| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MK Malinda Khauv Cercano Management LLC | 4,267 | $505,085 | $482,768.38 | -$22,316.62 | -4.42% |
CJ Harrison DecisionPoint Financial LLC | 22 | $2,568 | $2,494.91 | -$73.09 | -2.85% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 1,996 | $216,766.21 | $226,356.38 | $9,590.17 | 4.42% |
Mark Mowrey Signature Resources Capital Management LLC | 1,113 | $120,835.36 | $123,131.19 | $2,295.83 | 1.9% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 1,914 | $208,838.41 | $213,315.3 | $4,476.89 | 2.14% |
| SP Samuel Pressley Ridgepath Capital Management LLC | 9,700 | $835,774.74 | $1.1M | $264,253.76 | 31.62% |
| AIA Acute Investment Advisory LLC Acute Investment Advisory LLC | 1,842 | $178,324.02 | $208,892.01 | $30,567.99 | 17.14% |
Mariana Coli Dunhill Financial LLC | 117 | $13,849 | $13,285.35 | -$563.65 | -4.07% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 123 | $14,480 | $13,954.96 | -$525.04 | -3.63% |
Daniel Guy Ethos Financial Group LLC | 3,476 | $377,250.28 | $394,699.8 | $17,449.52 | 4.63% |
| VL Victoria Latham Fiduciary Alliance LLC | 2,380 | $258,756.27 | $270,249 | $11,492.73 | 4.44% |
Loni Adams Daymark Wealth Partners LLC | 39,409 | $4.37M | $4.49M | $119,608.05 | 2.74% |
Jessica Thayer Unique Wealth LLC | 2,194 | $243,235 | $249,128.7 | $5,893.7 | 2.42% |
| MS Michael Snyder Beaumont Financial Advisors LLC | 9,348 | $674,878.71 | $1.06M | $389,811.75 | 57.76% |
Christopher Casanega Sharper & Granite LLC | 60,328 | $4.02M | $6.84M | $2.82M | 69.97% |
| PDH Patrick D. Hayes Canopy Partners LLC | 2,059 | $199,405.31 | $234,509.8 | $35,104.49 | 17.6% |
Lucas Mosher SP Asset Management LLC | 8,407 | $414,229.7 | $957,515.26 | $543,285.56 | 131.16% |
| SO Sue Oleari Trifecta Capital Advisors LLC | 391 | $46,029 | $44,532.94 | -$1,496.06 | -3.25% |
Amy Hart Phillips Wealth Planners LLC | 10,972 | $770,650.04 | $1.25M | $479,005.9 | 62.16% |
| SR Scott Register Register Financial Advisors LLC | 439 | $32,621.83 | $48,926.55 | $16,304.72 | 49.98% |