| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 55,864 | $2.45M | $2.41M | -$36,159.92 | -1.48% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 51,439 | $2.26M | $2.22M | -$41,186.45 | -1.82% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 5,364 | $233,065.8 | $231,590.7 | -$1,475.1 | -0.63% |
| MTW Mary Therese Walsh WIN ADVISORS Inc. | 23,305 | $1.01M | $1.01M | -$5,942.78 | -0.59% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 6,338 | $288,855.29 | $273,991.74 | -$14,863.55 | -5.15% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 14,050 | $606,000.33 | $607,451.75 | $1,451.42 | 0.24% |
| LMR Lindsay Marie Rider Obsidian Personal Planning Solutions LLC | 5,364 | $235,814.92 | $231,885.72 | -$3,929.2 | -1.67% |
Ana-Maria Ignat Covestor Ltd | 2,091 | $94,750.44 | $90,143.01 | -$4,607.43 | -4.86% |
| EM Erin Mccann Simplicity Wealth LLC | 7,392 | $322,512.96 | $318,669.12 | -$3,843.84 | -1.19% |
Mark Fiskio Empirical Asset Management LLC | 25,105 | $1.09M | $1.08M | -$7,712.76 | -0.71% |
Jim Clark Worth Asset Management LLC | 12,231 | $531,257.46 | $527,278.41 | -$3,979.05 | -0.75% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,503 | $544,348.09 | $539,129.36 | -$5,218.73 | -0.96% |
Kevin Zemann WealthPlan Investment Management LLC | 507,625 | $22.24M | $21.89M | -$348,021.16 | -1.56% |
David Kennon David Kennon Inc | 25,614 | $1.08M | $1.1M | $21,964.27 | 2.03% |
| SC Stephen Cheifetz Kades & Cheifetz LLC | 9,070 | $389,284 | $391,098.4 | $1,814.4 | 0.47% |
Christopher Casanega Sharper & Granite LLC | 71,391 | $3.07M | $3.08M | $11,841.41 | 0.39% |
| BP Brett Pohl Kingdom Financial Group LLC | 4,483 | $197,489.93 | $193,351.79 | -$4,138.14 | -2.1% |
Jill Batley Gateway Wealth Partners LLC | 43,577 | $1.89M | $1.88M | -$12,616.53 | -0.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 9,910 | $431,904.96 | $428,161.55 | -$3,743.41 | -0.87% |
Courtney Haddad Concurrent Investment Advisors, LLC | 47,701 | $2.07M | $2.06M | -$14,547.73 | -0.7% |