| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| EM Erin Mccann Simplicity Wealth LLC | 5,070 | $276,695.25 | $272,235.17 | -$4,460.08 | -1.61% |
Sean Murray Quantum Financial Advisors LLC | 392,244 | $21.22M | $20.89M | -$336,237.98 | -1.58% |
Edward Lowndes Angeles Wealth Management LLC | 6,588 | $359,540.1 | $350,830.76 | -$8,709.34 | -2.42% |
Janelle Anderson Grand Wealth Management LLC | 196,912 | $10.61M | $10.51M | -$94,909.67 | -0.89% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 1.05M | $56.59M | $56.09M | -$494,963.62 | -0.87% |
Mark Mowrey Signature Resources Capital Management LLC | 174,708 | $9.51M | $9.3M | -$207,128.52 | -2.18% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,801 | $96,609.26 | $96,271.55 | -$337.71 | -0.35% |
Rebecca Sierp WPWealth LLP | 1.08M | $58.67M | $57.75M | -$914,124.12 | -1.56% |
Mark Meredith Meredith Wealth Planning | 228,393 | $12.36M | $12.16M | -$195,054.24 | -1.58% |
Kellie Borror Daner Wealth Management LLC | 12,131 | $650,463.08 | $648,341.29 | -$2,121.79 | -0.33% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 126,786 | $6.92M | $6.75M | -$172,240.91 | -2.49% |
| WRP Werba Rubin Papier Wealth Management Werba Rubin Papier Wealth Management | 5,900 | $325,615.48 | $314,192.7 | -$11,422.78 | -3.51% |
Ann Reilley Alpha Financial Advisors LLC | 20,721 | $1.13M | $1.11M | -$17,457.04 | -1.55% |
Matthew T. Miler MilWealth Group LLC | 512,349 | $27.36M | $27.28M | -$78,791.43 | -0.29% |
Alexandra Stickelman Root Financial Partners, LLC | 75,160 | $4.09M | $4M | -$90,997.41 | -2.22% |
Nemes Rush Group LLC Nemes Rush Group LLC | 163 | $8,710.3 | $8,711.53 | $1.23 | 0.01% |
John Shanley Aspect Partners, LLC | 33 | $1,743 | $1,757.35 | $14.35 | 0.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 106,007 | $5.73M | $5.65M | -$86,865.15 | -1.52% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 502,670 | $27.01M | $26.77M | -$237,744.27 | -0.88% |
Amir Har-El Savvy Advisors, Inc. | 7,099 | $378,709.29 | $378,043.05 | -$666.24 | -0.18% |