| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 1,668 | $79,434.62 | $79,813.8 | $379.18 | 0.48% |
Lars Phillips RAM Investment Partners, LLC | 583,595 | $28.02M | $27.81M | -$212,484.62 | -0.76% |
Christopher C. Powers Farther Finance Advisors, LLC | 38,480 | $1.85M | $1.83M | -$15,958.15 | -0.86% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 88,249 | $4.25M | $4.21M | -$48,504.58 | -1.14% |
Stacey Cheek Wheelhouse Advisory Group LLC | 318,359 | $15.27M | $15.17M | -$98,372.28 | -0.64% |
William Ertel Tassel Capital Management, Inc. | 61,178 | $2.92M | $2.93M | $4,776.36 | 0.16% |
Courtney Haddad Concurrent Investment Advisors, LLC | 192,157 | $9.21M | $9.16M | -$53,797.95 | -0.58% |
Scott McMillan White Wing Wealth Management | 36,648 | $1.77M | $1.75M | -$21,572.21 | -1.22% |
Derek Ripp Austin Wealth Management, LLC | 364,914 | $17.54M | $17.39M | -$150,725.28 | -0.86% |
Amir Har-El Savvy Advisors, Inc. | 7,487 | $358,852 | $356,755.55 | -$2,096.45 | -0.58% |
One Degree Advisors Inc. One Degree Advisors Inc | 29,073 | $1.4M | $1.39M | -$17,943.4 | -1.28% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 14,619 | $708,666.14 | $696,595.35 | -$12,070.79 | -1.7% |
Setu Mazumdar Physician Wealth Solutions Inc. | 14,392 | $698,156.02 | $685,778.8 | -$12,377.22 | -1.77% |
Andy Bloom MB Generational Wealth, LLC | 75,937 | $3.65M | $3.62M | -$36,445.95 | -1% |
David Ragan Grunden Financial Advisory, Inc. | 12,580 | $609,148.11 | $599,437 | -$9,711.11 | -1.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 32,857 | $1.58M | $1.57M | -$3,593.03 | -0.23% |
Sharon Allen Sterling Wealth Management, Inc. | 27,665 | $1.33M | $1.32M | -$10,895.79 | -0.82% |
Michael Herman Apollon Financial, LLC | 5,715 | $274,160.01 | $272,319.75 | -$1,840.26 | -0.67% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 808,791 | $39.12M | $38.72M | -$396,055.07 | -1.01% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 36,355 | $1.76M | $1.74M | -$17,629.16 | -1% |