| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| IRP Investment Research Partners LLC Investment Research Partners LLC | 39,314 | $925,982.11 | $902,649.44 | -$23,332.67 | -2.52% |
Birchbrook Inc. Birchbrook Inc. | 132 | $3,067.93 | $3,030.72 | -$37.21 | -1.21% |
Horan Wealth LLC Horan Wealth LLC | 11,076 | $257,585.58 | $254,304.96 | -$3,280.62 | -1.27% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 165,285 | $3.86M | $3.79M | -$67,766.85 | -1.75% |
Molly Wheeler Burk Holdings LLC | 12,911 | $293,110.24 | $296,436.56 | $3,326.32 | 1.13% |
| FFL Farnam Financial LLC Farnam Financial LLC | 47,430 | $1.12M | $1.09M | -$32,660.23 | -2.91% |
Allison Brecher Vestwell Advisors LLC | 2 | $46.44 | $45.92 | -$0.52 | -1.12% |
Matthew J. Darcy Seneca Financial Advisors LLC | 60,115 | $1.4M | $1.38M | -$15,392.22 | -1.1% |
Matthew Jenkins GatePass Capital LLC | 9,438 | $216,402.67 | $216,696.48 | $293.81 | 0.14% |
United Financial Planning Group LLC United Financial Planning Group LLC | 3,328 | $78,108.81 | $76,410.88 | -$1,697.93 | -2.17% |
Aventus Investment Advisors Inc. Aventus Investment Advisors Inc. | 66,007 | $1.54M | $1.52M | -$27,062.64 | -1.75% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 42,391 | $975,598.67 | $973,297.36 | -$2,301.31 | -0.24% |
| PCL Payne Capital LLC Payne Capital LLC | 28,557 | $668,753.44 | $655,668.72 | -$13,084.72 | -1.96% |
Manske Wealth Management Manske Wealth Management | 225,655 | $5.15M | $5.18M | $33,748.45 | 0.66% |
Wallace Jones WJ Financial Advisors LLC | 31,730 | $744,693.16 | $728,520.8 | -$16,172.36 | -2.17% |
Kerr Financial Planning Corp Kerr Financial Planning Corp | 56 | $1,311 | $1,285.76 | -$25.24 | -1.93% |