| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 28,766 | $657,480.34 | $658,597.57 | $1,117.23 | 0.17% |
Nicholas Brown Granite Harbor Advisors Inc. | 24,062 | $548,589.01 | $550,899.49 | $2,310.48 | 0.42% |
Dino Efthimiou Delta Wealth Advisors LLC | 583,557 | $13.34M | $13.36M | $24,104.54 | 0.18% |
Michael Yoder Yoder Wealth Management Inc. | 22,531 | $515,521.23 | $515,847.24 | $326.01 | 0.06% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 376,752 | $8.64M | $8.63M | -$12,513.86 | -0.14% |
Courtney Holt Compound Planning, Inc. | 107,006 | $2.45M | $2.45M | $2,140.37 | 0.09% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 11,432 | $261,710.37 | $261,735.64 | $25.27 | 0.01% |
Christopher C. Powers Farther Finance Advisors, LLC | 27,865 | $638,013.72 | $637,969.17 | -$44.55 | -0.01% |
Kevin Bresler TD Waterhouse Canada Inc. | 400 | $9,148 | $9,158 | $10 | 0.11% |
| AK Alisha Kamadia United Community Bank | 5,715 | $130,959.68 | $130,560.89 | -$398.79 | -0.3% |
Mark Weber DecisionMap Wealth Management, LLC | 9,593 | $219,933.97 | $219,631.73 | -$302.24 | -0.14% |
James Rankin Modern Wealth Management, LLC | 25,420 | $581,123.82 | $581,101.2 | -$22.62 | - |
Amir Har-El Savvy Advisors, Inc. | 34,770 | $793,981.69 | $796,059.15 | $2,077.46 | 0.26% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 36,835 | $841,861.84 | $843,337.32 | $1,475.48 | 0.18% |
Cody Gehman Stonebridge Financial Group, LLC | 18,084 | $413,803.1 | $414,033.18 | $230.08 | 0.06% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 9,328 | $214,070.5 | $213,564.56 | -$505.94 | -0.24% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,007 | $114,010.18 | $114,635.26 | $625.08 | 0.55% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 89,775 | $2.05M | $2.05M | -$4,013.19 | -0.2% |
Kyle Jones Pineridge Advisors LLC | 9,304 | $212,659.45 | $213,015.08 | $355.63 | 0.17% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 1,090 | $24,977 | $24,955.55 | -$21.45 | -0.09% |