| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Marc H. Stone Tyler-Stone Wealth Management | 29,000 | $591,886 | $591,165 | -$721 | -0.12% |
| KB Kimberly Byrne Bill Few Associates Inc. | 15,339 | $311,057.8 | $312,685.51 | $1,627.71 | 0.52% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 27,262 | $577,596.56 | $555,190.63 | -$22,405.93 | -3.88% |
| SBL Semitam Bonam LLC Semitam Bonam LLC | 90,334 | $1.85M | $1.84M | -$10,124.01 | -0.55% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,833 | $417,226.56 | $424,680.7 | $7,454.14 | 1.79% |
| LV Leah Vaden Redwood Financial Network Corp. | 87,336 | $1.8M | $1.78M | -$16,226.47 | -0.9% |
| MS Michael Stulic Astoria Portfolio Advisors LLC | 50,647 | $1.04M | $1.03M | -$3,722.78 | -0.36% |
David Hunter Horizons Wealth Management | 202,139 | $4.03M | $4.12M | $91,129.98 | 2.26% |
Bert D. Barre Colonial Trust Co. / SC | 243,199 | $4.94M | $4.96M | $18,083.23 | 0.37% |
| RSL Richard S. Levenson Western Financial Corp./CA | 45,976 | $908,868.24 | $937,220.76 | $28,352.52 | 3.12% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 43,830 | $878,580.53 | $893,474.55 | $14,894.02 | 1.7% |
| MLG Mary L. Gibbons RIA Advisory Group LLC | 9,831 | $200,779 | $200,404.93 | -$374.07 | -0.19% |
David Bach River Street Advisors LLC | 174,067 | $3.56M | $3.55M | -$8,619.69 | -0.24% |
Dana Anspach Sensible Money LLC | 42,219 | $850,043.71 | $860,634.31 | $10,590.6 | 1.25% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 25,664 | $518,520.88 | $523,160.64 | $4,639.76 | 0.89% |
| RH Robert Hackenberg Northeast Financial Group Inc. | 13,170 | $268,970 | $268,470.45 | -$499.55 | -0.19% |
Jeffrey Steele Silverlake Wealth Management LLC | 137,236 | $2.79M | $2.8M | $10,162.46 | 0.36% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 14,587 | $296,845.45 | $297,355.99 | $510.54 | 0.17% |
Jennifer Henry Continuum Wealth Advisors LLC | 73,299 | $1.51M | $1.49M | -$12,019.48 | -0.8% |
| MY Michael Yoder Yoder Wealth Management Inc. | 13,450 | $272,766 | $274,178.25 | $1,412.25 | 0.52% |