| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LV Leah Vaden Redwood Financial Network Corp. | 26,263 | $431,443.29 | $428,218.21 | -$3,225.08 | -0.75% |
David Hunter Horizons Wealth Management | 216,913 | $3.57M | $3.52M | -$56,087.36 | -1.57% |
Bert D. Barre Colonial Trust Co. / SC | 126,375 | $2.08M | $2.05M | -$25,765.34 | -1.24% |
Stephen Cheifetz Kades & Cheifetz LLC | 12,272 | $195,857.39 | $198,990.48 | $3,133.09 | 1.6% |
Jeffrey Steele Silverlake Wealth Management LLC | 20,634 | $342,453.75 | $334,580.31 | -$7,873.44 | -2.3% |
Jill Batley Gateway Wealth Partners LLC | 11,142 | $183,398 | $180,667.53 | -$2,730.47 | -1.49% |
Jennifer Henry Continuum Wealth Advisors LLC | 66,304 | $1.1M | $1.08M | -$29,050.39 | -2.63% |
Michael Yoder Yoder Wealth Management Inc. | 10,700 | $175,623.03 | $173,500.5 | -$2,122.53 | -1.21% |
Courtney Holt Compound Planning, Inc. | 12,689 | $208,796.96 | $205,752.13 | -$3,044.83 | -1.46% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 15,366 | $247,700 | $249,159.69 | $1,459.69 | 0.59% |
Berkeley Harrison Sterling Financial Group, Inc. | 26,072 | $418,440.2 | $422,757.48 | $4,317.28 | 1.03% |
Elliot Kallen Prosperity Wealth Management, Inc. | 20,775 | $346,677.18 | $336,866.62 | -$9,810.56 | -2.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 72,423 | $1.19M | $1.17M | -$18,166.4 | -1.52% |
James Rankin Modern Wealth Management, LLC | 549,842 | $9.09M | $8.96M | -$127,488.97 | -1.4% |
Craig Silberg EVERPAR ADVISORS LLC | 90,601 | $1.49M | $1.47M | -$25,829.06 | -1.73% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 663,366 | $11.04M | $10.76M | -$283,678.63 | -2.57% |
David McNeely Darden Wealth Group Inc | 12,000 | $198,360 | $194,580 | -$3,780 | -1.91% |
Alana Parm MORTON COMMUNITY BANK | 268,400 | $4.47M | $4.37M | -$92,230.52 | -2.07% |
D. Garet Strange Hobbs Group Advisors, LLC | 34,399 | $572,212.08 | $560,187.71 | -$12,024.37 | -2.1% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 215,472 | $3.51M | $3.49M | -$18,322 | -0.52% |