| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Cheifetz Kades & Cheifetz LLC | 26,788 | $515,464.98 | $523,035.7 | $7,570.72 | 1.47% |
Michael Snyder Beaumont Financial Advisors LLC | 10,913 | $209,828.4 | $213,076.32 | $3,247.92 | 1.55% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,970 | $233,773.12 | $233,714.25 | -$58.87 | -0.03% |
Stephen Smith Kestra Investment Management LLC | 20,589 | $401,995 | $402,000.22 | $5.22 | - |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 19,879 | $388,038.86 | $388,137.47 | $98.61 | 0.03% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 13,729 | $267,792.5 | $268,058.72 | $266.22 | 0.1% |
Jesse Ellington Dover Advisors LLC | 17,718 | $340,289.66 | $346,298.31 | $6,008.65 | 1.77% |
Walter J. West Milestone Asset Management LLC | 356,227 | $6.97M | $6.96M | -$14,850.32 | -0.21% |
David Bach River Street Advisors LLC | 14,184 | $277,607.78 | $276,942.6 | -$665.18 | -0.24% |
Dana Anspach Sensible Money LLC | 23,698 | $451,819.9 | $462,703.45 | $10,883.55 | 2.41% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 19,101 | $368,478.6 | $372,947.02 | $4,468.42 | 1.21% |
Jeffrey Steele Silverlake Wealth Management LLC | 141,070 | $2.78M | $2.76M | -$25,584.86 | -0.92% |
Eric B. Parsons St. Louis Financial Planners Asset Management LLC | 2.68M | $52.45M | $52.4M | -$50,757.9 | -0.1% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 16,333 | $318,191.84 | $319,146.82 | $954.98 | 0.3% |
Jennifer Henry Continuum Wealth Advisors LLC | 134,690 | $2.63M | $2.63M | -$4,845.72 | -0.18% |
Michael Yoder Yoder Wealth Management Inc. | 12,700 | $245,110 | $247,967.5 | $2,857.5 | 1.17% |
Jenna Laws Evexia Wealth LLC | 492,437 | $9.63M | $9.62M | -$7,637.79 | -0.08% |
Courtney Holt Compound Planning, Inc. | 29,710 | $579,256.08 | $580,087.75 | $831.67 | 0.14% |
John Shanley Aspect Partners, LLC | 1,042 | $20,111 | $20,345.05 | $234.05 | 1.16% |
Berkeley Harrison Sterling Financial Group, Inc. | 17,521 | $342,707 | $342,097.52 | -$609.48 | -0.18% |