| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Stephen Smith Kestra Investment Management LLC | 4,631 | $219,277.85 | $214,785.78 | -$4,492.07 | -2.05% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 8,381 | $391,979.37 | $389,716.5 | -$2,262.87 | -0.58% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 28,334 | $1.33M | $1.31M | -$11,050.26 | -0.83% |
Bill Scoggins First Citizens Asset Management Inc. | 14,447 | $672,271.21 | $670,051.86 | -$2,219.35 | -0.33% |
Bepin Serraj Richard W. Paul & Associates LLC | 16 | $748 | $742.72 | -$5.28 | -0.71% |
Jeffrey Hanson Breakwater Capital Group | 9,671 | $457,200.77 | $448,540.98 | -$8,659.79 | -1.89% |
| TAL TFB Advisors LLC TFB Advisors LLC | 47,699 | $2.25M | $2.21M | -$42,503.7 | -1.89% |
Brendan G. Moody Watershed Private Wealth LLC | 13,976 | $659,140.54 | $648,206.88 | -$10,933.66 | -1.66% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 117,216 | $5.5M | $5.44M | -$67,691.61 | -1.23% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 140 | $6,542.57 | $6,510 | -$32.57 | -0.5% |
Courtney Holt Compound Planning, Inc. | 16,939 | $808,452.33 | $785,630.82 | -$22,821.51 | -2.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,444 | $912,023.98 | $901,812.72 | -$10,211.26 | -1.12% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 126,690 | $5.91M | $5.88M | -$32,188.54 | -0.54% |
James Rankin Modern Wealth Management, LLC | 9,620 | $449,929 | $447,330 | -$2,599 | -0.58% |
Amir Har-El Savvy Advisors, Inc. | 373,840 | $17.59M | $17.34M | -$251,402.67 | -1.43% |
Dane Grouell Turning Point Benefit Group, Inc. | 16,765 | $780,243 | $777,560.7 | -$2,682.3 | -0.34% |
Joshua Stipcich Tidemark, LLC | 19,036 | $903,851.57 | $883,651.12 | -$20,200.45 | -2.23% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 9,886 | $465,608.85 | $459,699 | -$5,909.85 | -1.27% |
Michael Herman Apollon Financial, LLC | 42,047 | $1.98M | $1.95M | -$25,640.63 | -1.3% |
James A. Slabaugh SEAMOUNT FINANCIAL GROUP INC | 31,335 | $1.47M | $1.45M | -$15,889.08 | -1.08% |