| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 171,193 | $4.1M | $4.14M | $38,617.41 | 0.94% |
Michael Ryan Michael S. Ryan, Inc. | 109,984 | $2.57M | $2.66M | $91,336.56 | 3.55% |
Nancy Smetek Arcataur Capital Management LLC | 62,420 | $1.49M | $1.51M | $21,650.1 | 1.45% |
Annmarie Young KPP Advisory Services LLC | 14,320 | $347,627.36 | $346,544 | -$1,083.36 | -0.31% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 15,524 | $377,036.74 | $375,680.8 | -$1,355.94 | -0.36% |
Christopher C. Powers Farther Finance Advisors, LLC | 79,804 | $1.93M | $1.93M | -$1,914.71 | -0.1% |
Kevin Bresler TD Waterhouse Canada Inc. | 26,595 | $642,052.6 | $643,599 | $1,546.4 | 0.24% |
| AK Alisha Kamadia United Community Bank | 12,245 | $296,818.61 | $295,839.2 | -$979.41 | -0.33% |
Mark Weber DecisionMap Wealth Management, LLC | 32,496 | $784,412.23 | $786,403.2 | $1,990.97 | 0.25% |
James Rankin Modern Wealth Management, LLC | 102,219 | $2.48M | $2.47M | -$6,705.89 | -0.27% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 104,158 | $2.5M | $2.52M | $24,012.57 | 0.96% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 22,476 | $536,864.49 | $543,919.2 | $7,054.71 | 1.31% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 169,417 | $4.08M | $4.1M | $24,219.53 | 0.59% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 137,983 | $3.32M | $3.34M | $19,444.88 | 0.59% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 137 | $3,318 | $3,315.4 | -$2.6 | -0.08% |
Dustin Schick Evergreen Private Wealth LLC | 156,823 | $3.76M | $3.8M | $34,094.93 | 0.91% |
Christian J. Cyr Cyr Financial Inc. | 12,156 | $294,420 | $294,175.2 | -$244.8 | -0.08% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 21,522 | $514,445.77 | $520,832.4 | $6,386.63 | 1.24% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 336,581 | $8.15M | $8.13M | -$19,489.07 | -0.24% |
Tammy Trenta FF Advisors,LLC | 17,826 | $432,815.32 | $431,389.2 | -$1,426.12 | -0.33% |