| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Bree Pate Olisti Co. Wealth LLC | 601 | $34,625.86 | $34,638.63 | $12.77 | 0.04% |
Kevin Gray Lodestar Private Asset Management LLC | 3,517 | $204,152.7 | $202,842.97 | -$1,309.73 | -0.64% |
| TT Thaddeus Toal RCS Financial Planning LLC | 3,729 | $214,665 | $215,070.07 | $405.07 | 0.19% |
Matthew Keyes Heritage Wealth Partners LLC | 12,932 | $747,028.96 | $745,172.88 | -$1,856.08 | -0.25% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 42,387 | $2.46M | $2.44M | -$16,804.6 | -0.68% |
Justin Halverson Great Waters Wealth Management | 18,663 | $1.09M | $1.08M | -$11,392.62 | -1.05% |
Paul L. Moffat Arista Wealth Management LLC | 614,178 | $35.66M | $35.41M | -$247,153.49 | -0.69% |
Lydia Moore MRP Capital Investments LLC | 57 | $3,348 | $3,287.47 | -$60.53 | -1.81% |
Neil Christ Oak Hill Wealth Advisors LLC | 31,534 | $1.84M | $1.82M | -$17,220.97 | -0.94% |
Moises Valladares Insigneo Advisory Services LLC | 32,378 | $1.9M | $1.87M | -$30,916.32 | -1.63% |
John Canning Mi LLCreek Capital Advisors LLC | 73,895 | $4.34M | $4.26M | -$82,791.73 | -1.91% |
| NH Nathaniel Holden Core Wealth Partners LLC | 8,972 | $525,220.67 | $517,460.1 | -$7,760.57 | -1.48% |
Scott Highmark Mosaic Family Wealth Partners LLC | 38,035 | $2.22M | $2.19M | -$27,872.32 | -1.26% |
Stephen K. Hassell Hassell Wealth Management LLC | 85,552 | $4.99M | $4.93M | -$52,028.38 | -1.04% |
| KLM Kate L. Miller STAR Financial Bank | 5,138 | $299,032 | $296,051.56 | -$2,980.44 | -1% |
Jeffrey Rosenthal Viawealth LLC | 10,896 | $632,616.61 | $628,372.32 | -$4,244.29 | -0.67% |
Lee McGowan Monument Group Wealth Advisors LLC | 1,611 | $93,969.68 | $92,922.48 | -$1,047.2 | -1.11% |
Ira Ravitz Beverly Hills Private Wealth LLC | 169,625 | $9.91M | $9.78M | -$127,695.05 | -1.29% |
Jeffrey Steele Silverlake Wealth Management LLC | 17,466 | $1.02M | $1.01M | -$15,514.01 | -1.52% |
Jill Batley Gateway Wealth Partners LLC | 15,435 | $902,705.17 | $889,904.92 | -$12,800.25 | -1.42% |