| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Bowers BridgePort Financial Solutions, LLC | 12,811 | $309,058.77 | $309,513.76 | $454.99 | 0.15% |
Chad Warrick Summit Wealth Partners, LLC | 24,186 | $574,117.48 | $584,333.76 | $10,216.28 | 1.78% |
Cass A. Gilbert Gilbert Capital Group, Inc. | 38,841 | $942,774.74 | $938,204.35 | -$4,570.39 | -0.48% |
Aldis Birkans Bank of Jackson Hole Trust | 3,525 | $85,018.52 | $85,199.25 | $180.73 | 0.21% |
| KE Karen Eamon Next Level Wealth Planning LLC | 11,367 | $276,673 | $274,797.22 | -$1,875.78 | -0.68% |
Howard Teutsch Arcadia Investment Advisors LLC | 393,504 | $9.99M | $9.51M | -$482,807.49 | -4.83% |
Mark T. Williams InvesTrust | 353,843 | $8.49M | $8.55M | $58,842.72 | 0.69% |
Bradley Wilson Crews Bank & Trust | 222,525 | $5.35M | $5.38M | $28,899.84 | 0.54% |
ADG Wealth Management Group LLC ADG Wealth Management Group LLC | 29,322 | $711,713.95 | $708,859.35 | -$2,854.6 | -0.4% |
| CJC Christopher J. Ciehanski Centricity Wealth Management LLC | 203,151 | $4.88M | $4.91M | $33,293.39 | 0.68% |
| AA Alvin Anton Summit Investment Advisors Inc. | 262,378 | $6.3M | $6.34M | $42,566.16 | 0.68% |
AssuredPartners Investment Advisors LLC AssuredPartners Investment Advisors LLC | 88,262 | $2.13M | $2.13M | $1,329.85 | 0.06% |
Riverchase Wealth Management LLC Riverchase Wealth Management LLC | 110,707 | $2.68M | $2.68M | -$800.63 | -0.03% |
Maridea Wealth Management LLC Maridea Wealth Management LLC | 9,204 | $223,465.17 | $222,506.7 | -$958.47 | -0.43% |
| JH Julie Hazzard 10Elms LLP | 98,054 | $2.37M | $2.37M | $1,052.06 | 0.04% |
| SS Spencer Schwarting Cornerstone Financial Group LLC /NE/ | 11,245 | $269,585.26 | $271,847.87 | $2,262.61 | 0.84% |
TFR Capital LLC TFR Capital LLC | 119,133 | $2.89M | $2.88M | -$11,961.51 | -0.41% |
Tim Thomas Members Wealth LLC | 152,799 | $3.71M | $3.69M | -$14,230.44 | -0.38% |
Matthew Chester Tableaux LLC | 30,306 | $736,802.49 | $732,496.02 | -$4,306.47 | -0.58% |
Horan Wealth LLC Horan Wealth LLC | 34,156 | $831,349.37 | $825,721.3 | -$5,628.07 | -0.68% |