| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Helen Semus Semus Wealth Partners LLC | 2,792 | $746,300.83 | $766,362.09 | $20,061.26 | 2.69% |
Curtis Packer B.O.S.S. Retirement Advisors LLC | 1,206 | $356,332.04 | $326,391.85 | -$29,940.19 | -8.4% |
Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 4,541 | $1.24M | $1.23M | -$13,551.89 | -1.09% |
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 2,545 | $772,256.05 | $688,778.83 | -$83,477.22 | -10.81% |
Jesse Haller Compass Financial Group Inc./SD | 1,144 | $301,126.21 | $313,404.52 | $12,278.31 | 4.08% |
Neil Christ Oak Hill Wealth Advisors LLC | 3,108 | $901,247.59 | $841,149.15 | -$60,098.44 | -6.67% |
David Bach River Street Advisors LLC | 6,179 | $1.72M | $1.67M | -$47,905.97 | -2.78% |
| AEI Amy Elizabeth Ipsen Ipsen Advisor Group LLC | 1,281 | $338,114.78 | $346,689.85 | $8,575.07 | 2.54% |
Moises Valladares Insigneo Advisory Services LLC | 10,636 | $3.13M | $2.9M | -$227,369.67 | -7.27% |
John Canning Mi LLCreek Capital Advisors LLC | 2,251 | $598,408.43 | $609,210.66 | $10,802.23 | 1.81% |
| NH Nathaniel Holden Core Wealth Partners LLC | 1,763 | $466,733.04 | $477,138.34 | $10,405.3 | 2.23% |
Todd Schanel Core Wealth Management Inc. | 3,045 | $908,707.77 | $824,098.83 | -$84,608.94 | -9.31% |
David Stevens Stevens Capital Partners | 765 | $236,269.09 | $209,981.02 | -$26,288.07 | -11.13% |
Michael Radoff LGT Financial Advisors LLC | 622 | $168,192.56 | $168,338.09 | $145.53 | 0.09% |
| TAL TFB Advisors LLC TFB Advisors LLC | 1,511 | $422,576.53 | $414,014 | -$8,562.53 | -2.03% |
Scott Highmark Mosaic Family Wealth Partners LLC | 10,282 | $2.76M | $2.82M | $57,769.45 | 2.09% |
Brendan G. Moody Watershed Private Wealth LLC | 917 | $259,549.89 | $248,176.89 | -$11,373 | -4.38% |
| KLM Kate L. Miller STAR Financial Bank | 1,821 | $485,299.45 | $499,837.17 | $14,537.72 | 3% |
Steven Trigili Garden State Investment Advisory Services LLC | 900 | $243,047.35 | $246,348 | $3,300.65 | 1.36% |
Jeffrey Rosenthal Viawealth LLC | 2,316 | $619,391.24 | $633,935.52 | $14,544.28 | 2.35% |