| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EL Eric Lai Archvest Wealth Advisors Inc. | 4,991 | $251,718.53 | $247,803.15 | -$3,915.38 | -1.56% |
| CC Cheung Chan Chemistry Wealth Management LLC | 422,416 | $21.14M | $20.96M | -$178,901.35 | -0.85% |
| AE Alexis Eubanks TILIA FIDUCIARY PARTNERS Inc. | 35,513 | $1.77M | $1.76M | -$4,803.96 | -0.27% |
| FCI Family CFO Inc Family CFO Inc | 156,099 | $7.58M | $7.75M | $172,526.17 | 2.28% |
Allison Tronnes Forum Financial Management LP | 28,517 | $1.42M | $1.42M | -$4,262.2 | -0.3% |
| RFA Resurgent Financial Advisors LLC Resurgent Financial Advisors LLC | 7,644 | $385,016.6 | $379,409.94 | -$5,606.66 | -1.46% |
| GE Genemarie Eguilior Bulltick Wealth Management LLC | 21,555 | $1.04M | $1.07M | $33,227.85 | 3.21% |
Dalila Toledo Ascent Group LLC | 12,668 | $638,173.2 | $628,776.18 | -$9,397.02 | -1.47% |
| EM Erin Mccann Simplicity Wealth LLC | 9,581 | $481,035.59 | $475,552.93 | -$5,482.66 | -1.14% |
Michael Byun SageView Advisory Group LLC | 5,822 | $279,041.95 | $288,974.97 | $9,933.02 | 3.56% |
Adam Grossman Mayport LLC | 396,348 | $19.62M | $19.67M | $49,843.69 | 0.25% |
| DW Darren Woolson Asset Allocation Strategies LLC | 48,812 | $2.32M | $2.42M | $105,902.18 | 4.57% |
Candice Gilman Sofi Wealth LLC | 26 | $1,264.12 | $1,290.51 | $26.39 | 2.09% |
Conor Sheridan Sheridan Capital Management LLC | 47,210 | $2.38M | $2.34M | -$38,581.77 | -1.62% |
Amanda Hawley Atria Wealth Solutions Inc. | 474,028 | $23.34M | $23.52M | $184,448.81 | 0.79% |
Lincoln Bach Delap Wealth Advisory LLC | 99,691 | $4.88M | $4.95M | $68,498.61 | 1.4% |
| EL Edward Lowndes Angeles Wealth Management LLC | 6,876 | $348,131.88 | $341,255.88 | -$6,876 | -1.98% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,483 | $271,624.49 | $272,203.53 | $579.04 | 0.21% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,400 | $161,466 | $168,980 | $7,514 | 4.65% |
| WC William Cantus Pacific Sage Partners LLC | 750,511 | $37.67M | $37.25M | -$426,347.8 | -1.13% |