| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 6,634 | $529,253.32 | $521,432.4 | -$7,820.92 | -1.48% |
Jay Richards Investment Advisory Group LLC | 25,851 | $2.01M | $2.03M | $27,200.12 | 1.36% |
James Langer Redmont Wealth Advisors LLC | 38,014 | $2.99M | $2.99M | -$1,654.95 | -0.06% |
Gery Sadzewicz Forum Private Client Group LLC | 85,693 | $6.74M | $6.73M | -$5,150.12 | -0.08% |
Samantha Pierangeli City State Bank | 16,430 | $1.28M | $1.29M | $9,624.4 | 0.75% |
Michael Schneck Gridiron Partners LLC | 10,961 | $875,069.59 | $861,753.82 | -$13,315.77 | -1.52% |
| EI Excelsior Investors Intelligent Financial Strategies | 39,017 | $3.12M | $3.07M | -$51,112.27 | -1.64% |
| MWM Marion Wealth Management Marion Wealth Management | 132,681 | $10.17M | $10.43M | $257,406.3 | 2.53% |
W. Travis McKinney HB Wealth Management LLC | 25,762 | $2.04M | $2.03M | -$10,588.56 | -0.52% |
Daniel Forbes Forbes Financial Planning Inc. | 202,765 | $15.79M | $15.94M | $149,367.13 | 0.95% |
| NWL Nicholas Wealth LLC Nicholas Wealth LLC | 7,779 | $616,048.4 | $611,584.98 | -$4,463.42 | -0.72% |
Nathan Geraci ETF Store Inc. | 30,672 | $2.44M | $2.41M | -$25,626.66 | -1.05% |
Michelle McCarthy Vantage Financial Partners LLC | 8,974 | $712,715.08 | $705,535.88 | -$7,179.2 | -1.01% |
Michael O'Connor Capasso Planning Partners LLC | 41,596 | $3.32M | $3.27M | -$52,564.41 | -1.58% |
Edward A. McDonough McDonough Capital Management Inc. | 33,093 | $2.63M | $2.6M | -$33,958.84 | -1.29% |
Jonathan Straus Commons Capital LLC | 3,506 | $277,079.18 | $275,641.72 | -$1,437.46 | -0.52% |
| EM Erin Mccann Simplicity Wealth LLC | 21,475 | $1.7M | $1.69M | -$14,838.9 | -0.87% |
| NAP Norma Angelica Peralta Morales Virtus Family Office LLC | 84,227 | $6.64M | $6.62M | -$21,445.13 | -0.32% |
Patrick O'Connell Security Financial Services Inc. | 5,590 | $443,506.32 | $439,485.8 | -$4,020.52 | -0.91% |
Michael Byun SageView Advisory Group LLC | 19,574 | $1.55M | $1.54M | -$13,362.86 | -0.86% |