| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JP Joyce Provost AVISO WEALTH MANAGEMENT | 3,482 | $864,900.39 | $855,214.02 | -$9,686.37 | -1.12% |
Alana Parm MORTON COMMUNITY BANK | 15,917 | $4.13M | $3.93M | -$202,427.08 | -4.9% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,807 | $481,362.62 | $434,944.9 | -$46,417.72 | -9.64% |
Thomas Higgins Balanced Rock Investment Advisors LLC | 1,306 | $343,661.1 | $321,027.86 | -$22,633.24 | -6.59% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,827 | $969,613.11 | $919,513.29 | -$50,099.82 | -5.17% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 333 | $88,344 | $80,129.79 | -$8,214.21 | -9.3% |
Tammy Trenta FF Advisors,LLC | 1,814 | $481,876.22 | $447,586.38 | -$34,289.84 | -7.12% |
Seth Hodes Able Wealth Management LLC | 996 | $228,868 | $235,006.2 | $6,138.2 | 2.68% |
Kevin Kuhn Kuhn & Co Investment Counsel | 2,600 | $671,842.37 | $628,966 | -$42,876.37 | -6.38% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 738 | $169,166.27 | $178,057.26 | $8,890.99 | 5.26% |
Brandon Hobson Silver Coast Investments LLC | 2,976 | $705,617.26 | $734,298.27 | $28,681.01 | 4.06% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 214 | $57,640.37 | $52,802.36 | -$4,838.01 | -8.39% |
Angela Pompian Sunpointe, LLC | 1,556 | $420,114.62 | $372,918.74 | -$47,195.88 | -11.23% |
Todd A. Rustman Clarity Capital Partners LLC | 13,917 | $3.72M | $3.42M | -$304,776.95 | -8.18% |
Kyle Jones Pineridge Advisors LLC | 20 | $6,688.32 | $4,784 | -$1,904.32 | -28.47% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 2,278 | $573,459.73 | $544,305.32 | -$29,154.41 | -5.08% |
Darin Pilacinski True Vision MN LLC | 4,004 | $747,427 | $981,120.14 | $233,693.14 | 31.27% |
Accordant Advisory Group Inc. Accordant Advisory Group Inc | 150 | $28,001 | $35,839.5 | $7,838.5 | 27.99% |
| AWA Adapt Wealth Advisors LLC ADAPT WEALTH ADVISORS, LLC | 1,520 | $389,852.73 | $372,468.4 | -$17,384.33 | -4.46% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 17,455 | $4.02M | $4.16M | $142,801.43 | 3.55% |