| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 39,013 | $796,907.17 | $788,647.79 | -$8,259.38 | -1.04% |
James Rankin Modern Wealth Management, LLC | 36,585 | $745,054 | $739,199.92 | -$5,854.08 | -0.79% |
Amir Har-El Savvy Advisors, Inc. | 142,531 | $2.9M | $2.88M | -$23,108.44 | -0.8% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 11,154 | $229,167.24 | $225,422.34 | -$3,744.9 | -1.63% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 92 | $1,892 | $1,858.86 | -$33.14 | -1.75% |
Craig Silberg EVERPAR ADVISORS LLC | 73,940 | $1.51M | $1.49M | -$16,722 | -1.11% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 538,903 | $10.98M | $10.9M | -$77,346.13 | -0.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 74,858 | $1.54M | $1.51M | -$21,821 | -1.42% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 27,357 | $558,714.98 | $553,155.8 | -$5,559.18 | -0.99% |
David McNeely Darden Wealth Group Inc | 10,000 | $204,900 | $202,250 | -$2,650 | -1.29% |
Alana Parm MORTON COMMUNITY BANK | 287,499 | $5.81M | $5.81M | $1,084.34 | 0.02% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 44 | $901.63 | $889.68 | -$11.95 | -1.33% |
D. Garet Strange Hobbs Group Advisors, LLC | 35,752 | $730,166.93 | $723,084.2 | -$7,082.73 | -0.97% |
Darin Pilacinski True Vision MN LLC | 35,560 | $717,168.36 | $718,845.4 | $1,677.04 | 0.23% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 249,878 | $5.09M | $5.05M | -$33,501.23 | -0.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 10,503 | $214,304.78 | $212,318.14 | -$1,986.64 | -0.93% |
Andrew Panko Tenon Financial LLC | 131,138 | $2.68M | $2.65M | -$25,071.96 | -0.94% |
Janice M. Powell Diversify Advisory Services, LLC | 19,153 | $388,332 | $387,202.79 | -$1,129.21 | -0.29% |
Taylor Faw Strathmore Capital Advisors, Inc. | 43,290 | $886,146.26 | $875,540.25 | -$10,606.01 | -1.2% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 34,115 | $686,996.9 | $689,975.87 | $2,978.97 | 0.43% |