| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 141,191 | $3.19M | $3.13M | -$52,096.11 | -1.64% |
David Bach River Street Advisors LLC | 167,642 | $3.75M | $3.73M | -$22,135.36 | -0.59% |
Jenna Laws Evexia Wealth LLC | 11,862 | $269,130.56 | $263,632.95 | -$5,497.61 | -2.04% |
Courtney Holt Compound Planning, Inc. | 104,647 | $2.35M | $2.33M | -$28,593.13 | -1.21% |
John Shanley Aspect Partners, LLC | 274 | $6,129 | $6,079.4 | -$49.6 | -0.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,073 | $46,791.61 | $46,010.23 | -$781.38 | -1.67% |
Matthew J. Syverson Sound Stewardship, LLC | 64,894 | $1.45M | $1.44M | -$6,515.48 | -0.45% |
William Ertel Tassel Capital Management, Inc. | 19,873 | $445,174.21 | $441,578.06 | -$3,596.15 | -0.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 68,060 | $1.52M | $1.51M | -$5,757.68 | -0.38% |
| AK Alisha Kamadia United Community Bank | 2,200 | $49,203 | $48,829 | -$374 | -0.76% |
James Rankin Modern Wealth Management, LLC | 307,642 | $6.97M | $6.84M | -$129,609.23 | -1.86% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 13,270 | $298,512.29 | $295,058.45 | -$3,453.84 | -1.16% |
Christopher Griffith Stablepoint Partners, LLC | 28,964 | $647,778.32 | $643,000.8 | -$4,777.52 | -0.74% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 53,353 | $1.2M | $1.19M | -$15,103.64 | -1.26% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 768,762 | $17.32M | $17.09M | -$224,342.59 | -1.3% |
| BCI Blue Capital Inc. Blue Capital, Inc. | 69,380 | $1.53M | $1.54M | $9,353.26 | 0.61% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 39,794 | $895,136.04 | $883,426.8 | -$11,709.24 | -1.31% |
Vantage Point Financial LLC Vantage Point Financial LLC | 43,675 | $978,343.3 | $970,895.25 | -$7,448.05 | -0.76% |
VestGen Advisors LLC VestGen Advisors LLC | 27,072 | $609,690.82 | $601,675.2 | -$8,015.62 | -1.31% |
Camaron Barta BXM Wealth LLC | 27,693 | $626,664.04 | $615,615.39 | -$11,048.65 | -1.76% |