| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bethany Wagner Level Financial Advisors | 35,019 | $1.7M | $1.74M | $35,568.26 | 2.09% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 157,714 | $7.8M | $7.82M | $22,940.67 | 0.29% |
| SR Spencer Rand Five Oceans Advisors | 6,158 | $322,898.44 | $305,498.38 | -$17,400.06 | -5.39% |
Kimberly Van Winkle Twelve Points Wealth Management LLC | 269,145 | $13.16M | $13.36M | $197,184.06 | 1.5% |
| JT Jarrett Topel Topel & Distasi Wealth Management LLC | 6,639 | $339,990.53 | $329,526.76 | -$10,463.77 | -3.08% |
Kurt Van Dyken Lifeworks Advisors LLC | 308,937 | $14.92M | $15.34M | $419,443.64 | 2.81% |
| KRB Kyle R. Bubeck Systelligence LLC | 7,519 | $375,574.05 | $373,731.89 | -$1,842.16 | -0.49% |
Kimberly Cappellano Private Wealth Asset Management LLC | 261,610 | $13.08M | $12.99M | -$96,025.4 | -0.73% |
| MD Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 85,416 | $4.27M | $4.25M | -$25,079.09 | -0.59% |
Andrew Endelman Independent Wealth Network Inc. | 6,668 | $325,346.96 | $330,998.85 | $5,651.89 | 1.74% |
Chad Kelley Alliance Wealth Advisors LLC /UT | 17,623 | $878,184.66 | $874,803.96 | -$3,380.7 | -0.38% |
| SIM Studio Investment Management LLC Studio Investment Management LLC | 1.82M | $89.97M | $90.42M | $445,637.14 | 0.5% |
| TR Tracy Richards FIDELIS iM LLC | 220,228 | $10.92M | $10.93M | $10,598.78 | 0.1% |
Bobby Adusumilli SJS Investment Consulting Inc. | 319,415 | $15.72M | $15.86M | $145,752.03 | 0.93% |
| MR Michael Ryan Whelan Financial | 15,793 | $783,819.8 | $783,962.94 | $143.14 | 0.02% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 20,533 | $1.03M | $1.02M | -$6,467.9 | -0.63% |
| CB Charles Brewster Brewster Financial Planning LLC | 8,601 | $429,162.29 | $427,512.7 | -$1,649.59 | -0.38% |
| OFA Olalekan F. Adeduji Washington Trust Advisors Inc. | 1,368 | $68,142.88 | $67,934.88 | -$208 | -0.31% |
Armand Doucette Surience Private Wealth LLC | 10,974 | $548,151.3 | $544,967.74 | -$3,183.56 | -0.58% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 258,409 | $12.83M | $12.83M | $1,584.35 | 0.01% |