| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 7,778 | $226,166.23 | $225,289.77 | -$876.46 | -0.39% |
Brandon Collier Collier Financial | 3,021 | $87,644.79 | $87,533.47 | -$111.32 | -0.13% |
Bill Ryan Manhattan West Asset Management LLC | 438,612 | $12.74M | $12.71M | -$28,525.85 | -0.22% |
Candace Cavalier Congress Wealth Management LLC / DE / | 26,803 | $796,148.89 | $776,616.92 | -$19,531.97 | -2.45% |
| TJ Taylor Jobe MKT Advisors LLC | 203,633 | $5.94M | $5.9M | -$34,879.58 | -0.59% |
Matthew Watters Midwest Heritage Bank, FSB | 7,044 | $204,346.44 | $204,099.9 | -$246.54 | -0.12% |
| MJ Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 106,607 | $3.09M | $3.09M | -$236.07 | -0.01% |
| RF Ryan Fink Treasure Coast Financial Planning | 363,917 | $10.51M | $10.54M | $37,154 | 0.35% |
| SC Sue Cox BetterWealth LLC | 7,796 | $226,473.8 | $225,850.12 | -$623.68 | -0.28% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,174 | $298,982.14 | $294,588.17 | -$4,393.97 | -1.47% |
| WJ William Jollie Quent Capital LLC | 1.3M | $37.77M | $37.54M | -$230,292.89 | -0.61% |
Dalila Toledo Ascent Group LLC | 16,210 | $474,469.4 | $469,360.55 | -$5,108.85 | -1.08% |
| EM Erin Mccann Simplicity Wealth LLC | 47,952 | $1.4M | $1.39M | -$16,046.54 | -1.14% |
Allison Brooke Blake WorthPointe LLC | 698,778 | $20.44M | $20.23M | -$209,150.25 | -1.02% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 47,745 | $1.38M | $1.38M | -$1,046.43 | -0.08% |
Amanda Hawley Atria Wealth Solutions Inc. | 513,226 | $15M | $14.86M | -$135,786.51 | -0.91% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 12,963 | $374,243.98 | $375,343.66 | $1,099.68 | 0.29% |
Mariana Coli Dunhill Financial LLC | 28 | $820 | $810.74 | -$9.26 | -1.13% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 345 | $10,102 | $9,990.37 | -$111.63 | -1.11% |
| SC Scott Crane Crane Advisory LLC | 988,122 | $28.71M | $28.61M | -$98,730.23 | -0.34% |