| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jill Batley Gateway Wealth Partners LLC | 11,142 | $183,398 | $182,227.41 | -$1,170.59 | -0.64% |
Jennifer Henry Continuum Wealth Advisors LLC | 60,305 | $1.01M | $986,288.27 | -$19,587.87 | -1.95% |
| MY Michael Yoder Yoder Wealth Management Inc. | 10,100 | $165,792 | $165,185.5 | -$606.5 | -0.37% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 15,366 | $247,700 | $251,310.93 | $3,610.93 | 1.46% |
Berkeley Harrison Sterling Financial Group, Inc. | 26,072 | $418,440.2 | $426,407.56 | $7,967.36 | 1.9% |
Elliot Kallen Prosperity Wealth Management, Inc. | 20,775 | $346,677.18 | $339,775.12 | -$6,902.06 | -1.99% |
Christopher C. Powers Farther Finance Advisors, LLC | 69,158 | $1.14M | $1.13M | -$7,929.22 | -0.7% |
James Rankin Modern Wealth Management, LLC | 516,916 | $8.55M | $8.45M | -$93,510.98 | -1.09% |
Craig Silberg EVERPAR ADVISORS LLC | 90,601 | $1.49M | $1.48M | -$13,144.92 | -0.88% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 638,344 | $10.63M | $10.44M | -$190,057.1 | -1.79% |
David McNeely Darden Wealth Group Inc | 12,000 | $198,360 | $196,260 | -$2,100 | -1.06% |
Alana Parm MORTON COMMUNITY BANK | 248,434 | $4.14M | $4.06M | -$75,527.54 | -1.82% |
D. Garet Strange Hobbs Group Advisors, LLC | 43,204 | $717,761.86 | $706,601.42 | -$11,160.44 | -1.55% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 220,895 | $3.6M | $3.61M | $10,135.75 | 0.28% |
Coordinated Financial Services Inc. Coordinated Financial Services, Inc./CO | 33,676 | $543,393.17 | $550,770.98 | $7,377.81 | 1.36% |
Samantha Cox Capital Investment Counsel, LLC | 1.31M | $21.38M | $21.4M | $20,337.85 | 0.1% |
Taryn Anderson YANKCOM Partnership | 20,733 | $338,919.13 | $338,984.55 | $65.42 | 0.02% |
| WWA Wingate Wealth Advisors Inc. Wingate Wealth Advisors Inc. | 17,804 | $297,193.61 | $291,273.44 | -$5,920.17 | -1.99% |
| MWM Mindset Wealth Management LLC Mindset Wealth Management LLC | 11,370 | $187,946 | $186,297.45 | -$1,648.55 | -0.88% |
| PS Paula Spurgeon BankPlus Trust Department | 600 | $9,876 | $9,828 | -$48 | -0.49% |