| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,235 | $93,440.1 | $93,310.42 | -$129.68 | -0.14% |
Kyle P. Smith NewEdge Wealth LLC | 12,408 | $938,139.28 | $937,548.48 | -$590.8 | -0.06% |
| SL Shad Lamm Keystone Wealth Services LLC | 46,535 | $3.52M | $3.52M | -$1,204.96 | -0.03% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 2,983 | $225,693.78 | $225,395.48 | -$298.3 | -0.13% |
Brett Lee Planning Center Inc. | 24,223 | $1.83M | $1.83M | $504.35 | 0.03% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 240,647 | $18.2M | $18.18M | -$15,212.78 | -0.08% |
| MC Morgan Carter RFP Financial Group LLC | 280,450 | $21.22M | $21.19M | -$26,643.76 | -0.13% |
Christopher C. Powers Farther Finance Advisors, LLC | 111,336 | $8.41M | $8.42M | $4,809.11 | 0.06% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,652 | $200,160 | $200,371.86 | $211.86 | 0.11% |
James Rankin Modern Wealth Management, LLC | 8,220 | $620,265.24 | $621,143.48 | $878.24 | 0.14% |
Amir Har-El Savvy Advisors, Inc. | 11,438 | $865,426.24 | $864,312.47 | -$1,113.77 | -0.13% |
| ACL Attessa Capital LLC Attessa Capital LLC | 17,058 | $1.29M | $1.29M | -$1,705.57 | -0.13% |
Michael Mills Mills Wealth Advisors LLC | 10,308 | $779,903 | $778,872.48 | -$1,030.52 | -0.13% |
Pines Wealth Management LLC Pines Wealth Management LLC | 174,037 | $13.17M | $13.15M | -$16,534.09 | -0.13% |
Melinda Trachsel Fiduciary Advisors Inc. | 799 | $60,395.62 | $60,392.41 | -$3.21 | -0.01% |
Manuka Financial LLC Manuka Financial LLC | 10,473 | $791,453.23 | $791,601.7 | $148.47 | 0.02% |
| EJK Edward J. King Graney & King LLC | 2,807 | $212,378 | $212,181.13 | -$196.87 | -0.09% |
Burling Wealth Partners LLC Burling Wealth Partners LLC | 17,570 | $1.33M | $1.33M | $68.81 | 0.01% |
| NCI North Capital Inc. North Capital Inc. | 28,027 | $2.12M | $2.12M | $1,937.57 | 0.09% |