| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 142,894 | $3.5M | $3.56M | $53,135.04 | 1.52% |
Loraine Ell Better Money Decisions LLC | 69,075 | $1.7M | $1.72M | $14,691.61 | 0.86% |
Jeff Ameen Spire Wealth Management | 299 | $7,319.52 | $7,431.64 | $112.12 | 1.53% |
Carrie Delgott Wescott Financial Advisory Group LLC | 253,896 | $6.4M | $6.32M | -$77,900.57 | -1.22% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 16,909 | $424,723.06 | $420,949.55 | -$3,773.51 | -0.89% |
Bethany Wagner Level Financial Advisors | 35,262 | $865,926.07 | $876,437.01 | $10,510.94 | 1.21% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 176,696 | $4.42M | $4.4M | -$22,920.07 | -0.52% |
| PJR Paige Johnson Roth Pine Haven Investment Counsel Inc. | 42,352 | $1.06M | $1.05M | -$9,334.21 | -0.88% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 8,166 | $204,680.8 | $203,415.06 | -$1,265.74 | -0.62% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 289 | $7,163.14 | $7,197.54 | $34.4 | 0.48% |
Candace Cavalier Congress Wealth Management LLC / DE / | 15,982 | $399,390.54 | $398,111.62 | -$1,278.92 | -0.32% |
Jennifer Scott Scott Capital Advisors LLC | 46,883 | $1.17M | $1.17M | -$4,219.47 | -0.36% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 12,940 | $325,308.7 | $322,335.4 | -$2,973.3 | -0.91% |
Jennifer Carlson Gould Capital LLC | 4,666 | $117,316.49 | $116,206.73 | -$1,109.76 | -0.95% |
| PAP Penny A. Phillips Journey Strategic Wealth LLC | 27,436 | $680,596.54 | $683,293.58 | $2,697.04 | 0.4% |
Kathryn Brown Morton Brown Family Wealth LLC | 6,177 | $151,785.19 | $153,838.18 | $2,052.99 | 1.35% |
| RM Russell Mohberg Regatta Capital Group LLC | 90,776 | $2.2M | $2.26M | $61,223.32 | 2.79% |
Michael Byun SageView Advisory Group LLC | 29,799 | $749,666.19 | $741,697.11 | -$7,969.08 | -1.06% |
| TM Thomas Mason Mason & Associates Inc. | 30,239 | $757,051.45 | $752,346.32 | -$4,705.13 | -0.62% |
Candice Gilman Sofi Wealth LLC | 2,623 | $65,859.47 | $65,273.35 | -$586.12 | -0.89% |