| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Timothy J. Landolt Endowment Wealth Management Inc. | 8,137 | $822,956 | $770,248.42 | -$52,707.58 | -6.4% |
Candace Cavalier Congress Wealth Management LLC / DE / | 44,599 | $4.76M | $4.22M | -$538,568.88 | -11.31% |
Dan Fitzgerald Pinnacle Financial Group LLC / IL | 4,467 | $420,988.4 | $422,846.22 | $1,857.82 | 0.44% |
Heidi Mark ENDEAVOR PRIVATE WEALTH Inc. | 4,424 | $421,398.8 | $420,501.21 | -$897.59 | -0.21% |
Jacob B. Rue Shore Point Advisors LLC | 18,491 | $1.61M | $1.75M | $143,513.29 | 8.93% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 4,555 | $450,766.2 | $431,176.3 | -$19,589.9 | -4.35% |
| RM Robert Macaulay Jmac Enterprises LLC | 70,412 | $6.32M | $6.67M | $343,681.24 | 5.44% |
Timothy Tenneriello Oliver Lagore Vanvalin Investment Group | 916 | $81,741.37 | $86,708.56 | $4,967.19 | 6.08% |
| PSC PayPay Securities Corp. PayPay Securities Corp. | 9 | $846.8 | $851.94 | $5.14 | 0.61% |
Penny A. Phillips Journey Strategic Wealth LLC | 4,837 | $435,062.8 | $457,870.42 | $22,807.62 | 5.24% |
Caroline Jankowski Operose Advisors LLC | 1,300 | $121,713.4 | $123,422 | $1,708.6 | 1.4% |
Stefan Demuth Ameliora Wealth Management Ltd. | 250 | $20,630 | $23,665 | $3,035 | 14.71% |
Kelly Kaczmarczyk Dravo Bay LLC | 2,627 | $233,982.5 | $249,144.68 | $15,162.18 | 6.48% |
Sean Reitenbach Prosperity Consulting Group LLC | 16,640 | $1.56M | $1.58M | $19,464.28 | 1.25% |
Bill McVay Red Tortoise LLC | 1,574 | $134,736.2 | $148,994.84 | $14,258.64 | 10.58% |
Samantha Pierangeli City State Bank | 9,620 | $831,505.99 | $910,629.2 | $79,123.21 | 9.52% |
Michael Schneck Gridiron Partners LLC | 85,221 | $8.07M | $8.07M | $956.02 | 0.01% |
Randy D. Kurtz Upper Left Wealth Management LLC | 2,574 | $234,435.94 | $243,654.84 | $9,218.9 | 3.93% |
W. Travis McKinney HB Wealth Management LLC | 2,362 | $201,620.68 | $223,586.92 | $21,966.24 | 10.89% |
Jeremy Baltz Raleigh Capital Management Inc. | 7 | $666.33 | $662.62 | -$3.71 | -0.56% |