| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 27,645 | $691,220.28 | $694,580.62 | $3,360.34 | 0.49% |
Mark Weber DecisionMap Wealth Management, LLC | 28,448 | $724,205.82 | $714,471.52 | -$9,734.3 | -1.34% |
Benj Foor Frazier Financial Advisors, LLC | 3,987 | $98,878 | $100,173.37 | $1,295.37 | 1.31% |
Derek Ripp Austin Wealth Management, LLC | 254,493 | $6.31M | $6.39M | $79,195.23 | 1.25% |
Angela Kelley HTLF Bank | 191,411 | $4.86M | $4.81M | -$54,016.34 | -1.11% |
Amir Har-El Savvy Advisors, Inc. | 226,270 | $5.63M | $5.69M | $54,492.73 | 0.97% |
United Advisor Group LLC United Advisor Group, LLC | 19,222 | $476,349.36 | $482,952.75 | $6,603.39 | 1.39% |
Jeff Ramsey Quotient Wealth Partners, LLC | 36,874 | $922,964.55 | $926,459.25 | $3,494.7 | 0.38% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 9,234 | $234,028.89 | $232,004.25 | -$2,024.64 | -0.87% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 17,221 | $436,813.84 | $432,677.62 | -$4,136.22 | -0.95% |
Anthony Blagrove Traveka Wealth, LLC | 68,076 | $1.72M | $1.71M | -$11,913.02 | -0.69% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 240 | $5,947 | $6,030 | $83 | 1.4% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 11,218 | $279,776.82 | $281,852.25 | $2,075.43 | 0.74% |
| PWP Prairieview Wealth Partners LLC PRAIRIEVIEW WEALTH PARTNERS, LLC | 19,141 | $474,314.22 | $480,917.62 | $6,603.4 | 1.39% |
Christopher Griffith Stablepoint Partners, LLC | 17,327 | $438,136.64 | $435,514.14 | -$2,622.5 | -0.6% |
Seth Hodes Able Wealth Management LLC | 44,544 | $1.13M | $1.12M | -$12,929.33 | -1.14% |
Kevin Kuhn Kuhn & Co Investment Counsel | 26,871 | $679,062.4 | $675,133.87 | -$3,928.53 | -0.58% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 172 | $4,325.59 | $4,321.5 | -$4.09 | -0.09% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 70,584 | $1.78M | $1.77M | -$9,034.09 | -0.51% |
Kyle Jones Pineridge Advisors LLC | 48,407 | $1.23M | $1.22M | -$11,373.25 | -0.93% |