| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 10,647 | $266,069 | $264,790.89 | -$1,278.11 | -0.48% |
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 12,940 | $325,308.7 | $321,623.7 | -$3,685 | -1.13% |
Jennifer Carlson Gould Capital LLC | 4,666 | $117,316.49 | $115,996.76 | -$1,319.73 | -1.12% |
Penny A. Phillips Journey Strategic Wealth LLC | 27,436 | $680,596.54 | $681,921.78 | $1,325.24 | 0.19% |
Kathryn Brown Morton Brown Family Wealth LLC | 6,551 | $161,131.45 | $162,825.1 | $1,693.65 | 1.05% |
Russell Mohberg Regatta Capital Group LLC | 123,228 | $3.01M | $3.06M | $53,956.76 | 1.79% |
Michael Byun SageView Advisory Group LLC | 19,941 | $501,637.92 | $495,733.26 | -$5,904.66 | -1.18% |
Thomas Mason Mason & Associates Inc. | 30,535 | $764,448.49 | $758,947.42 | -$5,501.07 | -0.72% |
Candice Gilman Sofi Wealth LLC | 2,609 | $65,513.67 | $64,859.74 | -$653.93 | -1% |
Amanda Hawley Atria Wealth Solutions Inc. | 8,681 | $217,430.02 | $215,766.25 | -$1,663.77 | -0.77% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 9,040 | $228,150.43 | $224,689.2 | -$3,461.23 | -1.52% |
Benjamin Cauley Carr Financial Group Corp. | 13,942 | $348,408 | $345,970.73 | -$2,437.27 | -0.7% |
Abraham Martinez Amara Financial LLC | 15,276 | $382,499.12 | $379,761.36 | -$2,737.76 | -0.72% |
Janelle Anderson Grand Wealth Management LLC | 10,438 | $251,810.46 | $259,071.16 | $7,260.7 | 2.88% |
Brook Hart Presilium Private Wealth LLC | 29,500 | $716,193.47 | $733,222.5 | $17,029.03 | 2.38% |
Mark Mowrey Signature Resources Capital Management LLC | 12,962 | $320,615.33 | $322,170.51 | $1,555.18 | 0.49% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 10,913 | $274,512.02 | $271,242.61 | -$3,269.41 | -1.19% |
Rachel Faulk Cape Investment Advisory Inc. | 1,081 | $27,014 | $26,857.44 | -$156.56 | -0.58% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 180 | $4,346.53 | $4,473 | $126.47 | 2.91% |
Matthew Zienty Cardinal Point Capital Management ULC | 91,001 | $2.23M | $2.26M | $33,697.15 | 1.51% |