| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 2,662 | $293,788 | $286,511.06 | -$7,276.94 | -2.48% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,540 | $263,455.38 | $273,380.2 | $9,924.82 | 3.77% |
Foundation Wealth Management LLC Foundation Wealth Management, LLC\PA | 2,472 | $263,395.98 | $266,061.36 | $2,665.38 | 1.01% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 3,509 | $383,990 | $377,673.67 | -$6,316.33 | -1.64% |
David McNeely Darden Wealth Group Inc | 14,188 | $1.53M | $1.53M | $2,009.23 | 0.13% |
| MB Matthieu Balmer Climber Capital SA | 24,167 | $2.65M | $2.6M | -$53,510.65 | -2.02% |
Christopher Griffith Stablepoint Partners, LLC | 88,501 | $9.6M | $9.53M | -$73,335.44 | -0.76% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 2,112 | $226,699.51 | $227,314.56 | $615.05 | 0.27% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 2,853 | $309,016.03 | $305,042.76 | -$3,973.27 | -1.29% |
Angela Mari Abich Financial Wealth Management LLC | 3,496 | $388,127.98 | $376,274.48 | -$11,853.5 | -3.05% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 494 | $53,100.04 | $52,853.06 | -$246.98 | -0.47% |
| FTM F. Thomas Mosley Mosley Wealth Management | 56,169 | $6.15M | $6.05M | -$106,421.81 | -1.73% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,728 | $191,635.92 | $185,984.64 | -$5,651.28 | -2.95% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,144 | $229,113 | $229,600.95 | $487.95 | 0.21% |
Stephanie Ternes Wealth Forward, LLC | 93,666 | $10.08M | $10.08M | $5,364.16 | 0.05% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,101 | $442,707.94 | $441,390.63 | -$1,317.31 | -0.3% |
Fox Hill Wealth Management Fox Hill Wealth Management | 9,865 | $1.06M | $1.06M | -$8,158.21 | -0.77% |
| WL Wealthcollab LLC WealthCollab, LLC | 18,851 | $2.03M | $2.02M | -$7,541.25 | -0.37% |
Ian Jameson American Capital Advisory, LLC | 888 | $98,000 | $95,575.44 | -$2,424.56 | -2.47% |
Mark Weiskind Fairway Wealth LLC | 17,205 | $1.87M | $1.85M | -$20,879.79 | -1.11% |