| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 26,844 | $514,585.31 | $527,484.6 | $12,899.29 | 2.51% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 28,145 | $546,266.84 | $552,908.52 | $6,641.68 | 1.22% |
Jeffrey Steele Silverlake Wealth Management LLC | 154,878 | $3.06M | $3.04M | -$21,459.53 | -0.7% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 13,276 | $260,076.84 | $260,807.02 | $730.18 | 0.28% |
Jennifer Henry Continuum Wealth Advisors LLC | 76,398 | $1.51M | $1.5M | -$6,733.68 | -0.45% |
Jenna Laws Evexia Wealth LLC | 237,742 | $4.67M | $4.67M | -$2,848.33 | -0.06% |
John Shanley Aspect Partners, LLC | 1,028 | $20,000 | $20,195.06 | $195.06 | 0.98% |
John Hayes LongView Wealth Management | 18,700 | $367,919 | $367,548.5 | -$370.5 | -0.1% |
Berkeley Harrison Sterling Financial Group, Inc. | 19,515 | $384,641 | $383,469.75 | -$1,171.25 | -0.3% |
Christopher C. Powers Farther Finance Advisors, LLC | 90,189 | $1.78M | $1.77M | -$7,671.86 | -0.43% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 555 | $10,798 | $10,902.97 | $104.97 | 0.97% |
Matthew J. Syverson Sound Stewardship, LLC | 445,738 | $8.65M | $8.76M | $110,000.63 | 1.27% |
William Ertel Tassel Capital Management, Inc. | 30,191 | $589,645.86 | $592,951.24 | $3,305.38 | 0.56% |
| AK Alisha Kamadia United Community Bank | 5,500 | $107,938 | $108,047.5 | $109.5 | 0.1% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 512,067 | $10.09M | $10.06M | -$34,076.64 | -0.34% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,549 | $227,761.15 | $226,880.1 | -$881.05 | -0.39% |
Amir Har-El Savvy Advisors, Inc. | 64,856 | $1.27M | $1.27M | -$272.24 | -0.02% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 11,358 | $219,497.4 | $223,127.91 | $3,630.51 | 1.65% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 102 | $2,010 | $2,004.3 | -$5.7 | -0.28% |
Craig Silberg EVERPAR ADVISORS LLC | 76,599 | $1.5M | $1.51M | $628.85 | 0.04% |