| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MS Michael Stulic Astoria Portfolio Advisors LLC | 2,246 | $503,447.14 | $492,839.78 | -$10,607.36 | -2.11% |
| TL Tradewinds LLC Tradewinds LLC | 3,108 | $686,690.14 | $682,050.6 | -$4,639.54 | -0.68% |
| JW Joseph Wallace Wallace Advisory Group LLC | 1,085 | $238,385 | $238,081.55 | -$303.45 | -0.13% |
| LB Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 8,375 | $1.31M | $1.84M | $522,958.28 | 39.78% |
| NB Nolan Baker Retirement Guys Formula LLC | 5,723 | $1.25M | $1.26M | $10,667.68 | 0.86% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 13,129 | $2.73M | $2.88M | $153,216.46 | 5.62% |
| DAL Drake & Associates LLC Drake & Associates LLC | 1,838 | $353,885.85 | $403,312.34 | $49,426.49 | 13.97% |
| LF Lori Fernicola Castle Wealth Management LLC | 919 | $212,757.69 | $201,656.17 | -$11,101.52 | -5.22% |
| BFG Bleakley Financial Group LLC Bleakley Financial Group LLC | 13,569 | $2.52M | $2.98M | $459,110.35 | 18.23% |
| KW Keith Williams 4D Advisors LLC | 40,000 | $9.19M | $8.78M | -$414,400 | -4.51% |
| CH CJ Harrison DecisionPoint Financial LLC | 29 | $5,197.45 | $6,363.47 | $1,166.02 | 22.43% |
| JG John Ginter Callan Family Office LLC | 16,442 | $3.66M | $3.61M | -$52,378.21 | -1.43% |
| AAK Amna Ali Khan GDS Wealth Management | 1,110 | $255,064.5 | $243,567.3 | -$11,497.2 | -4.51% |
| MM Mark Mowrey Signature Resources Capital Management LLC | 12 | $2,718.25 | $2,633.16 | -$85.09 | -3.13% |
| AM Albert Moore First National Advisers LLC | 17,179 | $3.04M | $3.77M | $727,296.17 | 23.91% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 893 | $205,154 | $195,950.99 | -$9,203.01 | -4.49% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,490 | $342,927.84 | $326,950.7 | -$15,977.14 | -4.66% |
| TC Trent Curry bLong Financial LLC | 1,871 | $377,552 | $410,553.53 | $33,001.53 | 8.74% |
| DH David Hunter Horizons Wealth Management | 49 | $7,823.06 | $10,752.07 | $2,929.01 | 37.44% |
| AW Anita Woodhouse V-Square Quantitative Management LLC | 3,307 | $726,742.64 | $725,721.15 | -$1,021.49 | -0.14% |