| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dana Anspach Sensible Money LLC | 44,526 | $897,025.97 | $904,768.32 | $7,742.35 | 0.86% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 25,664 | $518,520.88 | $521,492.48 | $2,971.6 | 0.57% |
Robert Hackenberg Northeast Financial Group Inc. | 13,170 | $268,970 | $267,614.4 | -$1,355.6 | -0.5% |
Jeffrey Steele Silverlake Wealth Management LLC | 150,065 | $3.05M | $3.05M | $5,932.58 | 0.19% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 14,588 | $296,865.82 | $296,938.74 | $72.92 | 0.02% |
Jennifer Henry Continuum Wealth Advisors LLC | 78,299 | $1.61M | $1.59M | -$17,008.9 | -1.06% |
Michael Yoder Yoder Wealth Management Inc. | 13,450 | $272,766 | $273,304 | $538 | 0.2% |
Jenna Laws Evexia Wealth LLC | 92,601 | $1.89M | $1.89M | -$1,627.37 | -0.09% |
Courtney Holt Compound Planning, Inc. | 14,940 | $303,755.42 | $303,580.8 | -$174.62 | -0.06% |
John Shanley Aspect Partners, LLC | 975 | $19,773 | $19,812 | $39 | 0.2% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 76,234 | $1.56M | $1.55M | -$6,640.22 | -0.43% |
Berkeley Harrison Sterling Financial Group, Inc. | 977,025 | $19.74M | $19.85M | $113,693.83 | 0.58% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,531 | $339,712.84 | $335,909.92 | -$3,802.92 | -1.12% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 433 | $8,782 | $8,798.56 | $16.56 | 0.19% |
Matthew J. Syverson Sound Stewardship, LLC | 437,452 | $8.91M | $8.89M | -$22,900.08 | -0.26% |
William Ertel Tassel Capital Management, Inc. | 21,175 | $428,230.29 | $431,228.87 | $2,998.58 | 0.7% |
| AK Alisha Kamadia United Community Bank | 5,500 | $112,327 | $112,062.5 | -$264.5 | -0.24% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 281,720 | $5.75M | $5.72M | -$21,921.9 | -0.38% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,101 | $228,484.83 | $225,572.32 | -$2,912.51 | -1.27% |
James Rankin Modern Wealth Management, LLC | 36,585 | $745,054 | $745,968.15 | $914.15 | 0.12% |