| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 23 | $4,502 | $4,141.26 | -$360.74 | -8.01% |
Jacqueline Washburn Vawter Financial Ltd. | 1,750 | $328,846 | $315,612.5 | -$13,233.5 | -4.02% |
Benjamin J. Jones National Wealth Management Group, LLC | 3,108 | $486,333.16 | $562,703.41 | $76,370.25 | 15.7% |
Eugene Donato KENNEDY INVESTMENT GROUP | 7,730 | $1.18M | $1.39M | $216,006.45 | 18.34% |
Courtney Holt Compound Planning, Inc. | 4,621 | $775,866.51 | $832,519.36 | $56,652.85 | 7.3% |
Katherine Stoner Empower Advisory Group, LLC | 412,786 | $63.12M | $74.45M | $11.32M | 17.94% |
| SML Sweeney & Michel LLC SWEENEY & MICHEL, LLC | 4,669 | $667,370.21 | $845,322.46 | $177,952.25 | 26.66% |
Nemes Rush Group LLC Nemes Rush Group LLC | 10 | $1,981 | $1,803.4 | -$177.6 | -8.97% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 2,204 | $313,342.89 | $396,830.21 | $83,487.32 | 26.64% |
| DT Derek Tinnin Altiora Financial Group, LLC | 5,650 | $774,446 | $1.02M | $242,667 | 31.33% |
| MRC Martin R. Curiel MYECFO, LLC | 1,796 | $292,555.52 | $325,165.81 | $32,610.29 | 11.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 2,381 | $413,253.63 | $429,484.78 | $16,231.15 | 3.93% |
Peter Sigismondi Ramirez Asset Management, Inc. | 420 | $53,567 | $75,747 | $22,180 | 41.41% |
Christopher C. Powers Farther Finance Advisors, LLC | 34,647 | $6.22M | $6.25M | $26,428.13 | 0.42% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 2,742 | $478,065.24 | $493,450.32 | $15,385.08 | 3.22% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 4 | $740.16 | $721.4 | -$18.76 | -2.53% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,684 | $312,250.98 | $303,709.42 | -$8,541.56 | -2.74% |
Kevin Bresler TD Waterhouse Canada Inc. | 19,012 | $3.78M | $3.42M | -$358,661.62 | -9.48% |
| AK Alisha Kamadia United Community Bank | 190 | $24,233 | $34,266.5 | $10,033.5 | 41.4% |
Courtney Haddad Concurrent Investment Advisors, LLC | 6,693 | $1.18M | $1.21M | $24,055.49 | 2.04% |