| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Langer Redmont Wealth Advisors LLC | 3,105 | $252,306.9 | $252,312.3 | $5.4 | - |
Bill McVay Red Tortoise LLC | 56 | $4,340.56 | $4,550.56 | $210 | 4.84% |
Cole Bruner Buska Wealth Management LLC | 86,334 | $7.06M | $7.02M | -$42,043.79 | -0.6% |
Gery Sadzewicz Forum Private Client Group LLC | 19,574 | $1.61M | $1.59M | -$15,912.95 | -0.99% |
| MWM Marion Wealth Management Marion Wealth Management | 522,764 | $41.83M | $42.48M | $650,366.52 | 1.55% |
W. Travis McKinney HB Wealth Management LLC | 8,976 | $745,878.92 | $729,389.76 | -$16,489.16 | -2.21% |
| MPR Maureen P. Ruggiero Mendel Capital Management LLC | 2,616 | $209,889.54 | $212,576.16 | $2,686.62 | 1.28% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 8,161 | $675,014.61 | $663,162.86 | -$11,851.75 | -1.76% |
Brian O'Rourke O'ROURKE & COMPANY Inc. | 51,302 | $4.5M | $4.17M | -$335,049.82 | -7.44% |
| AG Alan Gilmore Financial Futures Ltd. Liability Co. | 222,143 | $17.57M | $18.05M | $476,417.35 | 2.71% |
| FCI Family CFO Inc Family CFO Inc | 119,883 | $9.59M | $9.74M | $152,885.25 | 1.59% |
Sue Cox BetterWealth LLC | 62,187 | $5.42M | $5.05M | -$370,949.12 | -6.84% |
Michael O'Connor Capasso Planning Partners LLC | 66,201 | $5.81M | $5.38M | -$431,379.88 | -7.42% |
Paul Elam Oak Harbor Wealth Partners LLC | 3,378 | $281,091 | $274,496.28 | -$6,594.72 | -2.35% |
| LWL Leo Wealth LLC Leo Wealth LLC | 9,115 | $747,088.13 | $740,684.9 | -$6,403.23 | -0.86% |
Dalila Toledo Ascent Group LLC | 7,812 | $693,127.4 | $634,803.12 | -$58,324.28 | -8.41% |
| EM Erin Mccann Simplicity Wealth LLC | 72,632 | $6.01M | $5.9M | -$104,908.35 | -1.75% |
Patrick O'Connell Security Financial Services Inc. | 6,319 | $519,821.34 | $513,481.94 | -$6,339.4 | -1.22% |
Michael Byun SageView Advisory Group LLC | 127,351 | $10.38M | $10.37M | -$12,749.19 | -0.12% |
Jesse Rodrigue Fortune 45 LLC | 188,877 | $15.65M | $15.35M | -$303,585.69 | -1.94% |