| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Christopher C. Powers Farther Finance Advisors, LLC | 101,414 | $5.16M | $5.17M | $4,982.81 | 0.1% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 282,726 | $14.43M | $14.41M | -$19,118.26 | -0.13% |
Jae Cho Marex Group plc | 85,550 | $4.36M | $4.36M | $660.09 | 0.02% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 9,511 | $484,285.92 | $484,633 | $347.08 | 0.07% |
| KS Kristi Shields ROGCO, LP | 1,888 | $96,382.33 | $96,221.92 | -$160.41 | -0.17% |
Kevin Bresler TD Waterhouse Canada Inc. | 2,584 | $131,126.85 | $131,758.16 | $631.31 | 0.48% |
Courtney Haddad Concurrent Investment Advisors, LLC | 16,818 | $855,948.77 | $857,549.82 | $1,601.05 | 0.19% |
Angela Kelley HTLF Bank | 5,900 | $301,431 | $300,693.5 | -$737.5 | -0.24% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 167 | $8,482 | $8,511.15 | $29.15 | 0.34% |
Dane Grouell Turning Point Benefit Group, Inc. | 350,665 | $17.86M | $17.87M | $7,232.37 | 0.04% |
Kent Keister Bear Mountain Capital, Inc. | 4 | $203 | $203.86 | $0.86 | 0.42% |
Joshua Stipcich Tidemark, LLC | 5,848 | $296,025.36 | $297,984.84 | $1,959.48 | 0.66% |
Jaran Day OPINICUS CAPITAL, INC. | 5,802 | $296,182.26 | $295,669.92 | -$512.34 | -0.17% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 491 | $25,016 | $25,016.45 | $0.45 | - |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 35,301 | $1.8M | $1.8M | $1,244.54 | 0.07% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,050 | $359,507.3 | $359,303.25 | -$204.05 | -0.06% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 10,452 | $532,815.47 | $532,685.13 | -$130.34 | -0.02% |
| JGH Joseph G Hetland MOSAIC FINANCIAL GROUP, LLC | 13,137 | $670,654.59 | $669,461.52 | -$1,193.07 | -0.18% |
David McNeely Darden Wealth Group Inc | 80,936 | $4.11M | $4.12M | $16,128.5 | 0.39% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 603 | $30,541.98 | $30,731.89 | $189.91 | 0.62% |