| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael Yoder Yoder Wealth Management Inc. | 49,002 | $960,700.98 | $950,393.79 | -$10,307.19 | -1.07% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 1.37M | $27.13M | $26.64M | -$483,632.69 | -1.78% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 4,963 | $97,391.07 | $96,257.38 | -$1,133.69 | -1.16% |
| AK Alisha Kamadia United Community Bank | 8,005 | $157,858.41 | $155,657.22 | -$2,201.19 | -1.39% |
Mark Weber DecisionMap Wealth Management, LLC | 22,488 | $435,482.72 | $436,154.76 | $672.04 | 0.15% |
James Rankin Modern Wealth Management, LLC | 26,874 | $525,118 | $522,027.45 | -$3,090.55 | -0.59% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 40,117 | $795,074.59 | $778,069.21 | -$17,005.38 | -2.14% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1 | $19.86 | $19.4 | -$0.46 | -2.32% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,384 | $66,733 | $65,734.2 | -$998.8 | -1.5% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 2,542 | $48,998 | $49,302.09 | $304.09 | 0.62% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 517,756 | $10.27M | $10.07M | -$201,273.65 | -1.96% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 13,813 | $273,359 | $267,903.13 | -$5,455.87 | -2% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 42,531 | $842,007.1 | $824,888.74 | -$17,118.36 | -2.03% |
Bradley Wilson Crews Bank & Trust | 8,975 | $177,349.97 | $174,070.12 | -$3,279.85 | -1.85% |
| BM Berkeley Meredith Hughes Financial Services LLC | 110,044 | $2.18M | $2.13M | -$49,304.7 | -2.26% |
| BK Bud Kahn Wealth Management Strategies Inc. | 665,885 | $13.21M | $12.91M | -$299,937.63 | -2.27% |
Matthew Chester Tableaux LLC | 35,237 | $698,593.15 | $683,773.98 | -$14,819.17 | -2.12% |
| LC Leslie Childs MB Levis & Associates LLC | 880 | $16,984.02 | $17,067.6 | $83.58 | 0.49% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,148 | $22,432 | $22,265.46 | -$166.54 | -0.74% |