| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CD Cole Dimond Caliber Wealth Management LLC / KS | 8,499 | $391,267.23 | $386,109.57 | -$5,115.17 | -1.31% |
| MS Mike Silane 21 West Wealth Management LLC | 78,042 | $3.57M | $3.55M | -$28,107.41 | -0.79% |
| IRP Investment Research Partners LLC Investment Research Partners LLC | 5,589 | $254,950 | $253,908.27 | -$1,013.78 | -0.4% |
| JB Justin Boggs Optima Capital LLC | 2,311 | $107,029 | $104,988.73 | -$2,028.72 | -1.89% |
| JL Jon Lewis Midwest Trust Co | 4,493 | $204,971 | $204,116.99 | -$831.55 | -0.41% |
| HIW Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 223,497 | $10.24M | $10.15M | -$81,169.63 | -0.79% |
| CTC Caldwell Trust Co Caldwell Trust Co | 746 | $33,971.07 | $33,890.78 | -$76.56 | -0.22% |
| SHS Sarah H. Schmidt Summit Wealth Group LLC / CO | 12,455 | $573,038.06 | $565,830.65 | -$7,145.14 | -1.25% |
| TAG Todd Arthur Gomes Sonoma Allocations LLC | 199,712 | $9.35M | $9.07M | -$272,663.56 | -2.92% |
| PAW Plan A Wealth LLC Plan A Wealth LLC | 16,508 | $761,915.04 | $749,958.44 | -$11,874.06 | -1.56% |