| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kellie Borror Daner Wealth Management LLC | 13,403 | $667,742.47 | $663,477.99 | -$4,264.48 | -0.64% |
Loni Adams Daymark Wealth Partners LLC | 33,610 | $1.68M | $1.66M | -$16,168.21 | -0.96% |
Nelson J. Lam LAM GROUP Inc. | 446 | $22,185.6 | $22,081.46 | -$104.14 | -0.47% |
Lucas Mosher SP Asset Management LLC | 25,580 | $1.26M | $1.27M | $9,608.62 | 0.76% |
| BP Brett Pohl Kingdom Financial Group LLC | 553 | $27,538.2 | $27,380.36 | -$157.84 | -0.57% |
Bree Pate Olisti Co. Wealth LLC | 696 | $34,605.84 | $34,458.96 | -$146.88 | -0.42% |
Robin Sherwood HTG Investment Advisors Inc. | 270,624 | $13.44M | $13.4M | -$48,850.49 | -0.36% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 8,663 | $431,609.02 | $428,818.5 | -$2,790.52 | -0.65% |
Jesse Haller Compass Financial Group Inc./SD | 14,172 | $698,114.14 | $701,301.42 | $3,187.28 | 0.46% |
Moises Valladares Insigneo Advisory Services LLC | 4,934 | $246,485.76 | $244,294.67 | -$2,191.09 | -0.89% |
| DCB David C. Bensch Evergreen Wealth Management LLC | 44,659 | $2.23M | $2.21M | -$20,441.77 | -0.92% |
| CJ Carl Jurgens Walker Financial Services Inc. | 77,753 | $3.88M | $3.85M | -$30,297.37 | -0.78% |
Jeffrey Steele Silverlake Wealth Management LLC | 7,260 | $361,738.75 | $359,406.3 | -$2,332.45 | -0.64% |
David Kronour Kapstone Financial Advisors LLC | 8,280 | $412,178 | $410,108.4 | -$2,069.6 | -0.5% |
| LAM Lakewood Asset Management LLC Lakewood Asset Management LLC | 66,809 | $3.32M | $3.31M | -$13,348.26 | -0.4% |
Pavin White 25 LLC | 5,945 | $296,778.19 | $294,247.77 | -$2,530.42 | -0.85% |
Jacob Going Alpine Bank Wealth Management | 36,335 | $1.81M | $1.8M | -$11,096.63 | -0.61% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,528 | $76,066.89 | $75,620.87 | -$446.02 | -0.59% |
Alexandra Stickelman Root Financial Partners, LLC | 94,101 | $4.69M | $4.66M | -$29,572 | -0.63% |
Benjamin J. Jones National Wealth Management Group, LLC | 61,789 | $3.08M | $3.06M | -$16,244.63 | -0.53% |