| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 29,217 | $694,480 | $690,105.54 | -$4,374.46 | -0.63% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29,051 | $693,679.91 | $686,329.87 | -$7,350.04 | -1.06% |
| MA mason adams PVG ASSET MANAGEMENT Corp. | 10,488 | $250,121.1 | $247,516.8 | -$2,604.3 | -1.04% |
| BR Bill Reuther SILVER OAK SECURITIES Inc.ORPORATED | 41,930 | $1.01M | $990,386.6 | -$15,862.43 | -1.58% |
PAX Financial Group PAX Financial Group LLC | 348,665 | $8.13M | $8.23M | $93,888.97 | 1.15% |
| YA Yinka Akinsola Blue Trust Inc. | 17,055 | $412,731 | $402,498 | -$10,233 | -2.48% |
| RWM Revisor Wealth Management LLC Revisor Wealth Management LLC | 50,838 | $1.22M | $1.2M | -$16,045.55 | -1.32% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 1,085 | $25,866.4 | $25,649.4 | -$217 | -0.84% |
Matthew B. Boersen Straight Path Wealth Management | 10,898 | $263,731.6 | $257,192.8 | -$6,538.8 | -2.48% |
David Lutz LifeGuide Financial Advisors LLC | 29,545 | $688,858.01 | $697,262 | $8,403.99 | 1.22% |
| EM Erin Mccann Simplicity Wealth LLC | 58,365 | $1.4M | $1.38M | -$19,782.31 | -1.42% |
Allison Brooke Blake WorthPointe LLC | 154,171 | $3.73M | $3.64M | -$92,502.6 | -2.48% |
Amanda Hawley Atria Wealth Solutions Inc. | 12,544 | $296,085.47 | $296,038.4 | -$47.07 | -0.02% |
Eric Dahm Range Financial Group LLC | 152,721 | $3.65M | $3.6M | -$40,795.97 | -1.12% |
Adam Schwallier Schwallier Wealth Management LLC | 10,631 | $253,636.88 | $251,316.84 | -$2,320.04 | -0.91% |
| SMK Solomon M. Kilgroe Cyndeo Wealth Partners LLC | 24,931 | $587,094.88 | $588,371.6 | $1,276.72 | 0.22% |
Jill Batley Gateway Wealth Partners LLC | 10,396 | $248,028 | $245,345.6 | -$2,682.4 | -1.08% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 47,710 | $1.12M | $1.13M | $10,438.47 | 0.93% |
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 14,500 | $344,665 | $343,360 | -$1,305 | -0.38% |
Nicole Renaux Pioneer Wealth Management Group | 23,605 | $565,674.06 | $557,078 | -$8,596.06 | -1.52% |