| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Leo Wealth LLC Leo Wealth LLC | 12,061 | $281,263 | $281,564.04 | $301.04 | 0.11% |
| EM Erin Mccann Simplicity Wealth LLC | 31,436 | $742,913.12 | $733,873.42 | -$9,039.7 | -1.22% |
Michael Byun SageView Advisory Group LLC | 1.44M | $34.43M | $33.69M | -$748,105.38 | -2.17% |
| TG Timothy Gerlach Novem Group | 37,081 | $880,777.21 | $865,841.35 | -$14,935.86 | -1.7% |
Amanda Hawley Atria Wealth Solutions Inc. | 92,867 | $2.18M | $2.17M | -$11,608.38 | -0.53% |
| LV Leah Vaden Redwood Financial Network Corp. | 44,000 | $1.01M | $1.03M | $13,655.44 | 1.35% |
Kevin Zemann WealthPlan Investment Management LLC | 21,726 | $519,361.99 | $507,410.73 | -$11,951.26 | -2.3% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 35,597 | $832,767.53 | $831,367.93 | -$1,399.6 | -0.17% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 35,900 | $837,188 | $838,624 | $1,436 | 0.17% |
Mariana Coli Dunhill Financial LLC | 11,039 | $262,730.34 | $257,705.45 | -$5,024.89 | -1.91% |
Daphne Jo Stasco Lantern Wealth Advisors LLC | 71,455 | $1.68M | $1.67M | -$7,422.21 | -0.44% |
Bridget Davis Cedar Point Capital Partners LLC | 135,902 | $3.17M | $3.17M | $3,395.19 | 0.11% |
| VL Victoria Latham Fiduciary Alliance LLC | 121,219 | $2.84M | $2.83M | -$14,983.28 | -0.53% |
| GD Gary Dempsey Leslie Global Wealth LLC | 23,497 | $561,253.79 | $548,537.46 | -$12,716.33 | -2.27% |
| EB Erik Brenner Hilltop Partners LLC | 575,544 | $13.48M | $13.44M | -$39,324.57 | -0.29% |
Belena Vincetti Fortis Capital Advisors LLC | 10,339 | $244,163.93 | $241,412.55 | -$2,751.38 | -1.13% |
| BP Brett Pohl Kingdom Financial Group LLC | 142 | $3,356.8 | $3,315.66 | -$41.14 | -1.23% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 776,957 | $17.79M | $18.12M | $331,622.13 | 1.86% |
| SS Sasha Stewart Marmo Financial Group LLC | 210,426 | $4.94M | $4.91M | -$25,790.1 | -0.52% |
| RH Robert Hackenberg Northeast Financial Group Inc. | 429,967 | $10.2M | $10.04M | -$159,763.12 | -1.57% |