| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jason Whitby Stone Summit Wealth LLC | 5,276 | $534,519.5 | $530,739.22 | -$3,780.28 | -0.71% |
Adam K. Wright Kathleen S. Wright Associates Inc. | 15,160 | $1.52M | $1.53M | $981.4 | 0.06% |
Clint Dunn Beaird Harris Wealth Management LLC | 94,970 | $9.63M | $9.55M | -$78,768.67 | -0.82% |
Jennifer Carlson Gould Capital LLC | 500 | $50,790 | $50,402.5 | -$387.5 | -0.76% |
John Gorlow Cardiff Park Advisors LLC | 12,835 | $1.29M | $1.29M | $2,175.9 | 0.17% |
Brett Lee Planning Center Inc. | 10,169 | $1.03M | $1.02M | -$8,287.74 | -0.8% |
W. Travis McKinney HB Wealth Management LLC | 21,377 | $2.17M | $2.15M | -$23,218.86 | -1.07% |
Taylor Fairman Eagle Rock Investment Company LLC | 17,687 | $1.79M | $1.78M | -$12,324.44 | -0.69% |
Adam Grossman Mayport LLC | 63,855 | $6.46M | $6.44M | -$24,011.02 | -0.37% |
Jim Clark Worth Asset Management LLC | 3,497 | $354,281.07 | $351,780.71 | -$2,500.36 | -0.71% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,050 | $309,240.5 | $306,814.75 | -$2,425.75 | -0.78% |
| JG John Ginter Callan Family Office LLC | 30,945 | $3.14M | $3.12M | -$16,339.01 | -0.52% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,450 | $247,279 | $246,457.75 | -$821.25 | -0.33% |
Christopher D. Rich EnRich Financial Partners LLC | 6,826 | $685,786.6 | $686,661.47 | $874.87 | 0.13% |
Loni Adams Daymark Wealth Partners LLC | 26,829 | $2.71M | $2.7M | -$9,265.56 | -0.34% |
Stephen Cheifetz Kades & Cheifetz LLC | 30,924 | $3.12M | $3.11M | -$4,742.32 | -0.15% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 18,639 | $1.88M | $1.88M | $2,960.11 | 0.16% |
Holly Skipper Verum Partners LLC | 2,472 | $250,023.89 | $248,670.84 | -$1,353.05 | -0.54% |
Dennis Wallace Fortune Financial Advisors LLC | 8,239 | $837,959.11 | $828,802.2 | -$9,156.91 | -1.09% |
| TT Thaddeus Toal RCS Financial Planning LLC | 6,656 | $660,410.68 | $669,560.32 | $9,149.64 | 1.39% |