| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RJW Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 136,109 | $3.51M | $3.44M | -$66,902.03 | -1.91% |
| RH Robert Hackenberg Northeast Financial Group Inc. | 310,565 | $7.93M | $7.85M | -$79,451.15 | -1% |
| SJL Sheila J. Lindsay Bensler LLC | 598,750 | $15.07M | $15.14M | $72,352.27 | 0.48% |
Jill Batley Gateway Wealth Partners LLC | 1.11M | $28.29M | $28.02M | -$271,171.93 | -0.96% |
Charles Mattingly Leading Edge Financial Planning LLC | 1.05M | $26.97M | $26.68M | -$292,504.93 | -1.08% |
| JC Jared Calvert Buck Wealth Strategies LLC | 11,513 | $294,741 | $291,221.33 | -$3,519.67 | -1.19% |
| AW Ariel Weisbard Values Added Financial LLC | 331,546 | $8.47M | $8.39M | -$82,532.03 | -0.97% |
Alexandra Stickelman Root Financial Partners, LLC | 2,576 | $66,340.1 | $65,134.16 | -$1,205.94 | -1.82% |
Katherine Stoner Empower Advisory Group, LLC | 103,797 | $2.66M | $2.62M | -$38,313.18 | -1.44% |
Shawn Scholz Impact Partnership Wealth, LLC | 29,741 | $767,896.15 | $752,001.18 | -$15,894.97 | -2.07% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 50,255 | $1.29M | $1.27M | -$19,570.67 | -1.52% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 914 | $23,524.86 | $23,101.35 | -$423.51 | -1.8% |
Kure Advisory LLC Kure Advisory, LLC | 13,657 | $348,361.09 | $345,317.24 | -$3,043.85 | -0.87% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,232 | $311,654.9 | $309,224.96 | -$2,429.94 | -0.78% |
Jeremy Sorci Premier Financial Group | 1,937 | $49,907 | $48,977.04 | -$929.96 | -1.86% |
Christopher C. Powers Farther Finance Advisors, LLC | 37,419 | $958,507.32 | $947,074.89 | -$11,432.43 | -1.19% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 13,219 | $336,593.69 | $334,110.22 | -$2,483.47 | -0.74% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 301,516 | $7.74M | $7.62M | -$117,541.78 | -1.52% |
Syon Capital LLC SYON CAPITAL LLC | 1.22M | $31.37M | $30.95M | -$418,600.55 | -1.33% |
Kevin Bresler TD Waterhouse Canada Inc. | 15,200 | $379,731.85 | $384,332 | $4,600.15 | 1.21% |