| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 13,735 | $315,004.24 | $314,325.47 | -$678.77 | -0.22% |
Steven Scruggs FPA Queens Road Small Cap Value Fund | 18,212 | $423,434.94 | $416,872.68 | -$6,562.26 | -1.55% |
Austin Private Wealth Austin Private Wealth LLC | 41,207 | $946,705.53 | $943,228.23 | -$3,477.3 | -0.37% |
Ben Rothwell Keystone Financial Services | 27,565 | $627,873.05 | $630,825.02 | $2,951.97 | 0.47% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 24,928 | $583,642.02 | $570,477.28 | -$13,164.74 | -2.26% |
Bethany Wagner Level Financial Advisors | 20,448 | $473,391.65 | $467,134.56 | -$6,257.09 | -1.32% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 14,378 | $336,203.92 | $328,465.41 | -$7,738.51 | -2.3% |
Kevin B. Crawford JB Capital LLC | 23,802 | $551,566.87 | $544,946.79 | -$6,620.08 | -1.2% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 91,152 | $2.21M | $2.09M | -$126,600.1 | -5.72% |
| JSA Jeffrey S. Arnold IMPACTfolio LLC | 603,397 | $15.03M | $13.82M | -$1.21M | -8.04% |
| RCS Ryan Charles Stout Theory Financial LLC | 47,390 | $1.09M | $1.09M | -$4,487.43 | -0.41% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 3,306 | $76,500.84 | $75,756.99 | -$743.85 | -0.97% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 1,982 | $45,902.78 | $45,407.62 | -$495.16 | -1.08% |
| LMM Lynn M. Magnus Long Run Wealth Advisors LLC | 156,770 | $3.72M | $3.59M | -$130,815.86 | -3.51% |
| HM Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 27,327 | $634,450.82 | $626,334.84 | -$8,115.98 | -1.28% |
| TT Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 2,745 | $61,891.5 | $62,887.95 | $996.45 | 1.61% |
Kathryn Brown Morton Brown Family Wealth LLC | 9,991 | $229,756.9 | $228,893.81 | -$863.09 | -0.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 138 | $3,193.32 | $3,153.99 | -$39.33 | -1.23% |
| MO Michael O'Connor Capasso Planning Partners LLC | 9,263 | $216,568.94 | $211,752.18 | -$4,816.76 | -2.22% |
Dalila Toledo Ascent Group LLC | 22,668 | $522,023.13 | $518,303.82 | -$3,719.31 | -0.71% |