| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LWL Lauer Wealth LLC Lauer Wealth LLC | 76,105 | $5.99M | $5.98M | -$4,122.99 | -0.07% |
Jason Kaplan Howard Capital Management Group LLC | 356,395 | $26.99M | $28.02M | $1.03M | 3.82% |
Kyle P. Smith NewEdge Wealth LLC | 155,452 | $12.34M | $12.22M | -$122,907.71 | -1% |
John Ledford FWG Holdings LLC | 11,011 | $870,773.67 | $865,905.04 | -$4,868.63 | -0.56% |
| EBA Eagle Bay Advisors LLC Eagle Bay Advisors LLC | 10,368 | $779,476.56 | $815,132.16 | $35,655.6 | 4.57% |
Carrie Delgott Wescott Financial Advisory Group LLC | 312,859 | $24.14M | $24.6M | $455,167.53 | 1.89% |
John Mezzasalma Mezzasalma Advisors LLC | 13,487 | $1.05M | $1.06M | $7,032.19 | 0.67% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 140,816 | $11.17M | $11.07M | -$99,586.69 | -0.89% |
| YL Yosef Levy Y.D. More Investments Ltd. | 7,194 | $566,834.12 | $565,592.28 | -$1,241.84 | -0.22% |
| TCL Therese C.D. Linden Bank of New Hampshire | 8,652 | $676,218.6 | $680,220.24 | $4,001.64 | 0.59% |
Bethany Wagner Level Financial Advisors | 188,449 | $14.8M | $14.82M | $15,515.89 | 0.1% |
Beatriz Gutierrez Junco CV Advisors LLC | 5,267 | $410,878.67 | $414,091.54 | $3,212.87 | 0.78% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 71,619 | $5.67M | $5.63M | -$39,197.36 | -0.69% |
Hannah Tackett Penobscot Wealth Management | 23,981 | $1.9M | $1.89M | -$9,832.19 | -0.52% |
| AWM Accurate Wealth Management LLC Accurate Wealth Management LLC | 29,362 | $2.31M | $2.31M | -$3,077.12 | -0.13% |
Katie Smith Delos Wealth Advisors LLC | 126 | $9,957.78 | $9,908.64 | -$49.14 | -0.49% |
Richard Slavik Newbridge Financial Services Group Inc. | 19 | $1,501.57 | $1,494.16 | -$7.41 | -0.49% |
Jarrett Topel Topel & Distasi Wealth Management LLC | 44,122 | $3.54M | $3.47M | -$76,503.58 | -2.16% |
Sima Elimelech Activest Wealth Management | 2,994 | $226,163.34 | $235,388.28 | $9,224.94 | 4.08% |
Eddie Wilcox Rollins Financial Advisors LLC | 4,395 | $350,413 | $345,534.9 | -$4,878.1 | -1.39% |