| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 513,040 | $37.79M | $37.38M | -$412,911.55 | -1.09% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 12,989 | $953,174.58 | $946,377.24 | -$6,797.34 | -0.71% |
Derek Ripp Austin Wealth Management, LLC | 5,380 | $395,269 | $391,986.8 | -$3,282.2 | -0.83% |
Angela Kelley HTLF Bank | 210,301 | $15.52M | $15.32M | -$200,907.7 | -1.29% |
Scott L. Comeau BCU Wealth Advisors, LLC | 5,116 | $378,875.45 | $372,751.76 | -$6,123.69 | -1.62% |
Amir Har-El Savvy Advisors, Inc. | 61,904 | $4.58M | $4.51M | -$66,664.22 | -1.46% |
Cindi Hill Keener Financial Planning LLC | 6,800 | $500,082 | $495,448 | -$4,634 | -0.93% |
United Advisor Group LLC United Advisor Group, LLC | 52,597 | $3.85M | $3.83M | -$15,736.25 | -0.41% |
Jeff Ramsey Quotient Wealth Partners, LLC | 11,280 | $830,761.66 | $821,860.8 | -$8,900.86 | -1.07% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 4,220 | $312,201.27 | $307,469.2 | -$4,732.07 | -1.52% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 11,694 | $869,394.25 | $852,024.84 | -$17,369.41 | -2% |
One Degree Advisors Inc. One Degree Advisors Inc | 3,599 | $261,694.84 | $262,223.14 | $528.3 | 0.2% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 19,431 | $1.43M | $1.42M | -$13,882.04 | -0.97% |
PETER KRUSSEL Southland Equity Partners LLC | 30,140 | $2.24M | $2.2M | -$41,258.15 | -1.84% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 17,587 | $1.29M | $1.28M | -$4,382.08 | -0.34% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,491 | $698,917 | $691,514.26 | -$7,402.74 | -1.06% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 4,286 | $308,640.04 | $312,277.96 | $3,637.92 | 1.18% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 51,647 | $3.72M | $3.76M | $44,981.35 | 1.21% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,297 | $242,791 | $240,219.42 | -$2,571.58 | -1.06% |
Kaitlyn Barnes Financial Architects, LLC | 262,008 | $19.24M | $19.09M | -$153,061.4 | -0.8% |