| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Paul Vermilya Compass Investment Advisers LLC | 5,295 | $413,079 | $409,647.67 | -$3,431.33 | -0.83% |
Fischer Financial Services Inc. Fischer Financial Services Inc. | 426,555 | $33.43M | $33.01M | -$413,916.33 | -1.24% |
Matthew Costa Woodside Wealth Management LLC | 6,939 | $547,680.34 | $536,974.51 | -$10,705.83 | -1.95% |
Balance Wealth LLC Balance Wealth LLC | 98,729 | $7.88M | $7.64M | -$236,048.33 | -3% |
| LC Leslie Childs MB Levis & Associates LLC | 2,503 | $199,564 | $193,694.65 | -$5,869.35 | -2.94% |
Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,197 | $406,811.66 | $402,273.78 | -$4,537.88 | -1.12% |
SSA Swiss Advisors AG SSA Swiss Advisors AG | 62,528 | $4.95M | $4.84M | -$113,009.63 | -2.28% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 103,052 | $8.17M | $7.98M | -$195,131.57 | -2.39% |
Rich Mowrer Brookwood Investment Group LLC | 3,660 | $290,017.67 | $283,558.5 | -$6,459.17 | -2.23% |
Cole Dimond Caliber Wealth Management LLC / KS | 13,284 | $1.05M | $1.03M | -$21,503.84 | -2.05% |
Patricia Frisch ANB Bank | 10,445 | $818,564.63 | $808,467.02 | -$10,097.61 | -1.23% |
Nicole Reese WPG Advisers LLC | 1,391 | $108,511.89 | $107,677.31 | -$834.58 | -0.77% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 3,845 | $304,799.84 | $297,641.45 | -$7,158.39 | -2.35% |
David Dirks Plum Street Advisors LLC | 24,257 | $1.92M | $1.88M | -$39,256.41 | -2.05% |
Aryn Sands GK Wealth Management LLC | 2,197 | $173,653.77 | $170,069.77 | -$3,584 | -2.06% |
Horan Wealth LLC Horan Wealth LLC | 88,597 | $7.04M | $6.86M | -$180,395.96 | -2.56% |
Maseco LLP Maseco LLP | 561 | $44,689.76 | $43,407.37 | -$1,282.39 | -2.87% |
James V. Thompson Jr. Bulwark Capital Corp | 5,792 | $460,464 | $448,358.72 | -$12,105.28 | -2.63% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 270,145 | $21.08M | $20.91M | -$171,529.51 | -0.81% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,222 | $97,129.65 | $94,570.58 | -$2,559.07 | -2.63% |