| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HFA Highland Financial Advisors LLC Highland Financial Advisors LLC | 11,698 | $254,782.44 | $252,150.39 | -$2,632.05 | -1.03% |
Stephen Smith Kestra Investment Management LLC | 16,847 | $366,666.43 | $363,137.08 | -$3,529.35 | -0.96% |
Kurt Ahrens Mendota Financial Group LLC | 31,807 | $698,200.94 | $685,599.88 | -$12,601.06 | -1.8% |
Walter J. West Milestone Asset Management LLC | 12,835 | $277,878 | $276,658.42 | -$1,219.58 | -0.44% |
| KLM Kate L. Miller STAR Financial Bank | 17,319 | $378,305.99 | $373,224.45 | -$5,081.54 | -1.34% |
Nicholas Brown Granite Harbor Advisors Inc. | 28,821 | $626,625.04 | $621,236.65 | -$5,388.39 | -0.86% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 99,482 | $2.17M | $2.14M | -$21,120.34 | -0.98% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,291 | $135,786.09 | $135,602.5 | -$183.59 | -0.14% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,614 | $100,395.52 | $99,454.77 | -$940.75 | -0.94% |
Mark Weber DecisionMap Wealth Management, LLC | 20,302 | $436,146.69 | $437,609.61 | $1,462.92 | 0.34% |
James Rankin Modern Wealth Management, LLC | 24,234 | $524,666 | $522,848.55 | -$1,817.45 | -0.35% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 59,547 | $1.3M | $1.28M | -$13,943.09 | -1.07% |
Rob Dainard Hara Capital LLC | 4,000 | $86,000.15 | $86,100 | $99.85 | 0.12% |
Christian J. Cyr Cyr Financial Inc. | 14,381 | $315,250.2 | $309,982.45 | -$5,267.75 | -1.67% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,266 | $112,405.49 | $113,508.63 | $1,103.14 | 0.98% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 436,563 | $9.52M | $9.41M | -$107,006.05 | -1.12% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,672 | $343,295 | $337,809.96 | -$5,485.04 | -1.6% |
Chris Bulman Inc. Chris Bulman Inc | 35,591 | $781,048.35 | $767,164 | -$13,884.35 | -1.78% |
Chad Warrick Summit Wealth Partners, LLC | 17,333 | $392,729.6 | $373,612.81 | -$19,116.79 | -4.87% |
| BCF Bryan Charles Foronjy Foronjy Financial LLC | 315,571 | $6.91M | $6.8M | -$111,059.02 | -1.61% |