| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Edward Mahaffy III Clientfirst Wealth Management LLC | 4,437 | $334,118.49 | $339,674.53 | $5,556.04 | 1.66% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 3,635 | $285,069.8 | $278,368.3 | -$6,701.5 | -2.35% |
David T. Morgan High Net Worth Advisory Group LLC | 2,884 | $218,984.52 | $220,943.24 | $1,958.72 | 0.89% |
| HKI Hutchens & Kramer Investment Management Group LLC Hutchens & Kramer Investment Management Group LLC | 3,825 | $299,779.46 | $293,109.75 | -$6,669.71 | -2.22% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 15 | $1,174.2 | $1,148.4 | -$25.8 | -2.2% |
Randy T. Siegel Aletheian Wealth Advisors LLC | 43,849 | $3.44M | $3.36M | -$79,220.22 | -2.31% |
Mark Astrinos Libra Wealth LLC | 3,850 | $302,744.76 | $294,762.93 | -$7,981.83 | -2.64% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 5,722 | $442,967.36 | $437,904.66 | -$5,062.7 | -1.14% |
Candice Gilman Sofi Wealth LLC | 130 | $10,066.22 | $9,950.85 | -$115.37 | -1.15% |
Khanthaly Dacanay Chi Co. Wealth RIA | 8,322 | $642,770.37 | $637,007.49 | -$5,762.88 | -0.9% |
Michael Topley Lansing Street Advisors | 4,553 | $356,284.23 | $348,941.92 | -$7,342.31 | -2.06% |
Christopher Warner WARNER FINANCIAL Inc. | 3,649 | $287,577.29 | $279,714.09 | -$7,863.2 | -2.73% |
| MSN Melissa S. Nehrt Powers Advisory Group LLC | 9,329 | $753,310.51 | $714,974.56 | -$38,335.95 | -5.09% |
Amanda Hawley Atria Wealth Solutions Inc. | 301,024 | $23.18M | $23.05M | -$124,337.86 | -0.54% |
Lincoln Bach Delap Wealth Advisory LLC | 30,449 | $2.34M | $2.33M | -$7,616.34 | -0.33% |
Craig Johnsen Fortitude Advisory Group LLC | 6,450 | $497,814.34 | $493,812 | -$4,002.34 | -0.8% |
Nolan Baker Retirement Guys Formula LLC | 3,662 | $286,637.95 | $280,710.61 | -$5,927.34 | -2.07% |
John DeMarco Trajan Wealth LLC | 728,258 | $56.82M | $55.82M | -$1M | -1.76% |
Brad Saenz Coastwise Capital Group LLC | 3,681 | $289,949.84 | $282,111.84 | -$7,838 | -2.7% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,530 | $117,488.7 | $117,167.4 | -$321.3 | -0.27% |