| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Dean Pelos Commonwealth Retirement Investments LLC | 2,000 | $21,580 | $19,970 | -$1,610 | -7.46% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 234 | $2,525 | $2,338.83 | -$186.17 | -7.37% |
Robert B. LaRue Owen LaRue LLC | 316,424 | $3.14M | $3.15M | $12,086.58 | 0.38% |
| CAD Chelsea A. Delgado Main Street Group Ltd. | 18,166 | $170,068.81 | $181,569.17 | $11,500.36 | 6.76% |
| PIL PFG Investments LLC PFG Investments LLC | 97,159 | $923,410.11 | $959,445.12 | $36,035.01 | 3.9% |
Courtney Holt Compound Planning, Inc. | 108,327 | $1.09M | $1.07M | -$16,017.32 | -1.47% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 3,077 | $32,246.98 | $30,246.91 | -$2,000.07 | -6.2% |
Andrew Halac Talon Private Wealth, LLC | 52,985 | $529,797.02 | $528,790.3 | -$1,006.72 | -0.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 31,625 | $324,155.2 | $311,506.25 | -$12,648.95 | -3.9% |
Courtney Haddad Concurrent Investment Advisors, LLC | 148,725 | $1.45M | $1.46M | $7,220.8 | 0.5% |
James Rankin Modern Wealth Management, LLC | 16,591 | $152,997.87 | $164,333.85 | $11,335.98 | 7.41% |
Angela Kelley HTLF Bank | 12,550 | $106,424.24 | $125,437.25 | $19,013.01 | 17.87% |
Amir Har-El Savvy Advisors, Inc. | 39,377 | $405,586.37 | $389,635.41 | -$15,950.96 | -3.93% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 460 | $4,048 | $4,593.1 | $545.1 | 13.47% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 11,317 | $97,086.1 | $112,094.88 | $15,008.78 | 15.46% |
Michelle Taylor BALANCED WEALTH GROUP LLC | 32,174 | $282,764.34 | $318,039.99 | $35,275.65 | 12.48% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 601 | $6,004 | $5,946.89 | -$57.11 | -0.95% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 20,000 | $164,421.76 | $198,400 | $33,978.24 | 20.67% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,312 | $12,870 | $12,923.2 | $53.2 | 0.41% |
David Novak Novak & Powell Financial Services, Inc. | 60,166 | $520,818.51 | $598,350.87 | $77,532.36 | 14.89% |