| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 24,291 | $1.83M | $1.84M | $6,727.35 | 0.37% |
William Reid Culp III TAGStone Capital Inc. | 36,623 | $2.77M | $2.77M | -$1,821.6 | -0.07% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 2,113 | $159,896.44 | $160,017.49 | $121.05 | 0.08% |
Clint Dunn Beaird Harris Wealth Management LLC | 9,240 | $699,104.1 | $699,745.2 | $641.1 | 0.09% |
Jennifer Carlson Gould Capital LLC | 13 | $982.15 | $982.02 | -$0.13 | -0.01% |
John Gorlow Cardiff Park Advisors LLC | 3,300 | $249,317.38 | $249,513 | $195.62 | 0.08% |
| JK Joshua Kirby Guardian Wealth Management Inc. | 54,508 | $4.12M | $4.13M | $4,360.64 | 0.11% |
Brett Lee Planning Center Inc. | 38,435 | $2.91M | $2.91M | $2,734.99 | 0.09% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 59,358 | $4.49M | $4.49M | -$4,155.06 | -0.09% |
| FCI Family CFO Inc Family CFO Inc | 14,528 | $1.1M | $1.1M | $2,546.74 | 0.23% |
Sue Cox BetterWealth LLC | 682,813 | $51.65M | $51.71M | $54,701.62 | 0.11% |
Dalila Toledo Ascent Group LLC | 4,597 | $346,940.69 | $348,130.81 | $1,190.12 | 0.34% |
Ed West Values First Advisors Inc. | 264 | $19,979.52 | $19,992.72 | $13.2 | 0.07% |
Jim Clark Worth Asset Management LLC | 8,238 | $623,451.84 | $623,863.74 | $411.9 | 0.07% |
Mary Lecca ARGONAUTICA PRIVATE WEALTH MANAGEMENT Inc. | 3,974 | $300,752 | $300,951.02 | $199.02 | 0.07% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 1.23M | $92.64M | $92.8M | $163,196.03 | 0.18% |
Drew Phillips Fortitude Family Office LLC | 393,282 | $29.69M | $29.78M | $91,886.8 | 0.31% |
Matthew Zienty Cardinal Point Capital Management ULC | 320,743 | $24.27M | $24.29M | $24,234.29 | 0.1% |
Daniel Guy Ethos Financial Group LLC | 56,617 | $4.28M | $4.29M | $5,661.41 | 0.13% |
Richard S. Levenson Western Financial Corp./CA | 8,298 | $627,758.63 | $628,407.54 | $648.91 | 0.1% |