| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Holt Compound Planning, Inc. | 40,032 | $1M | $996,396.48 | -$7,668.41 | -0.76% |
John Shanley Aspect Partners, LLC | 124 | $3,155 | $3,086.36 | -$68.64 | -2.18% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 29,854 | $752,404.59 | $743,066.06 | -$9,338.53 | -1.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 727,550 | $18.28M | $18.11M | -$173,810.21 | -0.95% |
Courtney Haddad Concurrent Investment Advisors, LLC | 27,645 | $691,220.28 | $688,084.05 | -$3,136.23 | -0.45% |
Mark Weber DecisionMap Wealth Management, LLC | 28,448 | $724,205.82 | $708,070.72 | -$16,135.1 | -2.23% |
Benj Foor Frazier Financial Advisors, LLC | 3,987 | $98,878 | $99,555.39 | $677.39 | 0.69% |
Derek Ripp Austin Wealth Management, LLC | 247,742 | $6.15M | $6.17M | $18,018.75 | 0.29% |
Angela Kelley HTLF Bank | 191,411 | $4.86M | $4.76M | -$98,997.92 | -2.04% |
Amir Har-El Savvy Advisors, Inc. | 226,270 | $5.63M | $5.63M | $1,319.28 | 0.02% |
United Advisor Group LLC United Advisor Group, LLC | 19,195 | $475,680.3 | $477,763.55 | $2,083.25 | 0.44% |
Jeff Ramsey Quotient Wealth Partners, LLC | 36,874 | $922,964.55 | $917,793.86 | -$5,170.69 | -0.56% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 9,342 | $236,776.37 | $232,522.38 | -$4,253.99 | -1.8% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 17,040 | $432,163.95 | $424,125.6 | -$8,038.35 | -1.86% |
Anthony Blagrove Traveka Wealth, LLC | 68,076 | $1.72M | $1.69M | -$27,910.88 | -1.62% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 240 | $5,947 | $5,973.6 | $26.6 | 0.45% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 11,850 | $295,854.9 | $294,946.5 | -$908.4 | -0.31% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 18,682 | $462,940.19 | $464,994.98 | $2,054.79 | 0.44% |
Christopher Griffith Stablepoint Partners, LLC | 17,327 | $438,136.64 | $431,269.03 | -$6,867.61 | -1.57% |
Seth Hodes Able Wealth Management LLC | 21,909 | $552,263.78 | $545,315.01 | -$6,948.77 | -1.26% |