| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 99,285 | $2.54M | $2.53M | -$8,935.35 | -0.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,738 | $70,031 | $69,791.62 | -$239.38 | -0.34% |
James Rankin Modern Wealth Management, LLC | 23,394 | $597,191.77 | $597,014.88 | -$176.89 | -0.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 38 | $974 | $968.62 | -$5.38 | -0.55% |
Dustin Schick Evergreen Private Wealth LLC | 51,630 | $1.32M | $1.32M | $137.41 | 0.01% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 46,522 | $1.18M | $1.19M | $3,595.81 | 0.3% |
Tammy Trenta FF Advisors,LLC | 23,867 | $605,657.51 | $608,369.83 | $2,712.32 | 0.45% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 22,000 | $562,760 | $560,780 | -$1,980 | -0.35% |
Ian Jameson American Capital Advisory, LLC | 2,217 | $56,822 | $56,511.33 | -$310.67 | -0.55% |
David Maxey Heritage Family Offices, LLP | 11,073 | $283,247 | $282,250.77 | -$996.23 | -0.35% |
| TAL TPG Advisors LLC TPG Advisors LLC | 21,049 | $533,550.16 | $536,539.01 | $2,988.85 | 0.56% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 17,321 | $439,139.38 | $441,512.29 | $2,372.91 | 0.54% |
Bradley Wilson Crews Bank & Trust | 37,621 | $950,368.6 | $958,959.29 | $8,590.69 | 0.9% |
| PPL Postrock Partners LLC Postrock Partners LLC | 19,181 | $484,710.23 | $488,923.69 | $4,213.46 | 0.87% |
| BM Berkeley Meredith Hughes Financial Services LLC | 6,761 | $171,107.37 | $172,337.89 | $1,230.52 | 0.72% |
| AAL ArborFi Advisors LLC ArborFi Advisors LLC | 8,282 | $211,798.05 | $211,108.18 | -$689.87 | -0.33% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 828 | $20,849.13 | $21,118.14 | $269.01 | 1.29% |
| JH Julie Hazzard 10Elms LLP | 28,060 | $710,586.95 | $716,091.2 | $5,504.25 | 0.77% |
Tim Thomas Members Wealth LLC | 33,385 | $854,667.47 | $850,983.65 | -$3,683.82 | -0.43% |
Buddy Levy Nestegg Advisors Inc. | 8,264 | $208,854.04 | $210,649.36 | $1,795.32 | 0.86% |