| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MT Michael Topley Lansing Street Advisors | 257,291 | $20.07M | $19.67M | -$402,501.52 | -2% |
| TG Timothy Gerlach Novem Group | 5,219 | $405,438.47 | $399,044.74 | -$6,393.73 | -1.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 6,701 | $518,858.43 | $512,458.97 | -$6,399.46 | -1.23% |
| JA Janelle Anderson Grand Wealth Management LLC | 91,457 | $7.07M | $7M | -$73,607.87 | -1.04% |
| SFC Swisher Financial Concepts Inc. Swisher Financial Concepts Inc. | 3,205 | $249,669.5 | $245,134.42 | -$4,535.08 | -1.82% |
| GAQ G. Andrew Quinn AJ Advisors LLC | 142,747 | $11.06M | $10.92M | -$144,122.79 | -1.3% |
Daniel Guy Ethos Financial Group LLC | 48,531 | $3.8M | $3.71M | -$89,489.82 | -2.35% |
Kellie Borror Daner Wealth Management LLC | 10,434 | $804,918.33 | $797,940.15 | -$6,978.18 | -0.87% |
| HAI Hofer & Associates. Inc. Hofer & Associates. Inc. | 95,717 | $7.43M | $7.32M | -$106,987.06 | -1.44% |
| HS Holly Skipper Verum Partners LLC | 404,177 | $31.16M | $30.91M | -$248,146.89 | -0.8% |
Bree Pate Olisti Co. Wealth LLC | 2,331 | $181,458.14 | $178,473.01 | -$2,985.13 | -1.65% |
Bill Scoggins First Citizens Asset Management Inc. | 455,264 | $35.69M | $34.78M | -$908,483.56 | -2.55% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 783 | $61,383.46 | $59,887.75 | -$1,495.71 | -2.44% |
Kurt Ahrens Mendota Financial Group LLC | 108,705 | $8.43M | $8.31M | -$111,428.91 | -1.32% |
Darren Tapley New England Capital Financial Advisors LLC | 590,874 | $45.76M | $45.19M | -$562,215.82 | -1.23% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 559,754 | $43.54M | $42.81M | -$723,589.44 | -1.66% |
| NC Neil Christ Oak Hill Wealth Advisors LLC | 41,560 | $3.23M | $3.18M | -$51,601.65 | -1.6% |
| FFL Financial Freedom LLC Financial Freedom LLC | 217 | $16,791 | $16,603.75 | -$187.25 | -1.12% |
David Gutierrez Gutierrez Wealth Advisory LLC | 124,728 | $9.49M | $9.54M | $51,844.11 | 0.55% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,336 | $340,064.72 | $331,769.04 | -$8,295.68 | -2.44% |