| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amy Taylor Pingora Partners LLC | 1,200 | $359,340 | $339,072 | -$20,268 | -5.64% |
Alan Gilmore Private Wealth Management Group, LLC | 8 | $2,632 | $2,232.4 | -$399.6 | -15.18% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 53,975 | $16.41M | $14.97M | -$1.44M | -8.76% |
Alana Parm MORTON COMMUNITY BANK | 15,477 | $4.62M | $4.37M | -$242,448.64 | -5.25% |
| FTM F. Thomas Mosley Mosley Wealth Management | 9 | $2,400.75 | $2,511.45 | $110.7 | 4.61% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 948 | $254,548.16 | $267,866.88 | $13,318.72 | 5.23% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 31 | $9,283 | $8,630.4 | -$652.6 | -7.03% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 334 | $99,903.35 | $93,202.7 | -$6,700.65 | -6.71% |
Corey Saft Sivia Capital Partners, LLC | 3,720 | $992,310.13 | $1.04M | $45,755.83 | 4.61% |
Kyle Jones Pineridge Advisors LLC | 66 | $19,468.29 | $18,417.3 | -$1,050.99 | -5.4% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 830 | $234,135 | $234,367.1 | $232.1 | 0.1% |
Ashley Meredith Abel Hall, LLC | 1,363 | $367,044.89 | $380,345.13 | $13,300.24 | 3.62% |
Joshua Bailey MUIRFIELD WEALTH ADVISORS LLC | 784 | $209,132 | $221,378.08 | $12,246.08 | 5.86% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 1,540 | $463,955.19 | $429,736.98 | -$34,218.21 | -7.38% |
Douglas E. Morisoli Fairman Group, LLC | 35 | $10,481 | $9,766.75 | -$714.25 | -6.81% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 743 | $208,990 | $206,115.63 | -$2,874.37 | -1.38% |
| WL Wealthcollab LLC WealthCollab, LLC | 13 | $3,584 | $3,670.81 | $86.81 | 2.42% |
Ian Jameson American Capital Advisory, LLC | 1,375 | $411,568.16 | $383,693.73 | -$27,874.43 | -6.77% |
Joel W. Lake Capstone Wealth Management, LLC | 871 | $240,117 | $243,052.54 | $2,935.54 | 1.22% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 2,075 | $647,974.1 | $579,028.73 | -$68,945.37 | -10.64% |