| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Shanley Aspect Partners, LLC | 700 | $69,853.24 | $70,553 | $699.76 | 1% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 599 | $60,104 | $60,373.21 | $269.21 | 0.45% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 18,051 | $1.82M | $1.82M | $2,484.41 | 0.14% |
| MWS MFA Wealth Services MFA Wealth Services | 4,645 | $466,136.65 | $468,169.55 | $2,032.9 | 0.44% |
Thomas Healy PFW Advisors LLC | 62,249 | $6.24M | $6.27M | $31,442.61 | 0.5% |
John Hayes LongView Wealth Management | 2,250 | $226,229.17 | $226,777.5 | $548.33 | 0.24% |
Elliot Kallen Prosperity Wealth Management, Inc. | 3,962 | $398,401.05 | $399,329.98 | $928.93 | 0.23% |
John M Roach Waterway Wealth Management, LLC | 247,582 | $24.96M | $24.95M | -$4,952.21 | -0.02% |
Alicia Fuschak Avid Wealth Partners LLC | 11,643 | $1.17M | $1.17M | $2,175.51 | 0.19% |
Denise Reinert CGC Financial Services, LLC | 6,795 | $679,254.27 | $684,868.05 | $5,613.78 | 0.83% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,951 | $6.42M | $6.45M | $27,140.55 | 0.42% |
Matthew Wright Disciplina Capital Management LLC | 355 | $35,621 | $35,707.67 | $86.67 | 0.24% |
Jae Cho Marex Group plc | 5,000 | $503,810 | $503,350 | -$460 | -0.09% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 4,916 | $494,401.91 | $495,483.64 | $1,081.73 | 0.22% |
Kevin Bresler TD Waterhouse Canada Inc. | 38,119 | $3.82M | $3.84M | $21,205.35 | 0.55% |
Courtney Haddad Concurrent Investment Advisors, LLC | 122,055 | $12.27M | $12.3M | $32,349.85 | 0.26% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 7,652 | $769,293.79 | $771,245.08 | $1,951.29 | 0.25% |
Teresa Douberly Burford Brothers, Inc. | 3,197 | $321,522 | $322,225.63 | $703.63 | 0.22% |
James Rankin Modern Wealth Management, LLC | 456,112 | $45.96M | $45.92M | -$44,838.08 | -0.1% |
Amir Har-El Savvy Advisors, Inc. | 12,519 | $1.26M | $1.26M | $2,798.01 | 0.22% |