| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Independence Financial Advisors LLC Independence Financial Advisors LLC | 9,256 | $765,618.87 | $752,327.68 | -$13,291.19 | -1.74% |
SSA Swiss Advisors AG SSA Swiss Advisors AG | 13,897 | $1.15M | $1.13M | -$18,739.15 | -1.63% |
| RM Rich Mowrer Brookwood Investment Group LLC | 12,721 | $1.05M | $1.03M | -$19,547.05 | -1.85% |
Michael Haskins LWM Advisors Inc. | 120,443 | $9.88M | $9.8M | -$82,646.9 | -0.84% |
| AS Aryn Sands GK Wealth Management LLC | 5,471 | $448,063.5 | $444,190.49 | -$3,873.01 | -0.86% |
Investment Research Partners LLC Investment Research Partners LLC | 40,764 | $3.36M | $3.31M | -$46,962.42 | -1.4% |
Maseco LLP Maseco LLP | 7,885 | $653,154.1 | $641,089.92 | -$12,064.18 | -1.85% |
Robert Amato Compass Wealth Management LLC/GA | 46,668 | $3.85M | $3.79M | -$60,197.37 | -1.56% |
Jon Lewis Midwest Trust Co | 20,617 | $1.71M | $1.68M | -$31,172.1 | -1.83% |
| RLV Ronald L. Valpey Valpey Financial Services LLC | 13,420 | $1.11M | $1.09M | -$20,149.12 | -1.81% |
Heydon Traub Traub Capital Management LLC | 28,561 | $2.37M | $2.32M | -$44,002.62 | -1.86% |
Lauren Sterling NerdWallet Wealth Partners LLC | 117,175 | $9.71M | $9.52M | -$184,559.71 | -1.9% |
Adam Scott Argyle Capital Partners LLC | 27,675 | $2.29M | $2.25M | -$35,507.73 | -1.55% |
Boreal Capital Management LLC Boreal Capital Management LLC | 7,277 | $599,713.86 | $591,620.83 | -$8,093.03 | -1.35% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 802 | $65,944.9 | $65,193.14 | -$751.76 | -1.14% |
Caldwell Trust Co Caldwell Trust Co | 1,249 | $102,804.67 | $101,618.64 | -$1,186.03 | -1.15% |
Birch Financial Group LLC Birch Financial Group LLC | 35,473 | $2.93M | $2.89M | -$44,612.99 | -1.52% |
Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 460 | $37,771 | $37,414.1 | -$356.9 | -0.94% |
IFS Group LLC IFS Group LLC | 10,500 | $869,400 | $853,702.5 | -$15,697.5 | -1.81% |
Invested Advisors Invested Advisors | 32,335 | $2.65M | $2.63M | -$22,911.83 | -0.86% |