| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,258 | $127,256.83 | $127,510.88 | $254.05 | 0.2% |
Matthew B. Boersen Straight Path Wealth Management | 66,761 | $6.87M | $6.77M | -$107,069.49 | -1.56% |
Brandon Collier Collier Financial | 7,745 | $800,042.15 | $785,149.37 | -$14,892.78 | -1.86% |
| WRC William Reid Culp III TAGStone Capital Inc. | 15,906 | $1.61M | $1.61M | $4,368.3 | 0.27% |
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 4,526 | $463,417.14 | $458,868.51 | -$4,548.63 | -0.98% |
| DC Dominic Corabi Wedmont Private Capital | 6,405 | $655,807.95 | $649,146.75 | -$6,661.2 | -1.02% |
| TJ Taylor Jobe MKT Advisors LLC | 2,540 | $259,486.4 | $257,492.5 | -$1,993.9 | -0.77% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 19 | $1,955.29 | $1,925.84 | -$29.45 | -1.51% |
Jason Whitby Stone Summit Wealth LLC | 46,974 | $4.85M | $4.76M | -$88,462.53 | -1.82% |
Katherine Saltonstall Sandy Cove Advisors LLC | 2,299 | $234,865.84 | $233,038.13 | -$1,827.71 | -0.78% |
| DL David Lutz LifeGuide Financial Advisors LLC | 25,490 | $2.51M | $2.58M | $69,881.44 | 2.78% |
Dave Reichert Echo45 Advisors LLC | 36,511 | $3.65M | $3.7M | $54,083.84 | 1.48% |
| RG Ryan Gough Perfromance Wealth Partners LLC | 53,904 | $5.31M | $5.46M | $149,399.24 | 2.81% |
Clint Dunn Beaird Harris Wealth Management LLC | 1,945 | $191,377.5 | $197,145.2 | $5,767.7 | 3.01% |
| CWA Consilio Wealth Advisors LLC Consilio Wealth Advisors LLC | 111,829 | $11.57M | $11.34M | -$230,926.89 | -2% |
Brian Ramsay Wealthspan Partners LLC | 36,615 | $3.75M | $3.71M | -$42,869.86 | -1.14% |
Ana-Maria Ignat Covestor Ltd | 298 | $30,688.56 | $30,194.85 | -$493.71 | -1.61% |
Kathryn Brown Morton Brown Family Wealth LLC | 76 | $7,417.6 | $7,703.36 | $285.76 | 3.85% |
John Gorlow Cardiff Park Advisors LLC | 13,200 | $1.34M | $1.34M | $2,881.27 | 0.22% |
| SR Sean Reitenbach Prosperity Consulting Group LLC | 2,621 | $263,672.6 | $265,664.56 | $1,991.96 | 0.76% |