| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Silver INSTRUMENTAL WEALTH, LLC | 108,765 | $2.34M | $2.35M | $6,510.75 | 0.28% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 74,620 | $1.61M | $1.61M | $2,629.22 | 0.16% |
Nancy Smetek Arcataur Capital Management LLC | 135,168 | $2.94M | $2.92M | -$21,237.9 | -0.72% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 15,043 | $332,633.08 | $325,079.23 | -$7,553.85 | -2.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 49,758 | $1.1M | $1.08M | -$23,653.99 | -2.15% |
Kevin Bresler TD Waterhouse Canada Inc. | 14,419 | $314,982.58 | $311,594.59 | -$3,387.99 | -1.08% |
| AK Alisha Kamadia United Community Bank | 2,220 | $48,596 | $47,996.4 | -$599.6 | -1.23% |
Mark Weber DecisionMap Wealth Management, LLC | 32,138 | $697,911.1 | $694,502.18 | -$3,408.92 | -0.49% |
James Rankin Modern Wealth Management, LLC | 112,734 | $2.46M | $2.44M | -$19,162.58 | -0.78% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 42,540 | $937,761.68 | $919,289.4 | -$18,472.28 | -1.97% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 15,227 | $331,922.71 | $329,055.47 | -$2,867.24 | -0.86% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 194,222 | $4.22M | $4.2M | -$25,993.95 | -0.62% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 153,239 | $3.34M | $3.31M | -$25,106.83 | -0.75% |
Christian J. Cyr Cyr Financial Inc. | 14,578 | $321,647.76 | $315,030.58 | -$6,617.18 | -2.06% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 24,214 | $522,858.03 | $523,264.54 | $406.51 | 0.08% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 369,661 | $8.18M | $7.99M | -$190,919.78 | -2.33% |
Mark Weiskind Fairway Wealth LLC | 1,370 | $29,866 | $29,605.7 | -$260.3 | -0.87% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,945 | $195,729.2 | $193,301.45 | -$2,427.75 | -1.24% |
Janice M. Powell Diversify Advisory Services, LLC | 12,409 | $268,027 | $268,406.67 | $379.67 | 0.14% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1.64M | $36.19M | $35.47M | -$722,771.51 | -2% |