| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 11,027 | $252,022.09 | $252,022.08 | -$0.01 | - |
David Hunter Horizons Wealth Management | 44,441 | $1.01M | $1.02M | $5,060.72 | 0.5% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 60,164 | $1.38M | $1.38M | -$4,512.3 | -0.33% |
Sheryl Stephens Stephens Consulting LLC | 397,664 | $9.06M | $9.09M | $31,384.61 | 0.35% |
Stephen Smith Kestra Investment Management LLC | 16,113 | $369,585.37 | $368,343.18 | -$1,242.19 | -0.34% |
David Bach River Street Advisors LLC | 16,000 | $366,640 | $365,760 | -$880 | -0.24% |
John Canning Mi LLCreek Capital Advisors LLC | 89,775 | $2.05M | $2.05M | -$419.58 | -0.02% |
Philip Rc Dudley Dudley Capital Management LLC | 14,350 | $328,540.01 | $328,041 | -$499.01 | -0.15% |
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 28,766 | $657,480.34 | $657,303.1 | -$177.24 | -0.03% |
Nicholas Brown Granite Harbor Advisors Inc. | 24,062 | $548,589.01 | $550,095.82 | $1,506.81 | 0.27% |
Dino Efthimiou Delta Wealth Advisors LLC | 128,690 | $2.95M | $2.94M | -$8,146.92 | -0.28% |
Michael Yoder Yoder Wealth Management Inc. | 21,246 | $486,152.54 | $485,685.68 | -$466.86 | -0.1% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 386,220 | $8.85M | $8.83M | -$23,031.54 | -0.26% |
Courtney Holt Compound Planning, Inc. | 84,816 | $1.94M | $1.94M | -$1,696.12 | -0.09% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,213 | $256,705 | $256,217.05 | -$487.95 | -0.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 25,808 | $590,805.6 | $589,712.8 | -$1,092.8 | -0.18% |
Kevin Bresler TD Waterhouse Canada Inc. | 400 | $9,148 | $9,140 | -$8 | -0.09% |
| AK Alisha Kamadia United Community Bank | 5,715 | $130,959.68 | $130,644.9 | -$314.78 | -0.24% |
Mark Weber DecisionMap Wealth Management, LLC | 9,593 | $219,933.97 | $219,295.98 | -$637.99 | -0.29% |
James Rankin Modern Wealth Management, LLC | 25,420 | $581,123.82 | $580,885.13 | -$238.69 | -0.04% |