| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael O'Connor Capasso Planning Partners LLC | 9,342 | $218,397.87 | $211,082.49 | -$7,315.38 | -3.35% |
Dalila Toledo Ascent Group LLC | 22,668 | $522,023.13 | $514,019.57 | -$8,003.56 | -1.53% |
Michael Byun SageView Advisory Group LLC | 16,663 | $396,261.34 | $378,720 | -$17,541.34 | -4.43% |
Candice Gilman Sofi Wealth LLC | 61,965 | $1.44M | $1.41M | -$31,141.36 | -2.16% |
Christopher Warner WARNER FINANCIAL Inc. | 9,827 | $229,736.37 | $222,837.05 | -$6,899.32 | -3% |
Amanda Hawley Atria Wealth Solutions Inc. | 25,445 | $586,703.91 | $576,990.82 | -$9,713.09 | -1.66% |
Benjamin Cauley Carr Financial Group Corp. | 16,321 | $367,942.38 | $370,095 | $2,152.62 | 0.59% |
John Ritter Ritter Daniher Financial Advisory LLC / DE | 1,065 | $24,895.27 | $24,149.94 | -$745.33 | -2.99% |
Laura Schmidt Higgins & Schmidt Wealth Strategies LLC | 17,635 | $403,433.79 | $399,891.26 | -$3,542.53 | -0.88% |
| LWM Lodestone Wealth Management LLC Lodestone Wealth Management LLC | 87 | $2,026.23 | $1,972.81 | -$53.42 | -2.64% |
Jill Grimes Centurion Wealth Management LLC | 10,873 | $255,383.29 | $246,556.15 | -$8,827.14 | -3.46% |
| HPM Hoxton Planning & Management LLC Hoxton Planning & Management LLC | 30,515 | $709,909.12 | $691,958.14 | -$17,950.98 | -2.53% |
Erik Brenner Hilltop Partners LLC | 9,580 | $221,790 | $217,236.08 | -$4,553.92 | -2.05% |
| TWA Talisman Wealth Advisors LLC Talisman Wealth Advisors LLC | 16,478 | $386,689.25 | $373,638.65 | -$13,050.6 | -3.37% |
| TT Thaddeus Toal RCS Financial Planning LLC | 58,299 | $1.37M | $1.32M | -$45,068.3 | -3.3% |
Andy Peters Goldstein Advisors LLC | 9,594 | $222,115 | $217,553.54 | -$4,561.46 | -2.05% |
Jill Batley Gateway Wealth Partners LLC | 86,139 | $2M | $1.95M | -$42,686.49 | -2.14% |
| DK Daniel Kauper Milestone Investment Advisors LLC | 3,000 | $69,810 | $68,025 | -$1,785 | -2.56% |
| PVI Pine Valley Investments Ltd. Liability Co. Pine Valley Investments Ltd. Liability Co. | 12,108 | $276,109.97 | $274,561.01 | -$1,548.96 | -0.56% |
Brett Pohl Invera Wealth Advisors, LLC | 257,659 | $5.98M | $5.84M | -$137,502.81 | -2.3% |