| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SR Scott Register Register Financial Advisors LLC | 4 | $410 | $405.44 | -$4.56 | -1.11% |
Kevin Gray Lodestar Private Asset Management LLC | 6,508 | $632,808.69 | $659,423.1 | $26,614.41 | 4.21% |
Jeffrey Hanson Breakwater Capital Group | 32,705 | $3.25M | $3.31M | $62,750.72 | 1.93% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 6,938 | $677,876.55 | $703,062.23 | $25,185.68 | 3.72% |
Kurt Ahrens Mendota Financial Group LLC | 21,191 | $2.18M | $2.15M | -$34,826.39 | -1.6% |
| MV Moises Valladares Insigneo Advisory Services LLC | 4,083 | $417,328.51 | $413,811.64 | -$3,516.87 | -0.84% |
| NH Nathaniel Holden Core Wealth Partners LLC | 3,468 | $344,130 | $351,793.92 | $7,663.92 | 2.23% |
| CJ Carl Jurgens Walker Financial Services Inc. | 241,916 | $24.27M | $24.52M | $248,985.65 | 1.03% |
| RWL Richard W. Lowrie Park Edge Advisors LLC | 134,243 | $13.58M | $13.61M | $22,680.68 | 0.17% |
| SM Sarah Moore BOS Asset Management LLC | 6,595 | $679,433.05 | $668,403.25 | -$11,029.8 | -1.62% |
Jill Batley Gateway Wealth Partners LLC | 12,908 | $1.33M | $1.31M | -$26,442.02 | -1.98% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 7,708 | $780,426.07 | $781,167.26 | $741.19 | 0.09% |
Jennifer Henry Continuum Wealth Advisors LLC | 137,889 | $14.23M | $13.97M | -$257,153.99 | -1.81% |
Johnathan Kasting DDFG Inc. | 192,015 | $19.77M | $19.46M | -$307,445.03 | -1.56% |
| DJE Douglas J. Eaton Eaton Financial Holdings Company LLC | 6,287 | $650,296 | $637,156.01 | -$13,139.99 | -2.02% |
| IL Ian Laterreur Ergawealth Advisors Inc. | 2,143 | $221,500.8 | $217,160.9 | -$4,339.9 | -1.96% |
| PIL PFG Investments LLC PFG Investments LLC | 5,306 | $548,776 | $537,656.98 | -$11,119.02 | -2.03% |
Brian Lawrence North Ridge Wealth Advisors Inc. | 4,498 | $445,390.98 | $455,804.83 | $10,413.85 | 2.34% |
Jenna Laws Evexia Wealth LLC | 10,463 | $1.06M | $1.06M | $2,225.29 | 0.21% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,438 | $144,662.8 | $145,712.54 | $1,049.74 | 0.73% |