| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Cheifetz Kades & Cheifetz LLC | 29,161 | $567,846.61 | $571,701.4 | $3,854.79 | 0.68% |
Michael Snyder Beaumont Financial Advisors LLC | 12,201 | $234,926.45 | $239,200.6 | $4,274.15 | 1.82% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 11,839 | $232,335.26 | $232,103.59 | -$231.67 | -0.1% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 19,940 | $391,821.43 | $390,923.7 | -$897.73 | -0.23% |
Joyce A. Kruzan Kaydan Wealth Management Inc. | 12,287 | $237,290.44 | $240,886.63 | $3,596.19 | 1.52% |
Jesse Ellington Dover Advisors LLC | 16,051 | $309,747.48 | $315,161.38 | $5,413.9 | 1.75% |
David Bach River Street Advisors LLC | 342,564 | $6.71M | $6.72M | $5,292.76 | 0.08% |
Dana Anspach Sensible Money LLC | 27,273 | $523,000.02 | $534,687.16 | $11,687.14 | 2.23% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 28,145 | $546,266.84 | $551,782.72 | $5,515.88 | 1.01% |
Jeffrey Steele Silverlake Wealth Management LLC | 167,499 | $3.31M | $3.28M | -$27,780.5 | -0.84% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 13,277 | $260,096.46 | $260,693.89 | $597.43 | 0.23% |
Jennifer Henry Continuum Wealth Advisors LLC | 81,398 | $1.61M | $1.6M | -$9,839.61 | -0.61% |
Jenna Laws Evexia Wealth LLC | 195,585 | $3.85M | $3.84M | -$11,047.49 | -0.29% |
John Shanley Aspect Partners, LLC | 1,028 | $20,000 | $20,153.94 | $153.94 | 0.77% |
Berkeley Harrison Sterling Financial Group, Inc. | 19,515 | $384,641 | $382,591.57 | -$2,049.43 | -0.53% |
Christopher C. Powers Farther Finance Advisors, LLC | 69,094 | $1.36M | $1.35M | -$9,332.13 | -0.68% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 555 | $10,798 | $10,880.77 | $82.77 | 0.77% |
Matthew J. Syverson Sound Stewardship, LLC | 445,738 | $8.65M | $8.74M | $92,304.83 | 1.07% |
William Ertel Tassel Capital Management, Inc. | 28,144 | $549,769.68 | $552,607.44 | $2,837.76 | 0.52% |
| AK Alisha Kamadia United Community Bank | 5,500 | $107,938 | $108,047.5 | $109.5 | 0.1% |