| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bill McVay Red Tortoise LLC | 1,839 | $195,960.46 | $197,931.57 | $1,971.11 | 1.01% |
Samantha Pierangeli City State Bank | 14,050 | $1.5M | $1.51M | $10,314.89 | 0.69% |
Randy D. Kurtz Upper Left Wealth Management LLC | 5,824 | $618,480.57 | $626,837.12 | $8,356.55 | 1.35% |
W. Travis McKinney HB Wealth Management LLC | 3,477 | $367,965.48 | $374,229.51 | $6,264.03 | 1.7% |
Marc H. Stone Tyler-Stone Wealth Management | 2,246 | $268,376.58 | $241,736.98 | -$26,639.6 | -9.93% |
Richard A. Flora Key Client Fiduciary Advisors LLC | 1,870 | $205,531.7 | $201,268.1 | -$4,263.6 | -2.07% |
Dalila Toledo Ascent Group LLC | 4,210 | $457,429.82 | $453,122.3 | -$4,307.52 | -0.94% |
| EM Erin Mccann Simplicity Wealth LLC | 2,839 | $312,387.45 | $305,561.57 | -$6,825.88 | -2.19% |
Michael Byun SageView Advisory Group LLC | 3,346 | $365,827.09 | $358,323.13 | -$7,503.96 | -2.05% |
Kristofer Gray Integrity Financial Corp. /WA | 29 | $3,221.61 | $3,121.27 | -$100.34 | -3.11% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 328 | $36,429.12 | $35,302.64 | -$1,126.48 | -3.09% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 3,098 | $339,913.89 | $333,437.74 | -$6,476.15 | -1.91% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 6,239 | $672,472.16 | $671,503.57 | -$968.59 | -0.14% |
Amanda Hawley Atria Wealth Solutions Inc. | 49,923 | $5.23M | $5.37M | $141,694.95 | 2.71% |
Edward Lowndes Angeles Wealth Management LLC | 2,603 | $281,219.25 | $280,160.89 | -$1,058.36 | -0.38% |
Benjamin Cauley Carr Financial Group Corp. | 5,033 | $559,770.03 | $541,701.79 | -$18,068.24 | -3.23% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1,221 | $133,435.78 | $131,416.23 | -$2,019.55 | -1.51% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 26,907 | $2.94M | $2.9M | -$48,432.59 | -1.64% |
CJ Harrison DecisionPoint Financial LLC | 144 | $15,828 | $15,498.72 | -$329.28 | -2.08% |
| JG John Ginter Callan Family Office LLC | 58,511 | $6.43M | $6.25M | -$175,721.43 | -2.73% |