| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Scott Highmark Mosaic Family Wealth Partners LLC | 13,307 | $278,514 | $275,654.5 | -$2,859.5 | -1.03% |
| MH Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 12,372 | $258,945 | $256,285.98 | -$2,659.02 | -1.03% |
| HRL Hannah Rae Leone Foundation Wealth Management LLC | 17,684 | $373,389.35 | $366,324.06 | -$7,065.29 | -1.89% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 11,544 | $242,885.76 | $239,133.96 | -$3,751.8 | -1.54% |
| MY Michael Yoder Yoder Wealth Management Inc. | 39,515 | $827,111.19 | $818,948.37 | -$8,162.82 | -0.99% |
Jenna Laws Evexia Wealth LLC | 34,080 | $721,490.83 | $706,308 | -$15,182.83 | -2.1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 54,319 | $1.12M | $1.12M | $366.84 | 0.03% |
Michael Ryan Michael S. Ryan, Inc. | 126,006 | $2.63M | $2.61M | -$21,682.54 | -0.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 19,587 | $414,876.28 | $405,842.64 | -$9,033.64 | -2.18% |
| AK Alisha Kamadia United Community Bank | 1,835 | $38,407 | $38,012.02 | -$394.98 | -1.03% |
Mark Weber DecisionMap Wealth Management, LLC | 30,401 | $631,019.23 | $629,756.71 | -$1,262.52 | -0.2% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 170,410 | $3.55M | $3.53M | -$17,731.28 | -0.5% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 115,789 | $2.4M | $2.4M | -$5,559.59 | -0.23% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 25,438 | $526,382.97 | $527,329.74 | $946.77 | 0.18% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,376 | $28,800 | $28,517.6 | -$282.4 | -0.98% |
CLINE REASOR Gratus Wealth Advisors, LLC | 12,693 | $264,245.47 | $263,062.42 | -$1,183.05 | -0.45% |
Robert Phillips Greater Midwest Financial Group, LLC | 20,615 | $428,300.3 | $426,112.05 | -$2,188.25 | -0.51% |
Chad Warrick Summit Wealth Partners, LLC | 26,517 | $540,593.97 | $549,432.24 | $8,838.27 | 1.63% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 16,144 | $341,101.24 | $334,584.4 | -$6,516.84 | -1.91% |
Aldis Birkans Bank of Jackson Hole Trust | 272 | $5,658 | $5,638.56 | -$19.44 | -0.34% |