| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nicholas Brown Granite Harbor Advisors Inc. | 35,476 | $900,205.28 | $886,013.1 | -$14,192.18 | -1.58% |
Michael Yoder Yoder Wealth Management Inc. | 13,975 | $351,245 | $349,063.36 | -$2,181.64 | -0.62% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 229,986 | $5.77M | $5.74M | -$27,599.89 | -0.48% |
Michael Ryan Michael S. Ryan, Inc. | 108,014 | $2.71M | $2.7M | -$14,940.14 | -0.55% |
Nancy Smetek Arcataur Capital Management LLC | 93,655 | $2.35M | $2.34M | -$11,467 | -0.49% |
Annmarie Young KPP Advisory Services LLC | 8,870 | $224,605.05 | $221,439.55 | -$3,165.5 | -1.41% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 15,838 | $401,626.16 | $395,712.43 | -$5,913.73 | -1.47% |
Christopher C. Powers Farther Finance Advisors, LLC | 56,790 | $1.44M | $1.42M | -$26,162.79 | -1.81% |
Kevin Bresler TD Waterhouse Canada Inc. | 37,604 | $951,409.17 | $938,595.84 | -$12,813.33 | -1.35% |
| AK Alisha Kamadia United Community Bank | 2,198 | $55,675.64 | $54,873.07 | -$802.57 | -1.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 37,112 | $937,078 | $926,315.52 | -$10,762.48 | -1.15% |
Mark Weber DecisionMap Wealth Management, LLC | 33,044 | $832,495.33 | $825,604.34 | -$6,890.99 | -0.83% |
James Rankin Modern Wealth Management, LLC | 97,557 | $2.47M | $2.44M | -$39,074.64 | -1.58% |
David W. Lewis Lewis Asset Management, LLC | 35,500 | $886,080 | $886,708.35 | $628.35 | 0.07% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 76,597 | $1.93M | $1.91M | -$13,114.57 | -0.68% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 20,048 | $501,832.06 | $500,598.56 | -$1,233.5 | -0.25% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 163,519 | $4.12M | $4.09M | -$31,989.83 | -0.78% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 132,496 | $3.33M | $3.31M | -$21,975.83 | -0.66% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 131 | $3,308 | $3,269.76 | -$38.24 | -1.16% |
Dustin Schick Evergreen Private Wealth LLC | 149,858 | $3.76M | $3.74M | -$23,585.48 | -0.63% |