| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CMD Chris M. Denholm Objective Capital Management LLC | 7,199 | $761,083.25 | $758,054.7 | -$3,028.55 | -0.4% |
Mark Astrinos Libra Wealth LLC | 5,699 | $596,514.33 | $600,076.2 | $3,561.87 | 0.6% |
Candice Gilman Sofi Wealth LLC | 22 | $2,347.4 | $2,316.05 | -$31.35 | -1.34% |
Christopher M. Marks Sterling Investment Counsel LLC | 2,715 | $289,147.5 | $285,821.62 | -$3,325.88 | -1.15% |
Michael Topley Lansing Street Advisors | 2,016 | $214,448.28 | $212,254.56 | -$2,193.72 | -1.02% |
Timothy Gerlach Novem Group | 4,914 | $519,879.92 | $517,272.21 | -$2,607.71 | -0.5% |
Christopher Warner WARNER FINANCIAL Inc. | 3,784 | $401,041.7 | $398,360.6 | -$2,681.1 | -0.67% |
Daniel Ronan Catalyst Financial Partners LLC | 13,914 | $1.48M | $1.46M | -$14,475.29 | -0.98% |
Amanda Hawley Atria Wealth Solutions Inc. | 14,979 | $1.58M | $1.58M | -$2,995.8 | -0.19% |
Lincoln Bach Delap Wealth Advisory LLC | 3,950 | $416,324.87 | $415,994.25 | -$330.62 | -0.08% |
Edward Lowndes Angeles Wealth Management LLC | 28,744 | $3.06M | $3.03M | -$31,433.3 | -1.03% |
| JMJ James Mark Joseph SENTINEL WEALTH MANAGEMENT Inc. | 44,449 | $4.73M | $4.68M | -$47,338.19 | -1% |
Bradley J. Lineberger Seaside Wealth Management Inc. | 15,900 | $1.66M | $1.67M | $14,837.37 | 0.89% |
Vito Collacuro Sutton Place Investors LLC | 2,354 | $243,331.27 | $247,817.35 | $4,486.08 | 1.84% |
Benjamin Cauley Carr Financial Group Corp. | 24,948 | $2.63M | $2.63M | -$4,200.42 | -0.16% |
Leonid Berline ARMSTRONG ADVISORY GROUP Inc. | 763 | $79,645.04 | $80,347.71 | $702.67 | 0.88% |
Brook Hart Presilium Private Wealth LLC | 55,973 | $5.89M | $5.89M | $9,754.63 | 0.17% |
| WCI W.H. Cornerstone Investments Inc. W.H. Cornerstone Investments Inc. | 5,363 | $565,290.02 | $564,630.05 | -$659.97 | -0.12% |
| FWA FSM Wealth Advisors LLC FSM Wealth Advisors LLC | 10,418 | $1.11M | $1.1M | -$11,251.71 | -1.02% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 2,398 | $255,003 | $252,533.38 | -$2,469.62 | -0.97% |