| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dino Efthimiou Delta Wealth Advisors LLC | 376,171 | $8.45M | $8.41M | -$38,118.96 | -0.45% |
Michael Yoder Yoder Wealth Management Inc. | 14,600 | $328,792 | $326,529 | -$2,263 | -0.69% |
Jenna Laws Evexia Wealth LLC | 83,507 | $1.86M | $1.87M | $3,524.25 | 0.19% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 732,064 | $16.42M | $16.37M | -$47,790.84 | -0.29% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 9,875 | $221,290.02 | $220,854.37 | -$435.65 | -0.2% |
Annmarie Young KPP Advisory Services LLC | 14,240 | $320,594.78 | $318,477.6 | -$2,117.18 | -0.66% |
Christopher C. Powers Farther Finance Advisors, LLC | 36,559 | $818,878.09 | $817,642.03 | -$1,236.06 | -0.15% |
Mark Weber DecisionMap Wealth Management, LLC | 16,111 | $361,814.35 | $360,322.51 | -$1,491.84 | -0.41% |
James Rankin Modern Wealth Management, LLC | 25,569 | $573,423.88 | $571,850.68 | -$1,573.2 | -0.27% |
Amir Har-El Savvy Advisors, Inc. | 30,729 | $686,044.75 | $687,254.08 | $1,209.33 | 0.18% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 75,426 | $1.68M | $1.69M | $3,171.88 | 0.19% |
Cody Gehman Stonebridge Financial Group, LLC | 23,457 | $521,947.15 | $524,615.8 | $2,668.65 | 0.51% |
Rob Dainard Hara Capital LLC | 4,215 | $94,372.58 | $94,163.1 | -$209.48 | -0.22% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,137 | $114,329.45 | $114,889 | $559.55 | 0.49% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 363,748 | $8.16M | $8.13M | -$35,134.29 | -0.43% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 45,757 | $1.02M | $1.02M | -$1,143.84 | -0.11% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 2.94M | $66.01M | $65.75M | -$264,876.6 | -0.4% |
D. Garet Strange Hobbs Group Advisors, LLC | 134,164 | $3M | $3M | -$3,354.42 | -0.11% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 149,193 | $3.35M | $3.34M | -$15,357.7 | -0.46% |
Alan Hartley Black Cypress Capital Management, LLC | 6,500 | $146,027 | $145,210 | -$817 | -0.56% |