| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul B. Ordonio Park Place Capital Corp. | 3,479 | $360,171.15 | $366,356.09 | $6,184.94 | 1.72% |
Charles Mattingly Leading Edge Financial Planning LLC | 2,503 | $266,495 | $263,603.44 | -$2,891.56 | -1.09% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 5,935 | $622,932.46 | $624,866.47 | $1,934.01 | 0.31% |
Amber Anderson Aspen Wealth Strategies LLC | 5,091 | $534,815.31 | $536,158.66 | $1,343.35 | 0.25% |
| JC Jared Calvert Buck Wealth Strategies LLC | 306 | $32,580 | $32,223.33 | -$356.67 | -1.09% |
Alexandra Stickelman Root Financial Partners, LLC | 46,531 | $4.96M | $4.9M | -$61,988.43 | -1.25% |
Courtney Holt Compound Planning, Inc. | 29,158 | $3.09M | $3.07M | -$19,553.81 | -0.63% |
Megan J. Lottier Rockwood Wealth Management, LLC | 48,970 | $5.18M | $5.15M | -$24,345.73 | -0.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,910 | $407,003.08 | $411,644.8 | $4,641.72 | 1.14% |
| DT Derek Tinnin Altiora Financial Group, LLC | 98,775 | $10.52M | $10.4M | -$124,703.37 | -1.19% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 168,105 | $17.74M | $17.7M | -$37,658.9 | -0.21% |
Bradley H. Owens LJI Wealth Management, LLC | 41,440 | $4.38M | $4.36M | -$21,813.98 | -0.5% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 8,050 | $843,105.09 | $847,383.25 | $4,278.16 | 0.51% |
John M Roach Waterway Wealth Management, LLC | 93,110 | $9.9M | $9.81M | -$95,885.27 | -0.97% |
Alicia Fuschak Avid Wealth Partners LLC | 4,343 | $460,655.66 | $457,361.33 | -$3,294.33 | -0.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 35,479 | $3.78M | $3.72M | -$55,123.73 | -1.46% |
Peter David N Soliman Second Line Capital, LLC | 3,194 | $340,775.35 | $336,280.29 | -$4,495.06 | -1.32% |
Adam M Corrie CAPSTONE CAPITAL LLC | 3,957 | $417,534.27 | $416,573.17 | -$961.1 | -0.23% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 33,843 | $3.57M | $3.56M | -$6,277.47 | -0.18% |
Kevin Orr Centennial Bank/AR/ | 3,630 | $386,486 | $382,111.95 | -$4,374.05 | -1.13% |