| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nathan Geraci ETF Store Inc. | 4,927 | $297,540.78 | $287,490.45 | -$10,050.33 | -3.38% |
Jeremy Baltz Raleigh Capital Management Inc. | 3,252 | $193,440 | $189,754.2 | -$3,685.8 | -1.91% |
| LWL Leo Wealth LLC Leo Wealth LLC | 10,925 | $654,710.77 | $637,473.75 | -$17,237.02 | -2.63% |
Missy Straw Nilsine Partners LLC | 58,513 | $3.41M | $3.41M | $5,509.38 | 0.16% |
| EM Erin Mccann Simplicity Wealth LLC | 68,949 | $4.12M | $4.02M | -$95,317.34 | -2.31% |
Patrick O'Connell Security Financial Services Inc. | 243,212 | $14.44M | $14.19M | -$247,520.75 | -1.71% |
Michael Byun SageView Advisory Group LLC | 111,330 | $6.58M | $6.5M | -$71,434.86 | -1.09% |
Adam Grossman Mayport LLC | 361,424 | $21.85M | $21.11M | -$737,143.15 | -3.37% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 3,515 | $210,231.76 | $205,100.25 | -$5,131.51 | -2.44% |
David K. Balsdon Harvest Portfolios Group Inc. | 95,157 | $5.66M | $5.55M | -$108,049.18 | -1.91% |
Mark Astrinos Libra Wealth LLC | 1.09M | $64.98M | $63.73M | -$1.25M | -1.92% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 15,222 | $897,379.11 | $888,203.7 | -$9,175.41 | -1.02% |
Timothy Gerlach Novem Group | 4,904 | $291,676.78 | $286,148.4 | -$5,528.38 | -1.9% |
Christopher Warner WARNER FINANCIAL Inc. | 6,949 | $405,862.64 | $405,474.15 | -$388.49 | -0.1% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 24,459 | $1.46M | $1.43M | -$29,976.34 | -2.06% |
Amanda Hawley Atria Wealth Solutions Inc. | 77,506 | $4.56M | $4.52M | -$38,631.57 | -0.85% |
Lincoln Bach Delap Wealth Advisory LLC | 256,069 | $15.19M | $14.94M | -$244,618.3 | -1.61% |
Craig Johnsen Fortitude Advisory Group LLC | 5,939 | $352,753.17 | $346,540.65 | -$6,212.52 | -1.76% |
Edward Lowndes Angeles Wealth Management LLC | 4,399 | $259,453.02 | $256,681.65 | -$2,771.37 | -1.07% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 238,993 | $14.07M | $13.95M | -$127,565.4 | -0.91% |