management Inc | 133,412 | $3.41M | $3.38M | -$32,292.06 | -0.95% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 103,219 | $2.59M | $2.61M | $21,083.51 | 0.81% |
Gillian Curran Prospect Financial Group LLC | 63,030 | $1.58M | $1.59M | $18,757.03 | 1.19% |