| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TFG Tilson Financial Group Inc. Tilson Financial Group Inc. | 29,824 | $764,655.11 | $748,880.64 | -$15,774.47 | -2.06% |
David Stevens Stevens Capital Partners | 7,913 | $201,944 | $199,091.08 | -$2,852.92 | -1.41% |
Jarrod Musick Destiny Capital Corp./ Co. | 224,808 | $5.76M | $5.66M | -$98,937.36 | -1.72% |
Ryan J. Warner C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors | 129,940 | $3.35M | $3.26M | -$86,837.07 | -2.59% |
Robert Hackenberg Northeast Financial Group Inc. | 310,565 | $7.93M | $7.8M | -$135,352.85 | -1.71% |
Sheila J. Lindsay Bensler LLC | 540,786 | $13.66M | $13.58M | -$80,054.12 | -0.59% |
Jill Batley Gateway Wealth Partners LLC | 1.11M | $28.29M | $27.82M | -$470,597.53 | -1.66% |
Charles Mattingly Leading Edge Financial Planning LLC | 1.17M | $30.01M | $29.46M | -$542,898.76 | -1.81% |
| JC Jared Calvert Buck Wealth Strategies LLC | 11,513 | $294,741 | $289,091.43 | -$5,649.57 | -1.92% |
| AW Ariel Weisbard Values Added Financial LLC | 311,768 | $7.97M | $7.83M | -$138,726.81 | -1.74% |
Katherine Stoner Empower Advisory Group, LLC | 156,938 | $4.02M | $3.94M | -$76,696.16 | -1.91% |
Shawn Scholz Impact Partnership Wealth, LLC | 33,541 | $864,873.36 | $842,214.51 | -$22,658.85 | -2.62% |
Krista D. McBeath LANDMARK WEALTH MANAGEMENT, INC. | 11,950 | $306,158.98 | $300,662 | -$5,496.98 | -1.8% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 914 | $23,524.86 | $22,950.54 | -$574.32 | -2.44% |
Kure Advisory LLC Kure Advisory, LLC | 13,648 | $348,135.28 | $342,701.28 | -$5,434 | -1.56% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,376 | $315,329.8 | $310,761.36 | -$4,568.44 | -1.45% |
Jeremy Sorci Premier Financial Group | 1,937 | $49,907 | $48,638.07 | -$1,268.93 | -2.54% |
Christopher C. Powers Farther Finance Advisors, LLC | 39,677 | $1.02M | $996,289.47 | -$19,842.07 | -1.95% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 17,072 | $434,922.15 | $428,677.92 | -$6,244.23 | -1.44% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 65,346 | $1.67M | $1.64M | -$33,326.48 | -1.99% |