| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 3,474 | $339,188.81 | $341,146.8 | $1,957.99 | 0.58% |
| MWS MFA Wealth Services MFA Wealth Services | 12,392 | $1.2M | $1.22M | $15,525.47 | 1.29% |
Keith Henderson CULTIVAR CAPITAL, INC. | 254,345 | $25.24M | $24.98M | -$261,031.64 | -1.03% |
Kent D. Aloia HOGE FINANCIAL SERVICES, LLC | 9,162 | $909,094.06 | $899,708.4 | -$9,385.66 | -1.03% |
Alisha Arvold Christopher J. Hasenberg, Inc | 96,628 | $9.58M | $9.49M | -$89,562.92 | -0.94% |
Thomas Dobbins New Republic Capital, LLC | 2,690 | $268,388.11 | $264,158 | -$4,230.11 | -1.58% |
John Hayes LongView Wealth Management | 25,831 | $2.56M | $2.54M | -$20,073.37 | -0.79% |
Andrew Halac Talon Private Wealth, LLC | 6,118 | $600,730.84 | $600,787.6 | $56.76 | 0.01% |
Bradley Harsch Strategic Advocates LLC | 6 | $594 | $589.2 | -$4.8 | -0.81% |
Tracey A. Baker CJM Wealth Advisers, Ltd. | 3,996 | $400,382.84 | $392,407.2 | -$7,975.64 | -1.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 276,853 | $27.21M | $27.19M | -$20,646.15 | -0.08% |
Anthony Moeller MN Wealth Advisors, LLC | 2,289 | $228,626.81 | $224,779.8 | -$3,847.01 | -1.68% |
David Skalicky INSPIRE TRUST CO, N.A. | 4,486 | $434,693 | $440,525.2 | $5,832.2 | 1.34% |
Matthew Wright Disciplina Capital Management LLC | 2.24M | $225.39M | $219.76M | -$5.64M | -2.5% |
Beverly Wong Dixon Mitchell Investment Counsel Inc. | 16,497 | $1.63M | $1.62M | -$11,219.41 | -0.69% |
Dina Fliss Global View Capital Management LLC | 16,218 | $1.61M | $1.59M | -$16,737.1 | -1.04% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 12 | $1,195.28 | $1,178.4 | -$16.88 | -1.41% |
Kevin Orr Centennial Bank/AR/ | 5,272 | $511,349.78 | $517,710.4 | $6,360.62 | 1.24% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 297,890 | $29.85M | $29.25M | -$597,824.88 | -2% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 3.06M | $304.48M | $300.27M | -$4.21M | -1.38% |