| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 29,370 | $707,535.06 | $711,928.8 | $4,393.74 | 0.62% |
Nancy Smetek Arcataur Capital Management LLC | 66,338 | $1.59M | $1.61M | $17,906.79 | 1.13% |
Annmarie Young KPP Advisory Services LLC | 17,115 | $415,094.74 | $414,867.6 | -$227.14 | -0.05% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 11,029 | $267,233 | $267,342.96 | $109.96 | 0.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 32,881 | $797,250.97 | $797,035.44 | -$215.53 | -0.03% |
Syon Capital LLC SYON CAPITAL LLC | 150,764 | $3.65M | $3.65M | -$5,135.47 | -0.14% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,791 | $139,757.22 | $140,373.84 | $616.62 | 0.44% |
| AK Alisha Kamadia United Community Bank | 3,237 | $78,464.45 | $78,335.4 | -$129.05 | -0.16% |
Mark Weber DecisionMap Wealth Management, LLC | 32,183 | $777,849.16 | $780,115.92 | $2,266.76 | 0.29% |
James Rankin Modern Wealth Management, LLC | 101,525 | $2.46M | $2.46M | -$1,444.57 | -0.06% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 68,724 | $1.65M | $1.67M | $16,048.33 | 0.97% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 17,302 | $413,736.25 | $419,400.48 | $5,664.23 | 1.37% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 147,912 | $3.55M | $3.59M | $32,006.56 | 0.9% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 138,259 | $3.32M | $3.35M | $22,668.25 | 0.68% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 135 | $3,271 | $3,272.4 | $1.4 | 0.04% |
Dustin Schick Evergreen Private Wealth LLC | 155,968 | $3.74M | $3.78M | $42,695.34 | 1.14% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 21,420 | $511,723.2 | $519,220.8 | $7,497.6 | 1.47% |
DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 12,500 | $301,381 | $302,250 | $869 | 0.29% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 68,501 | $1.66M | $1.66M | $494.96 | 0.03% |
Mark Weiskind Fairway Wealth LLC | 1,155 | $27,986 | $27,997.2 | $11.2 | 0.04% |