| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 15,253 | $371,114.55 | $368,207.42 | -$2,907.13 | -0.78% |
David Mailloux WealthCare Investment Partners LLC | 33,385 | $809,491.47 | $810,087.02 | $595.55 | 0.07% |
Tyler Glazier New Millennium Group LLC | 411 | $10,048.95 | $9,921.54 | -$127.41 | -1.27% |
| MWM Marion Wealth Management Marion Wealth Management | 9,615 | $215,061.29 | $232,106.1 | $17,044.81 | 7.93% |
W. Travis McKinney HB Wealth Management LLC | 13,947 | $339,241.46 | $336,680.58 | -$2,560.88 | -0.75% |
Missy Straw Nilsine Partners LLC | 307,525 | $7.22M | $7.42M | $207,294.29 | 2.87% |
| EM Erin Mccann Simplicity Wealth LLC | 111,668 | $2.71M | $2.7M | -$18,983.56 | -0.7% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 1,435 | $34,784.4 | $34,640.9 | -$143.5 | -0.41% |
Amanda Hawley Atria Wealth Solutions Inc. | 30,406 | $712,586.6 | $734,000.84 | $21,414.24 | 3.01% |
Rachel Faulk Cape Investment Advisory Inc. | 908 | $22,073 | $21,919.12 | -$153.88 | -0.7% |
Bert D. Barre Colonial Trust Co. / SC | 879 | $19,680.81 | $21,298.17 | $1,617.36 | 8.22% |
Loni Adams Daymark Wealth Partners LLC | 97,267 | $2.36M | $2.35M | -$16,535.62 | -0.7% |
Stephen Cheifetz Kades & Cheifetz LLC | 29,798 | $667,175.29 | $719,323.72 | $52,148.43 | 7.82% |
Jonathan Seed Seed Wealth Management Inc. | 89,215 | $2M | $2.15M | $153,277.29 | 7.66% |
Moises Valladares Insigneo Advisory Services LLC | 13,854 | $319,471.48 | $334,989.72 | $15,518.24 | 4.86% |
| PIL PFG Investments LLC PFG Investments LLC | 16,772 | $401,712.5 | $404,876.08 | $3,163.58 | 0.79% |
Jacob Going Alpine Bank Wealth Management | 40,056 | $962,784.15 | $971,958.84 | $9,174.69 | 0.95% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 27,067 | $656,104.94 | $653,397.38 | -$2,707.56 | -0.41% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 29,065 | $709,418.06 | $701,629.1 | -$7,788.96 | -1.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 17,505 | $424,305.89 | $422,570.7 | -$1,735.19 | -0.41% |