| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 56,304 | $1.3M | $1.29M | -$12,121.59 | -0.93% |
Jenna Laws Evexia Wealth LLC | 175,895 | $4.06M | $4.03M | -$24,401.99 | -0.6% |
Courtney Holt Compound Planning, Inc. | 12,189 | $285,284.04 | $278,884.32 | -$6,399.72 | -2.24% |
John Shanley Aspect Partners, LLC | 273 | $6,314 | $6,246.24 | -$67.76 | -1.07% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,089 | $375,628.92 | $368,035.87 | -$7,593.05 | -2.02% |
Matthew J. Syverson Sound Stewardship, LLC | 58,865 | $1.34M | $1.35M | $11,307.46 | 0.85% |
William Ertel Tassel Capital Management, Inc. | 13,154 | $307,565.64 | $301,555.45 | -$6,010.19 | -1.95% |
Kevin Bresler TD Waterhouse Canada Inc. | 96,442 | $2.23M | $2.21M | -$26,024.07 | -1.17% |
| AK Alisha Kamadia United Community Bank | 1,300 | $30,127.5 | $29,796 | -$331.5 | -1.1% |
James Rankin Modern Wealth Management, LLC | 15,518 | $363,188.59 | $355,827.74 | -$7,360.85 | -2.03% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 19,173 | $445,481.86 | $438,678.24 | -$6,803.62 | -1.53% |
Christopher Griffith Stablepoint Partners, LLC | 45,652 | $1.07M | $1.04M | -$20,948.71 | -1.97% |
Tammy Trenta FF Advisors,LLC | 21,800 | $504,192.87 | $498,784 | -$5,408.87 | -1.07% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 86,302 | $2.01M | $1.97M | -$32,169.93 | -1.6% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 340,946 | $7.91M | $7.8M | -$105,797.41 | -1.34% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 33,866 | $786,571.29 | $776,208.72 | -$10,362.57 | -1.32% |
Vantage Point Financial LLC Vantage Point Financial LLC | 61,025 | $1.42M | $1.4M | -$20,996.12 | -1.48% |
Camaron Barta BXM Wealth LLC | 26,985 | $628,668.67 | $617,416.8 | -$11,251.87 | -1.79% |
| FFS Flavin Financial Services Inc. Flavin Financial Services Inc. | 21,714 | $508,216.38 | $497,684.88 | -$10,531.5 | -2.07% |
| AA Alvin Anton Summit Investment Advisors Inc. | 282,006 | $6.61M | $6.45M | -$160,408.37 | -2.43% |