| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DFG Delta Financial Group Inc. Delta Financial Group Inc. | 20,014 | $370,859.42 | $366,580.43 | -$4,278.99 | -1.15% |
Jeffrey Steele Silverlake Wealth Management LLC | 145,660 | $2.72M | $2.67M | -$53,401.44 | -1.96% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 18,549 | $343,871.57 | $339,539.44 | -$4,332.13 | -1.26% |
Jennifer Henry Continuum Wealth Advisors LLC | 78,132 | $1.47M | $1.43M | -$36,934.24 | -2.52% |
Jenna Laws Evexia Wealth LLC | 73,173 | $1.36M | $1.34M | -$22,242.41 | -1.63% |
John Shanley Aspect Partners, LLC | 1,056 | $19,584 | $19,330.08 | -$253.92 | -1.3% |
Berkeley Harrison Sterling Financial Group, Inc. | 20,471 | $385,060 | $374,746.22 | -$10,313.78 | -2.68% |
Christopher C. Powers Farther Finance Advisors, LLC | 1,036 | $19,243.71 | $18,932.9 | -$310.81 | -1.62% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 343 | $6,356 | $6,278.61 | -$77.39 | -1.22% |
Matthew J. Syverson Sound Stewardship, LLC | 494,584 | $9.23M | $9.06M | -$164,624.52 | -1.78% |
William Ertel Tassel Capital Management, Inc. | 16,287 | $299,560.19 | $297,970.66 | -$1,589.53 | -0.53% |
| AK Alisha Kamadia United Community Bank | 5,500 | $102,632 | $100,677.5 | -$1,954.5 | -1.9% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 41,159 | $772,959.12 | $754,238.67 | -$18,720.45 | -2.42% |
Courtney Haddad Concurrent Investment Advisors, LLC | 42,212 | $787,036.54 | $772,690.66 | -$14,345.88 | -1.82% |
James Rankin Modern Wealth Management, LLC | 14,173 | $263,256 | $259,436.76 | -$3,819.24 | -1.45% |
Amir Har-El Savvy Advisors, Inc. | 160,566 | $2.98M | $2.94M | -$43,627.59 | -1.46% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 11,780 | $221,876 | $215,632.9 | -$6,243.1 | -2.81% |
Cody Gehman Stonebridge Financial Group, LLC | 10,918 | $202,802 | $199,963.17 | -$2,838.83 | -1.4% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 94 | $1,768 | $1,719.73 | -$48.27 | -2.73% |
Craig Silberg EVERPAR ADVISORS LLC | 80,914 | $1.52M | $1.48M | -$34,035.47 | -2.25% |