| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 6.13M | $30.6M | $30.85M | $245,309.85 | 0.8% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 4.31M | $25.06M | $21.72M | -$3.34M | -13.34% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 477,739 | $2.39M | $2.41M | $18,069.66 | 0.76% |
CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 40,122 | $200,209 | $198,603.9 | -$1,605.1 | -0.8% |
| RR rosemary richard WCG Wealth Advisors LLC | 49,199 | $305,952.13 | $251,406.89 | -$54,545.24 | -17.83% |
Jeff Ameen Spire Wealth Management | 5,670 | $38,669.4 | $28,066.5 | -$10,602.9 | -27.42% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 1,697 | $10,808.99 | $8,400.15 | -$2,408.84 | -22.29% |
Andrew Endelman Independent Wealth Network Inc. | 23,873 | $155,062.01 | $118,171.35 | -$36,890.66 | -23.79% |
Brian Landzaat Vista Finance LLC | 1.95M | $12.74M | $9.64M | -$3.1M | -24.31% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 11,180 | $76,061.88 | $55,341 | -$20,720.88 | -27.24% |
Lonny Elfenbein West Michigan Advisors LLC | 134,657 | $866,786.72 | $666,552.15 | -$200,234.57 | -23.1% |
Christopher Pelch Vance Wealth LLC | 21,195 | $125,686.35 | $108,306.45 | -$17,379.9 | -13.83% |
Brenda Bickle Adamsbrown Wealth Consultants LLC | 12,904 | $58,573.12 | $63,874.8 | $5,301.68 | 9.05% |
| EM Erin Mccann Simplicity Wealth LLC | 11,021 | $54,333.53 | $54,664.16 | $330.63 | 0.61% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 65,720 | $310,196.6 | $325,314 | $15,117.4 | 4.87% |
Scott Williams Investmark Advisory Group LLC | 86,806 | $491,809.67 | $437,068.21 | -$54,741.46 | -11.13% |
Kevin Zemann WealthPlan Investment Management LLC | 28,411 | $161,090.37 | $140,634.45 | -$20,455.92 | -12.7% |
David W. Chenet Presidio Capital Management LLC | 24,655 | $114,602.15 | $122,042.25 | $7,440.1 | 6.49% |
Mariana Coli Dunhill Financial LLC | 30,288 | $219,890 | $152,500.08 | -$67,389.92 | -30.65% |
Victoria Latham Fiduciary Alliance LLC | 16,169 | $111,754.09 | $80,036.55 | -$31,717.54 | -28.38% |