| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 16,294 | $673,749.74 | $659,825.53 | -$13,924.21 | -2.07% |
Amir Har-El Savvy Advisors, Inc. | 7,173 | $299,258 | $290,470.63 | -$8,787.37 | -2.94% |
Setu Mazumdar Physician Wealth Solutions Inc. | 462,726 | $19.14M | $18.74M | -$398,462.13 | -2.08% |
Andy Bloom MB Generational Wealth, LLC | 65,950 | $2.74M | $2.67M | -$72,975.93 | -2.66% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 563 | $23,155.63 | $22,821.2 | -$334.43 | -1.44% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 2,402 | $99,312.08 | $97,449.14 | -$1,862.94 | -1.88% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 69,050 | $2.88M | $2.8M | -$82,365.2 | -2.86% |
| NBY Nicholas B. Yeomans Yeomans Consulting Group, Inc. | 59,722 | $2.48M | $2.42M | -$63,306.61 | -2.55% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 343 | $14,310 | $13,889.78 | -$420.22 | -2.94% |
| VC Vernon Cushenbery Two West Capital Advisors LLC | 8,846 | $365,894.28 | $358,218.77 | -$7,675.51 | -2.1% |
Henry Pizzutello HFG Wealth Management, LLC | 7,042 | $290,108.98 | $285,447.47 | -$4,661.51 | -1.61% |
Kara Lilian Lynx Investment Advisory | 13,045 | $536,075.34 | $528,257.27 | -$7,818.07 | -1.46% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 39,739 | $1.63M | $1.61M | -$20,599.89 | -1.26% |
FMB Wealth Management FMB Wealth Management | 35,756 | $1.48M | $1.45M | -$30,699.39 | -2.08% |
David Wealth Management LLC David Wealth Management LLC | 152,228 | $6.18M | $6.16M | -$11,520.3 | -0.19% |
Yardley Wealth Management LLC Yardley Wealth Management LLC | 315,060 | $13.19M | $12.76M | -$429,782.15 | -3.26% |
Lyn Dippel Curio Wealth LLC | 14,406 | $602,314.78 | $585,027.66 | -$17,287.12 | -2.87% |
| JS Jeffrey Socha Entrewealth LLC | 92,575 | $3.89M | $3.76M | -$129,678.96 | -3.34% |
| CAJ Carl Amos Johnson Grove Street Fiduciary LLC | 92,861 | $3.77M | $3.76M | -$5,426.22 | -0.14% |
| TGL Tommy Glynn Lewis First Financial Group Corp | 5,808 | $236,150.54 | $235,194.96 | -$955.58 | -0.4% |