| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| MWS MFA Wealth Services MFA Wealth Services | 12,793 | $972,256.15 | $959,922.75 | -$12,333.4 | -1.27% |
Thomas Healy PFW Advisors LLC | 11,565 | $860,205 | $867,143.7 | $6,938.7 | 0.81% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,590 | $792,424.55 | $791,073 | -$1,351.55 | -0.17% |
Jon Greer GSG Advisors LLC | 39,200 | $3M | $2.94M | -$61,936 | -2.06% |
Cody Gehman Stonebridge Financial Group, LLC | 29,853 | $2.27M | $2.24M | -$29,968.45 | -1.32% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 11,165 | $851,778 | $834,025.5 | -$17,752.5 | -2.08% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,815 | $288,874.4 | $286,392.05 | -$2,482.35 | -0.86% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 10,140 | $772,287 | $760,297.2 | -$11,989.8 | -1.55% |
Michael Mills Mills Wealth Advisors LLC | 164,926 | $12.54M | $12.37M | -$162,715.47 | -1.3% |
C. Eric Christiansen Quantum Financial Planning Services Inc. | 10,211 | $781,062.69 | $766,182.38 | -$14,880.31 | -1.91% |
| VWA VSM Wealth Advisory LLC VSM Wealth Advisory LLC | 6,989 | $534,728.39 | $524,489.5 | -$10,238.89 | -1.91% |
| EJK Edward J. King Graney & King LLC | 2,644 | $201,742.03 | $198,366.1 | -$3,375.93 | -1.67% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 148,889 | $11.37M | $11.16M | -$209,478.31 | -1.84% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 61,252 | $4.69M | $4.59M | -$95,367.79 | -2.03% |
| LH Lyle Hershey Master's Wealth Management Inc. | 61,689 | $4.72M | $4.63M | -$88,249.96 | -1.87% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 40,843 | $3.13M | $3.06M | -$67,855.04 | -2.17% |
| KV Katherine Vessenes Vestment Financial LLC | 8,653 | $643,879 | $649,537.44 | $5,658.44 | 0.88% |
Molly Wheeler Burk Holdings LLC | 1,958 | $150,042 | $146,938.11 | -$3,103.89 | -2.07% |
Sara Amparan Prospera Capital Management LLC | 9,342 | $707,283 | $700,463.16 | -$6,819.84 | -0.96% |
Kropog Financial Group LLC Kropog Financial Group LLC | 2,929 | $224,474 | $219,923.96 | -$4,550.04 | -2.03% |