| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
KKM Financial LLC KKM Financial LLC | 6,877 | $628,380.42 | $631,171.06 | $2,790.64 | 0.44% |
David Vollmer PFS Partners, LLC | 981 | $102,484.42 | $89,771.31 | -$12,713.11 | -12.4% |
Benj Foor Frazier Financial Advisors, LLC | 1 | $87.71 | $91.53 | $3.82 | 4.36% |
Angela Kelley HTLF Bank | 37,383 | $3.36M | $3.43M | $74,726.6 | 2.23% |
Amir Har-El Savvy Advisors, Inc. | 32,299 | $3.1M | $2.96M | -$139,671.16 | -4.5% |
United Advisor Group LLC United Advisor Group, LLC | 9,912 | $899,538.34 | $906,601.08 | $7,062.74 | 0.79% |
CARL LYMANGOOD Petros Family Wealth, LLC | 2,354 | $226,642.84 | $215,955.96 | -$10,686.88 | -4.72% |
Steven JE Manders BKM Wealth Management, LLC | 13,692 | $1.24M | $1.26M | $21,584.48 | 1.75% |
Kent Keister Bear Mountain Capital, Inc. | 2 | $175.83 | $183.5 | $7.67 | 4.36% |
Thomas Hood Alternative Investment Advisors, LLC. | 61,165 | $5.24M | $5.61M | $370,143.69 | 7.06% |
Keisuke Ichihara Rakuten Securities, Inc. | 32 | $3,086 | $2,928.64 | -$157.36 | -5.1% |
Luke Bunch OxenFree Capital LLC | 16,937 | $1.54M | $1.55M | $14,673.97 | 0.95% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 395 | $38,030.64 | $36,235.32 | -$1,795.32 | -4.72% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 3,884 | $374,102.44 | $356,395.84 | -$17,706.6 | -4.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,716 | $160,007.79 | $156,516.36 | -$3,491.43 | -2.18% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 422 | $39,651.2 | $38,748.04 | -$903.16 | -2.28% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 15,033 | $1.36M | $1.37M | $11,559.56 | 0.85% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 34 | $3,274.9 | $3,119.84 | -$155.06 | -4.73% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 40,223 | $3.83M | $3.69M | -$138,320.04 | -3.61% |
Angela Mari Abich Financial Wealth Management LLC | 3,083 | $292,569.92 | $282,186.99 | -$10,382.93 | -3.55% |