| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SJL Sheila J. Lindsay Bensler LLC | 423,012 | $9.95M | $9.88M | -$75,285.73 | -0.76% |
Jill Batley Gateway Wealth Partners LLC | 24,437 | $569,859 | $570,726.13 | $867.13 | 0.15% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 86,319 | $2.05M | $2.02M | -$30,447.29 | -1.49% |
Courtney Gooding Bush Investment Group LLC | 179,117 | $4.17M | $4.18M | $12,134.25 | 0.29% |
Lison Couture iA Global Asset Management Inc. | 278,400 | $6.49M | $6.5M | $9,744 | 0.15% |
| PIL PFG Investments LLC PFG Investments LLC | 9,994 | $234,049.64 | $233,409.87 | -$639.77 | -0.27% |
David Silver INSTRUMENTAL WEALTH, LLC | 18,127 | $416,002 | $423,446.72 | $7,444.72 | 1.79% |
Alexandra Stickelman Root Financial Partners, LLC | 56 | $1,306 | $1,307.88 | $1.88 | 0.14% |
Bluestem Wealth Partners LLC BlueStem Wealth Partners, LLC | 13,175 | $309,596.33 | $307,702.12 | -$1,894.21 | -0.61% |
Courtney Holt Compound Planning, Inc. | 136,253 | $3.24M | $3.18M | -$59,670.04 | -1.84% |
Shawn Scholz Impact Partnership Wealth, LLC | 330,375 | $7.77M | $7.72M | -$52,264.45 | -0.67% |
Troy Leonard CORNERSTONE ENTERPRISES, LLC | 1.65M | $38.87M | $38.63M | -$244,504.09 | -0.63% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 39,605 | $944,623.29 | $924,578.72 | -$20,044.57 | -2.12% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 105,742 | $2.5M | $2.47M | -$32,514.13 | -1.3% |
Bradley Harsch Strategic Advocates LLC | 5,924 | $138,148 | $138,295.78 | $147.78 | 0.11% |
Elliot Kallen Prosperity Wealth Management, Inc. | 223,856 | $5.26M | $5.23M | -$36,730.37 | -0.7% |
Christopher C. Powers Farther Finance Advisors, LLC | 575,522 | $13.62M | $13.43M | -$196,733.81 | -1.44% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 446,622 | $10.68M | $10.43M | -$256,618.52 | -2.4% |
Dina Fliss Global View Capital Management LLC | 12,609 | $298,454.7 | $294,357.1 | -$4,097.6 | -1.37% |
Kevin Orr Centennial Bank/AR/ | 9,159 | $216,425.68 | $213,862.65 | -$2,563.03 | -1.18% |