| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SS Stephen Smith Kestra Investment Management LLC | 16,015 | $348,653.71 | $345,683.77 | -$2,969.94 | -0.85% |
Kurt Ahrens Mendota Financial Group LLC | 31,807 | $698,200.94 | $686,554.09 | -$11,646.85 | -1.67% |
| KLM Kate L. Miller STAR Financial Bank | 17,723 | $387,101.07 | $382,550.95 | -$4,550.12 | -1.18% |
| MH Michaela Herlihy BEACON FINANCIAL PLANNING Inc. | 9,569 | $209,007 | $206,546.86 | -$2,460.14 | -1.18% |
| NB Nicholas Brown Granite Harbor Advisors Inc. | 43,727 | $946,174.43 | $943,847.29 | -$2,327.14 | -0.25% |
Jenna Laws Evexia Wealth LLC | 35,453 | $761,794.3 | $765,253 | $3,458.7 | 0.45% |
Alexandra Stickelman Root Financial Partners, LLC | 586 | $12,800 | $12,648.81 | -$151.19 | -1.18% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 85,513 | $1.86M | $1.85M | -$17,221.76 | -0.92% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 6,291 | $135,786.09 | $135,791.23 | $5.14 | - |
Christopher C. Powers Farther Finance Advisors, LLC | 4,570 | $99,443 | $98,666.3 | -$776.7 | -0.78% |
Mark Weber DecisionMap Wealth Management, LLC | 15,827 | $339,263.01 | $341,625.79 | $2,362.78 | 0.7% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 59,167 | $1.29M | $1.28M | -$12,131.97 | -0.94% |
Rob Dainard Hara Capital LLC | 4,832 | $103,888.18 | $104,277.94 | $389.76 | 0.38% |
Christian J. Cyr Cyr Financial Inc. | 14,094 | $309,036.64 | $304,158.39 | -$4,878.25 | -1.58% |
Kelly Richert Clayton Financial Group LLC | 1,066 | $23,391.4 | $23,009.61 | -$381.79 | -1.63% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 5,266 | $112,405.49 | $113,666.61 | $1,261.12 | 1.12% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 424,929 | $9.27M | $9.17M | -$93,021.98 | -1% |
Tammy Trenta FF Advisors,LLC | 47,308 | $1.03M | $1.02M | -$5,395.32 | -0.53% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 15,672 | $343,295 | $338,358.48 | -$4,936.52 | -1.44% |
Chris Bulman Inc. Chris Bulman Inc | 38,828 | $852,084.67 | $838,296.52 | -$13,788.15 | -1.62% |