| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chad Kelley Alliance Wealth Advisors LLC /UT | 983,283 | $28.7M | $28.47M | -$231,232.58 | -0.81% |
| SS Sandra Stickney Collaborative Wealth Managment Inc. | 11,414 | $330,762.28 | $330,435.3 | -$326.98 | -0.1% |
Ryan Charles Stout Theory Financial LLC | 15,037 | $438,072.46 | $435,321.15 | -$2,751.31 | -0.63% |
Ashish Sharma DGS Capital Management LLC | 285,655 | $8.57M | $8.27M | -$295,514.68 | -3.45% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 44,673 | $1.3M | $1.29M | -$5,351.61 | -0.41% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,778 | $226,166.23 | $225,173.1 | -$993.13 | -0.44% |
Brandon Collier Collier Financial | 3,024 | $87,731.83 | $87,544.8 | -$187.03 | -0.21% |
Bill Ryan Manhattan West Asset Management LLC | 309,991 | $9.02M | $8.96M | -$65,280.38 | -0.72% |
Candace Cavalier Congress Wealth Management LLC / DE / | 11,207 | $339,342.05 | $324,442.65 | -$14,899.4 | -4.39% |
Taylor Jobe MKT Advisors LLC | 203,633 | $5.94M | $5.9M | -$39,970.4 | -0.67% |
Matthew Watters Midwest Heritage Bank, FSB | 7,044 | $204,346.44 | $203,923.8 | -$422.64 | -0.21% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 106,100 | $3.07M | $3.07M | -$1,535.63 | -0.05% |
Ryan Fink Treasure Coast Financial Planning | 360,928 | $10.42M | $10.45M | $29,397.42 | 0.28% |
Sue Cox BetterWealth LLC | 7,796 | $226,473.8 | $225,694.2 | -$779.6 | -0.34% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,174 | $298,982.14 | $294,537.3 | -$4,444.84 | -1.49% |
William Jollie Quent Capital LLC | 1.42M | $41.48M | $41.19M | -$287,158.33 | -0.69% |
Dalila Toledo Ascent Group LLC | 16,210 | $474,469.4 | $469,279.5 | -$5,189.9 | -1.09% |
| EM Erin Mccann Simplicity Wealth LLC | 65,802 | $1.92M | $1.9M | -$17,357.3 | -0.9% |
Allison Brooke Blake WorthPointe LLC | 753,673 | $22.03M | $21.82M | -$215,937.84 | -0.98% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 74,173 | $2.15M | $2.15M | -$3,348.37 | -0.16% |