| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kathryn Brown Morton Brown Family Wealth LLC | 285 | $5,526.15 | $5,288.17 | -$237.98 | -4.31% |
Gery Sadzewicz Forum Private Client Group LLC | 29,889 | $534,094.45 | $553,992.61 | $19,898.16 | 3.73% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 278,397 | $5.23M | $5.17M | -$61,082.97 | -1.17% |
Molly Crider Walker Asset Management LLC | 75,716 | $1.34M | $1.41M | $62,855.83 | 4.68% |
Amanda Hawley Atria Wealth Solutions Inc. | 20,405 | $383,465.75 | $377,900.6 | -$5,565.15 | -1.45% |
Vito Collacuro Sutton Place Investors LLC | 70,179 | $1.22M | $1.3M | $81,603.33 | 6.68% |
Lori Fernicola Castle Wealth Management LLC | 12,200 | $228,418.63 | $226,615 | -$1,803.63 | -0.79% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 53,177 | $1.03M | $986,699.23 | -$41,078.29 | -4% |
Bert D. Barre Colonial Trust Co. / SC | 1,900 | $36,801 | $35,216.5 | -$1,584.5 | -4.31% |
Jeffrey Rosenthal Viawealth LLC | 33,152 | $630,273.91 | $615,798.4 | -$14,475.51 | -2.3% |
Paul B. Ordonio Park Place Capital Corp. | 299 | $5,681 | $5,541.96 | -$139.04 | -2.45% |
Jill Batley Gateway Wealth Partners LLC | 18,499 | $351,478.99 | $342,878.96 | -$8,600.03 | -2.45% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 16,691 | $321,969.39 | $309,701.5 | -$12,267.89 | -3.81% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 31,829 | $596,292.39 | $589,791.37 | -$6,501.02 | -1.09% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,825 | $126,272.76 | $126,330.75 | $57.99 | 0.05% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 20,936 | $395,559.73 | $387,944.08 | -$7,615.65 | -1.93% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 35,599 | $690,181.32 | $660,539.44 | -$29,641.88 | -4.29% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 42,959 | $771,729.34 | $797,963.42 | $26,234.08 | 3.4% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 103,531 | $2.01M | $1.92M | -$88,684.29 | -4.42% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 16,393 | $316,215 | $303,844.25 | -$12,370.75 | -3.91% |