| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Richard S. Levenson Western Financial Corp./CA | 48,085 | $951,783.37 | $972,519.12 | $20,735.75 | 2.18% |
Stephen Cheifetz Kades & Cheifetz LLC | 43,830 | $878,580.53 | $886,023.45 | $7,442.92 | 0.85% |
David Bach River Street Advisors LLC | 188,365 | $3.85M | $3.81M | -$38,472.19 | -1% |
Dana Anspach Sensible Money LLC | 44,526 | $897,025.97 | $900,093.09 | $3,067.12 | 0.34% |
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 25,664 | $518,520.88 | $519,054.4 | $533.52 | 0.1% |
Robert Hackenberg Northeast Financial Group Inc. | 13,170 | $268,970 | $266,099.85 | -$2,870.15 | -1.07% |
Jeffrey Steele Silverlake Wealth Management LLC | 150,065 | $3.05M | $3.03M | -$15,856.86 | -0.52% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 14,588 | $296,865.82 | $294,750.54 | -$2,115.28 | -0.71% |
Jennifer Henry Continuum Wealth Advisors LLC | 78,299 | $1.61M | $1.58M | -$25,621.79 | -1.59% |
Michael Yoder Yoder Wealth Management Inc. | 13,450 | $272,766 | $272,026.25 | -$739.75 | -0.27% |
Jenna Laws Evexia Wealth LLC | 92,601 | $1.89M | $1.87M | -$16,443.53 | -0.87% |
John Shanley Aspect Partners, LLC | 975 | $19,773 | $19,699.87 | -$73.13 | -0.37% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 76,234 | $1.56M | $1.54M | -$13,882.45 | -0.89% |
Berkeley Harrison Sterling Financial Group, Inc. | 977,025 | $19.74M | $19.74M | $1,335.95 | 0.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 855 | $17,525.81 | $17,271 | -$254.81 | -1.45% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 433 | $8,782 | $8,750.93 | -$31.07 | -0.35% |
Matthew J. Syverson Sound Stewardship, LLC | 456,634 | $9.3M | $9.23M | -$64,777.53 | -0.7% |
William Ertel Tassel Capital Management, Inc. | 21,175 | $428,230.29 | $427,868.4 | -$361.89 | -0.08% |
| AK Alisha Kamadia United Community Bank | 5,500 | $112,327 | $111,127.5 | -$1,199.5 | -1.07% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 281,720 | $5.75M | $5.7M | -$48,685.3 | -0.85% |