| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 8,770 | $549,079.71 | $540,232 | -$8,847.71 | -1.61% |
Eaton-Cambridge Inc. Eaton-Cambridge Inc. | 4,556 | $286,251.56 | $280,649.6 | -$5,601.96 | -1.96% |
Mark Weiskind Fairway Wealth LLC | 1,906 | $118,191.64 | $117,409.6 | -$782.04 | -0.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 437 | $27,457 | $26,919.2 | -$537.8 | -1.96% |
Bray Creech Joel Adams & Associates, Inc. | 5,366 | $332,757.85 | $330,545.6 | -$2,212.25 | -0.66% |
Bruce Barton Parkworth Wealth Management, Inc. | 5,009 | $313,093.21 | $308,554.4 | -$4,538.81 | -1.45% |
| FFL Farrell Financial LLC Farrell Financial LLC | 15,544 | $977,812.02 | $957,510.4 | -$20,301.62 | -2.08% |
Neisy Arnez Drucker Wealth 3.0, LLC | 5,033 | $316,672.17 | $310,032.8 | -$6,639.37 | -2.1% |
Mark Albers Verus Wealth Management LLC | 9,000 | $564,195.05 | $554,400 | -$9,795.05 | -1.74% |
Kay Dee Cole Clarity Wealth Development LLC | 13,868 | $868,171.03 | $854,268.8 | -$13,902.23 | -1.6% |
Lyn Dippel Curio Wealth LLC | 11,017 | $698,470.95 | $679,032.79 | -$19,438.16 | -2.78% |
Keyvantage Wealth LLC Keyvantage Wealth LLC | 3,532 | $218,948.74 | $216,690.67 | -$2,258.07 | -1.03% |
Crux Wealth Advisors Crux Wealth Advisors | 6,843 | $433,627.57 | $421,528.8 | -$12,098.77 | -2.79% |
Laura Robayo Silver Oak Wealth Advisors Services LLC | 3,425 | $215,193 | $210,980 | -$4,213 | -1.96% |
North Berkeley Wealth Management LLC North Berkeley Wealth Management LLC | 143,033 | $8.98M | $8.81M | -$171,501.2 | -1.91% |
Sara Amparan Prospera Capital Management LLC | 3,275 | $204,956 | $201,740 | -$3,216 | -1.57% |
| TPF Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 5,178 | $329,476.14 | $318,964.8 | -$10,511.34 | -3.19% |