| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RPR Ryan P. Ruggaard Ruggaard & Associates LLC | 511,829 | $11.98M | $11.82M | -$162,439.83 | -1.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 195,635 | $4.5M | $4.52M | $19,975.47 | 0.44% |
Dan Stevenson MIDLAND WEALTH ADVISORS LLC | 10,508 | $245,878.72 | $242,577.18 | -$3,301.54 | -1.34% |
Christopher C. Powers Farther Finance Advisors, LLC | 52,431 | $1.23M | $1.21M | -$15,139.47 | -1.24% |
Kevin Bresler TD Waterhouse Canada Inc. | 40,266 | $927,325.25 | $929,540.61 | $2,215.36 | 0.24% |
| AK Alisha Kamadia United Community Bank | 13,150 | $305,869 | $303,567.75 | -$2,301.25 | -0.75% |
Mark Weber DecisionMap Wealth Management, LLC | 30,543 | $705,704.08 | $705,161.51 | -$542.57 | -0.08% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 62,494 | $1.45M | $1.44M | -$5,906.36 | -0.41% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 26,940 | $617,457.79 | $621,909.9 | $4,452.11 | 0.72% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 152,340 | $3.52M | $3.52M | -$6,080.41 | -0.17% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 141,720 | $3.26M | $3.27M | $7,971.96 | 0.24% |
Christian J. Cyr Cyr Financial Inc. | 59,848 | $1.4M | $1.38M | -$16,309.48 | -1.17% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 22,657 | $521,641.55 | $523,107.08 | $1,465.53 | 0.28% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 170,378 | $3.96M | $3.93M | -$21,924.1 | -0.55% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 9,113 | $211,968 | $210,464.73 | -$1,503.27 | -0.71% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 10,589 | $246,724 | $244,552.95 | -$2,171.05 | -0.88% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1.51M | $34.53M | $34.85M | $320,922.68 | 0.93% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 8,920 | $206,766 | $206,007.4 | -$758.6 | -0.37% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 143,958 | $3.34M | $3.32M | -$10,746.98 | -0.32% |
Chad Warrick Summit Wealth Partners, LLC | 16,506 | $383,930 | $381,123.54 | -$2,806.46 | -0.73% |