| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Gorlow Cardiff Park Advisors LLC | 3,272 | $247,198.34 | $247,297.76 | $99.42 | 0.04% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 54,508 | $4.12M | $4.12M | -$3,270.48 | -0.08% |
Brett Lee Planning Center Inc. | 6,384 | $482,327.88 | $482,502.72 | $174.84 | 0.04% |
| RM Russell Mohberg Regatta Capital Group LLC | 4,326 | $327,261.9 | $327,001.47 | -$260.43 | -0.08% |
| FCI Family CFO Inc Family CFO Inc | 14,944 | $1.13M | $1.13M | $526.47 | 0.05% |
| SC Sue Cox BetterWealth LLC | 655,107 | $49.56M | $49.52M | -$38,529.68 | -0.08% |
Dalila Toledo Ascent Group LLC | 4,597 | $346,940.69 | $347,485.39 | $544.7 | 0.16% |
Jim Clark Worth Asset Management LLC | 8,238 | $623,451.84 | $622,707.12 | -$744.72 | -0.12% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1.23M | $92.64M | $92.63M | -$8,363.33 | -0.01% |
| DP Drew Phillips Fortitude Family Office LLC | 336,427 | $25.39M | $25.43M | $38,575.12 | 0.15% |
Matthew Zienty Cardinal Point Capital Management ULC | 273,105 | $20.66M | $20.65M | -$12,289.48 | -0.06% |
Daniel Guy Ethos Financial Group LLC | 56,617 | $4.28M | $4.28M | -$2,293.28 | -0.05% |
| RSL Richard S. Levenson Western Financial Corp./CA | 13,923 | $1.05M | $1.05M | -$867.39 | -0.08% |
Mark Meredith Meredith Wealth Planning | 8,433 | $637,989 | $637,446.25 | -$542.75 | -0.09% |
| MC Morgan Carter RFP Financial Group LLC | 152,672 | $11.55M | $11.54M | -$5,734.04 | -0.05% |
Jessica Thayer Unique Wealth LLC | 5,535 | $417,505.17 | $418,387.88 | $882.71 | 0.21% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 5,576 | $420,598 | $421,487.05 | $889.05 | 0.21% |
| HS Holly Skipper Verum Partners LLC | 13,887 | $1.05M | $1.05M | -$953.54 | -0.09% |
| DW Dennis Wallace Fortune Financial Advisors LLC | 3,379 | $254,883.81 | $255,384.82 | $501.01 | 0.2% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 4,500 | $340,268 | $340,150.5 | -$117.5 | -0.03% |