| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher Warner WARNER FINANCIAL Inc. | 4,918 | $233,846.28 | $229,424.7 | -$4,421.58 | -1.89% |
Amanda Hawley Atria Wealth Solutions Inc. | 9,084 | $431,308.32 | $423,768.6 | -$7,539.72 | -1.75% |
Benjamin Cauley Carr Financial Group Corp. | 7,398 | $351,434.19 | $345,190.68 | -$6,243.51 | -1.78% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 862 | $40,779.5 | $40,212.3 | -$567.2 | -1.39% |
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 7,806 | $371,308.44 | $364,149.9 | -$7,158.54 | -1.93% |
Janelle Anderson Grand Wealth Management LLC | 24,717 | $1.18M | $1.15M | -$27,558.68 | -2.34% |
Brook Hart Presilium Private Wealth LLC | 13,682 | $632,495.14 | $638,265.3 | $5,770.16 | 0.91% |
David Hunter Horizons Wealth Management | 1,737 | $84,300.54 | $81,031.05 | -$3,269.49 | -3.88% |
Rachel Faulk Cape Investment Advisory Inc. | 3,484 | $165,176 | $162,249.88 | -$2,926.12 | -1.77% |
Mariana Coli Dunhill Financial LLC | 4,930 | $234,328.66 | $230,378.9 | -$3,949.76 | -1.69% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 40 | $1,921.2 | $1,866 | -$55.2 | -2.87% |
Matthew Zienty Cardinal Point Capital Management ULC | 27,144 | $1.29M | $1.27M | -$21,709.75 | -1.69% |
Jill Grimes Centurion Wealth Management LLC | 6,584 | $313,225.75 | $307,143.6 | -$6,082.15 | -1.94% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 19,420 | $922,606.1 | $905,943 | -$16,663.1 | -1.81% |
Stephen Cheifetz Kades & Cheifetz LLC | 4,812 | $223,469 | $224,479.8 | $1,010.8 | 0.45% |
Erik Brenner Hilltop Partners LLC | 13,175 | $624,796.47 | $613,559.75 | -$11,236.72 | -1.8% |
| TT Thaddeus Toal RCS Financial Planning LLC | 22,013 | $1.05M | $1.03M | -$27,477.27 | -2.61% |
| EFM Eley Financial Management Inc. Eley Financial Management Inc. | 58,381 | $2.78M | $2.72M | -$63,287.81 | -2.28% |
Jill Batley Gateway Wealth Partners LLC | 34,171 | $1.63M | $1.59M | -$33,240.71 | -2.04% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 7,972 | $381,390.24 | $371,096.6 | -$10,293.64 | -2.7% |