| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 22,573 | $581,076.78 | $571,774.09 | -$9,302.69 | -1.6% |
Stephen Cheifetz Kades & Cheifetz LLC | 14,189 | $373,023.8 | $359,407.37 | -$13,616.43 | -3.65% |
Jeffrey D. Munjack JDM Financial Group LLC | 1,480 | $38,124.8 | $37,458.8 | -$666 | -1.75% |
Crystal McKeon TSA Wealth Managment LLC | 65,287 | $1.67M | $1.65M | -$18,402.2 | -1.1% |
Jeffrey Hanson Breakwater Capital Group | 11,309 | $286,377.71 | $286,456.97 | $79.26 | 0.03% |
Kyle Kelley Family Capital Management Inc. | 41,166 | $1.06M | $1.04M | -$20,375.56 | -1.92% |
Jesse Haller Compass Financial Group Inc./SD | 149,926 | $3.87M | $3.8M | -$70,491.93 | -1.82% |
Robert Hackenberg Northeast Financial Group Inc. | 38,390 | $979,290.41 | $972,418.7 | -$6,871.71 | -0.7% |
| AW Ariel Weisbard Values Added Financial LLC | 11,549 | $298,195 | $292,536.17 | -$5,658.83 | -1.9% |
| DT Derek Tinnin Altiora Financial Group, LLC | 20,000 | $526,100 | $508,200 | -$17,900 | -3.4% |
| MRC Martin R. Curiel MYECFO, LLC | 167,230 | $4.22M | $4.25M | $34,285 | 0.81% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 16,699 | $431,166 | $422,985.67 | -$8,180.33 | -1.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,421 | $395,257.85 | $390,613.93 | -$4,643.92 | -1.17% |
Courtney Haddad Concurrent Investment Advisors, LLC | 14,556 | $373,946.6 | $368,703.48 | -$5,243.12 | -1.4% |
Benj Foor Frazier Financial Advisors, LLC | 15 | $388 | $381.15 | -$6.85 | -1.77% |
Amir Har-El Savvy Advisors, Inc. | 12,200 | $310,856 | $309,026 | -$1,830 | -0.59% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,950 | $50,076.02 | $49,393.5 | -$682.52 | -1.36% |
Jon Deven Mouton CAP Partners, LLC | 26,235 | $672,761.92 | $664,532.55 | -$8,229.37 | -1.22% |
Brad Sayre Shared Vision Wealth Group LLC | 118,406 | $3.05M | $3M | -$51,980.18 | -1.7% |
Wayne Atkins VCI Wealth Management LLC | 8,971 | $232,560.25 | $227,235.43 | -$5,324.82 | -2.29% |