| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rachel Faulk Cape Investment Advisory Inc. | 4,794 | $160,407 | $158,825.22 | -$1,581.78 | -0.99% |
Mariana Coli Dunhill Financial LLC | 998 | $33,505.03 | $33,093.68 | -$411.35 | -1.23% |
Paul Saltaformaggio Hibernia Wealth Partners LLC | 77,707 | $2.62M | $2.57M | -$50,110.93 | -1.91% |
Gary Dempsey Leslie Global Wealth LLC | 217,691 | $7.28M | $7.21M | -$71,838.16 | -0.99% |
Erik Brenner Hilltop Partners LLC | 50,352 | $1.6M | $1.67M | $64,444.93 | 4.02% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 110,527 | $3.89M | $3.66M | -$232,429.58 | -5.97% |
Christopher Casanega Sharper & Granite LLC | 34,239 | $1.1M | $1.13M | $31,713.33 | 2.88% |
| BP Brett Pohl Kingdom Financial Group LLC | 17 | $571.18 | $563.72 | -$7.46 | -1.31% |
Stephen Smith Kestra Investment Management LLC | 28,277 | $950,687.99 | $936,817.01 | -$13,870.98 | -1.46% |
Timothy J. Videnka Forza Wealth Management LLC | 18,510 | $589,173.25 | $613,236.3 | $24,063.05 | 4.08% |
Jeffrey Hanson Breakwater Capital Group | 158,652 | $5.27M | $5.26M | -$16,589.12 | -0.31% |
| JCM Jason C. Martin AllGen Financial Advisors Inc. | 519,935 | $17.47M | $17.23M | -$241,932.2 | -1.39% |
David Bach River Street Advisors LLC | 52,984 | $1.7M | $1.76M | $50,526.05 | 2.96% |
| TAL TFB Advisors LLC TFB Advisors LLC | 8,012 | $260,592.2 | $265,437.56 | $4,845.36 | 1.86% |
| CJ Carl Jurgens Walker Financial Services Inc. | 500,108 | $16.65M | $16.57M | -$78,851.78 | -0.47% |
Jill Batley Gateway Wealth Partners LLC | 307,408 | $10.23M | $10.18M | -$45,983.28 | -0.45% |
| FFM Flagstone Financial Management Flagstone Financial Management | 11,531 | $378,562.49 | $382,022.03 | $3,459.54 | 0.91% |
| JMD John Michael Dodds Dodds Wealth LLC | 1.75M | $57.47M | $57.82M | $346,371.68 | 0.6% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 1,520 | $50,976 | $50,357.6 | -$618.4 | -1.21% |
| MN Mark Neitzel M1 Capital Management LLC | 11,101 | $375,789.93 | $367,554.11 | -$8,235.82 | -2.19% |