| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KH Kristine Harrell Uniting Wealth Partners LLC | 4,685 | $498,952 | $493,166.52 | -$5,785.48 | -1.16% |
| WBC William Bradley Clayton Sagespring Wealth Partners LLC | 4,306 | $456,366.61 | $453,400.27 | -$2,966.34 | -0.65% |
Rossby Financial LLC Rossby Financial LLC | 2,073 | $220,193.76 | $218,245.44 | -$1,948.32 | -0.88% |
| SC Shawn Clark Accredited Wealth Management LLC | 52 | $5,529.7 | $5,473.52 | -$56.18 | -1.02% |
| JH Julie Hazzard 10Elms LLP | 435 | $45,936 | $45,794.62 | -$141.38 | -0.31% |
| HM Howard Morin Helium Advisors LLC | 4,761 | $502,747.43 | $501,214.27 | -$1,533.16 | -0.3% |
| AWM Apex Wealth Management LLC Apex Wealth Management LLC | 51,444 | $5.48M | $5.42M | -$64,307.51 | -1.17% |
| BJR Brian Joseph Rellihan Wise Wealth Partners | 3,032 | $319,948.05 | $319,193.8 | -$754.25 | -0.24% |
Pinney & Scofield Inc. Pinney & Scofield Inc. | 10,985 | $1.16M | $1.16M | -$2,251.93 | -0.19% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 7,636 | $805,544.52 | $804,108.98 | -$1,435.54 | -0.18% |
| SCM Sunbeam Capital Management LLC Sunbeam Capital Management LLC | 6,645 | $700,926.55 | $699,718.5 | -$1,208.05 | -0.17% |
Ameriflex Group Inc. Ameriflex Group Inc. | 2,166 | $230,614 | $228,036.48 | -$2,577.52 | -1.12% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 2,101 | $223,757 | $221,161.76 | -$2,595.24 | -1.16% |
Binnacle Investments Inc. Binnacle Investments Inc. | 364 | $38,563.91 | $38,307.36 | -$256.55 | -0.67% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 5,205 | $549,308.74 | $547,956.37 | -$1,352.37 | -0.25% |
Kevin Painter LeConte Wealth Management LLC | 8,425 | $897,094.54 | $886,857.62 | -$10,236.92 | -1.14% |
Cloud Capital Management LLC Cloud Capital Management LLC | 4,676 | $498,918.76 | $492,382.8 | -$6,535.96 | -1.31% |
Scott Ela Avant Financial Advisors LLC | 23,378 | $2.48M | $2.46M | -$15,064.14 | -0.61% |
J. Kemp Sawers Uptown Financial Advisors LLC | 1,935 | $204,104 | $203,716.8 | -$387.2 | -0.19% |
Nicole Reese WPG Advisers LLC | 3,927 | $414,281.57 | $413,434.56 | -$847.01 | -0.2% |