| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amber Anderson Aspen Wealth Strategies LLC | 5,006 | $251,162.94 | $252,903.12 | $1,740.18 | 0.69% |
| MN Mark Neitzel M1 Capital Management LLC | 4,614 | $232,683.56 | $233,099.28 | $415.72 | 0.18% |
Alexandra Stickelman Root Financial Partners, LLC | 1,799 | $91,285.38 | $90,885.48 | -$399.9 | -0.44% |
Katherine Stoner Empower Advisory Group, LLC | 4,377 | $219,945.13 | $221,126.04 | $1,180.91 | 0.54% |
Shawn Scholz Impact Partnership Wealth, LLC | 30,642 | $1.55M | $1.55M | -$5,957.12 | -0.38% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 123 | $6,239 | $6,213.96 | -$25.04 | -0.4% |
Bradley H. Owens LJI Wealth Management, LLC | 33,245 | $1.68M | $1.68M | -$3,323.6 | -0.2% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 33,473 | $1.69M | $1.69M | -$2,008.33 | -0.12% |
John Hayes LongView Wealth Management | 45,641 | $2.31M | $2.31M | -$3,261.78 | -0.14% |
Andrew Halac Talon Private Wealth, LLC | 12,523 | $635,032.98 | $632,661.96 | -$2,371.02 | -0.37% |
Norden Group LLC NORDEN GROUP LLC | 4,690 | $237,971.12 | $236,938.8 | -$1,032.32 | -0.43% |
Denise Reinert CGC Financial Services, LLC | 9,118 | $459,401.54 | $460,641.36 | $1,239.82 | 0.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 71,859 | $3.63M | $3.63M | -$2,661.72 | -0.07% |
NICOLE MARTIN Arlington Trust Co LLC | 37 | $1,871 | $1,869.24 | -$1.76 | -0.09% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,219 | $263,261.86 | $263,663.88 | $402.02 | 0.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 136,100 | $6.9M | $6.88M | -$25,643.73 | -0.37% |
Angela Kelley HTLF Bank | 76,633 | $3.89M | $3.87M | -$16,860.08 | -0.43% |
United Advisor Group LLC United Advisor Group, LLC | 4,242 | $215,279.26 | $214,305.84 | -$973.42 | -0.45% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1 | $50.62 | $50.52 | -$0.1 | -0.2% |
PETER KRUSSEL Southland Equity Partners LLC | 10,387 | $521,206.14 | $524,751.24 | $3,545.1 | 0.68% |