| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Dimond Caliber Wealth Management LLC / KS | 1,688 | $220,887.56 | $203,842.88 | -$17,044.68 | -7.72% |
David R. Hess Wealth Management Associates Inc. | 5,933 | $615,568.06 | $716,617.4 | $101,049.34 | 16.42% |
Nicole Reese WPG Advisers LLC | 1,046 | $119,500.6 | $124,348.48 | $4,847.88 | 4.06% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 11 | $1,362.55 | $1,312.08 | -$50.47 | -3.7% |
Benjamin S. Smith Smith Asset Management Co LLC | 2,619 | $282,176.36 | $313,324.06 | $31,147.7 | 11.04% |
Reliant Investment Partners LLC Reliant Investment Partners LLC | 62,256 | $6.75M | $7.41M | $660,328.63 | 9.78% |
| AS Aryn Sands GK Wealth Management LLC | 188 | $21,412 | $22,219.72 | $807.72 | 3.77% |
Towarzystwo Funduszy Inwestycyjnych PZU SA Towarzystwo Funduszy Inwestycyjnych PZU SA | 1,134 | $117,224.32 | $137,304.72 | $20,080.4 | 17.13% |
Horan Wealth LLC Horan Wealth LLC | 7,531 | $919,962.73 | $910,384.93 | -$9,577.8 | -1.04% |
Maseco LLP Maseco LLP | 96 | $11,927.84 | $11,601.6 | -$326.24 | -2.74% |
Charter Capital Management LLC\DE Charter Capital Management LLC\DE | 2,592 | $338,934.53 | $309,588.48 | -$29,346.05 | -8.66% |
Robert Amato Compass Wealth Management LLC/GA | 1,759 | $207,562 | $210,182.91 | $2,620.91 | 1.26% |
Jon Lewis Midwest Trust Co | 134,656 | $15.91M | $16.29M | $383,735.42 | 2.41% |
Brennan Lee Cherokee Insurance Co | 10,700 | $1.15M | $1.27M | $119,198 | 10.34% |
John H. Bai Credential Securities Inc. | 8,986 | $684,464.78 | $1.09M | $402,706.43 | 58.84% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 13,600 | $1.61M | $1.64M | $36,523.22 | 2.27% |
Jordan Grabowski Alpha Zero LLC | 4,521 | $580,552.1 | $538,948.41 | -$41,603.69 | -7.17% |
Molly Wheeler Burk Holdings LLC | 86 | $11,261 | $10,408.15 | -$852.85 | -7.57% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 1,188 | $132,069.28 | $143,462.88 | $11,393.6 | 8.63% |
Caldwell Trust Co Caldwell Trust Co | 32,348 | $3.08M | $3.93M | $843,887.79 | 27.38% |