| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alexandra Stickelman Root Financial Partners, LLC | 3,894 | $300,371.42 | $294,152.76 | -$6,218.66 | -2.07% |
Jorge Paganin Abacus Wealth Partners, LLC | 22,554 | $1.72M | $1.7M | -$17,455.63 | -1.01% |
Courtney Holt Compound Planning, Inc. | 10,298 | $801,944.5 | $777,910.92 | -$24,033.58 | -3% |
Nemes Rush Group LLC Nemes Rush Group LLC | 355 | $27,229 | $26,838 | -$391 | -1.44% |
ELEVATUS WELATH MANAGEMENT ELEVATUS WELATH MANAGEMENT | 117,014 | $8.97M | $8.84M | -$130,505.09 | -1.46% |
Scott Kapusta First County Bank /CT/ | 16,783 | $1.29M | $1.27M | -$17,751.13 | -1.38% |
Megan J. Lottier Rockwood Wealth Management, LLC | 6,757 | $520,336.96 | $510,423.78 | -$9,913.18 | -1.91% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 894 | $68,981.6 | $67,532.76 | -$1,448.84 | -2.1% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 388,428 | $29.82M | $29.34M | -$476,404.52 | -1.6% |
Nancy Smetek Arcataur Capital Management LLC | 75,482 | $5.75M | $5.7M | -$49,597.63 | -0.86% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 5,873 | $456,895.38 | $443,646.42 | -$13,248.96 | -2.9% |
Annmarie Young KPP Advisory Services LLC | 5,472 | $412,588.85 | $413,354.88 | $766.03 | 0.19% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 365,539 | $28.06M | $27.61M | -$449,788.1 | -1.6% |
John Hayes LongView Wealth Management | 2,741 | $206,667.8 | $207,055.14 | $387.34 | 0.19% |
Andrew Halac Talon Private Wealth, LLC | 18,395 | $1.42M | $1.39M | -$28,181.03 | -1.99% |
Bradley Harsch Strategic Advocates LLC | 14,419 | $1.13M | $1.09M | -$37,057.12 | -3.29% |
Brandon Silvia SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 27,720 | $2.09M | $2.09M | $6,981.03 | 0.33% |
Denise Reinert CGC Financial Services, LLC | 22,341 | $1.71M | $1.69M | -$21,211.36 | -1.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 488,716 | $37.08M | $36.92M | -$161,645.81 | -0.44% |
Kevin Orr Centennial Bank/AR/ | 82,870 | $6.3M | $6.27M | -$22,530.35 | -0.36% |