| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dalila Toledo Ascent Group LLC | 12,668 | $638,173.2 | $629,092.88 | -$9,080.32 | -1.42% |
| EM Erin Mccann Simplicity Wealth LLC | 12,652 | $635,291.92 | $627,792.24 | -$7,499.68 | -1.18% |
Michael Byun SageView Advisory Group LLC | 5,740 | $276,112.96 | $285,105.8 | $8,992.84 | 3.26% |
Adam Grossman Mayport LLC | 420,360 | $20.83M | $20.88M | $50,269.15 | 0.24% |
| DW Darren Woolson Asset Allocation Strategies LLC | 44,806 | $2.13M | $2.23M | $100,388.21 | 4.72% |
Candice Gilman Sofi Wealth LLC | 18 | $876.76 | $894.06 | $17.3 | 1.97% |
Conor Sheridan Sheridan Capital Management LLC | 49,494 | $2.5M | $2.46M | -$38,208.48 | -1.53% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 19,211 | $964,968.53 | $954,018.26 | -$10,950.27 | -1.13% |
Amanda Hawley Atria Wealth Solutions Inc. | 474,028 | $23.34M | $23.54M | $201,039.79 | 0.86% |
Lincoln Bach Delap Wealth Advisory LLC | 99,691 | $4.88M | $4.95M | $70,990.89 | 1.45% |
Edward Lowndes Angeles Wealth Management LLC | 8,398 | $424,581.94 | $417,044.68 | -$7,537.26 | -1.78% |
| TL Tradewinds LLC Tradewinds LLC | 920 | $46,211.6 | $45,733.2 | -$478.4 | -1.04% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 5,483 | $271,624.49 | $272,285.78 | $661.29 | 0.24% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 3,400 | $161,466 | $168,844 | $7,378 | 4.57% |
William Cantus Pacific Sage Partners LLC | 809,759 | $40.65M | $40.18M | -$469,992.54 | -1.16% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 1.21M | $58.37M | $60.08M | $1.71M | 2.93% |
CJ Harrison DecisionPoint Financial LLC | 1,481 | $74,102.79 | $73,546.46 | -$556.33 | -0.75% |
| JG John Ginter Callan Family Office LLC | 122,234 | $6.05M | $6.07M | $22,789.83 | 0.38% |
Janelle Anderson Grand Wealth Management LLC | 3,985 | $204,208.08 | $197,934.95 | -$6,273.13 | -3.07% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 6,043 | $299,907.75 | $300,155.81 | $248.06 | 0.08% |