| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PIA Panoramic Investment Advisors LLC Panoramic Investment Advisors LLC | 99,644 | $5.04M | $5.02M | -$19,951.24 | -0.4% |
Amber Anderson Aspen Wealth Strategies LLC | 4,968 | $249,261.48 | $250,188.48 | $927 | 0.37% |
| JC Jared Calvert Buck Wealth Strategies LLC | 7,341 | $371,308 | $369,645.78 | -$1,662.22 | -0.45% |
| MN Mark Neitzel M1 Capital Management LLC | 4,117 | $207,619.9 | $207,352.7 | -$267.2 | -0.13% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 118,980 | $6M | $5.99M | -$4,154.31 | -0.07% |
Alexandra Stickelman Root Financial Partners, LLC | 4,211 | $213,297.3 | $212,108.07 | -$1,189.23 | -0.56% |
Katherine Stoner Empower Advisory Group, LLC | 4,344 | $218,291.83 | $218,829 | $537.17 | 0.25% |
Shawn Scholz Impact Partnership Wealth, LLC | 38,992 | $1.98M | $1.96M | -$12,116.81 | -0.61% |
Bradley H. Owens LJI Wealth Management, LLC | 44,735 | $2.26M | $2.25M | -$10,723.17 | -0.47% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 7,723 | $390,629.33 | $389,046.12 | -$1,583.21 | -0.41% |
John Hayes LongView Wealth Management | 45,641 | $2.31M | $2.3M | -$10,107.93 | -0.44% |
Andrew Halac Talon Private Wealth, LLC | 30,235 | $1.53M | $1.52M | -$7,998.1 | -0.52% |
Norden Group LLC NORDEN GROUP LLC | 4,690 | $237,971.12 | $236,235.77 | -$1,735.35 | -0.73% |
Denise Reinert CGC Financial Services, LLC | 8,705 | $438,627.4 | $438,470.85 | -$156.55 | -0.04% |
Christopher C. Powers Farther Finance Advisors, LLC | 398,536 | $20.1M | $20.07M | -$31,228.49 | -0.16% |
NICOLE MARTIN Arlington Trust Co LLC | 37 | $1,871 | $1,863.87 | -$7.13 | -0.38% |
Kevin Bresler TD Waterhouse Canada Inc. | 5,178 | $261,194.23 | $260,815.86 | -$378.37 | -0.14% |
Courtney Haddad Concurrent Investment Advisors, LLC | 155,150 | $7.86M | $7.81M | -$50,061.07 | -0.64% |
James Rankin Modern Wealth Management, LLC | 56,899 | $2.88M | $2.86M | -$13,086.35 | -0.45% |
Angela Kelley HTLF Bank | 76,633 | $3.89M | $3.86M | -$27,588.7 | -0.71% |