| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JC Jared Calvert Buck Wealth Strategies LLC | 18,167 | $1.71M | $1.72M | $7,097.84 | 0.42% |
| MY Michael Yoder Yoder Wealth Management Inc. | 3,445 | $341,468.51 | $325,518.05 | -$15,950.46 | -4.67% |
Alexandra Stickelman Root Financial Partners, LLC | 64 | $6,173 | $6,046.72 | -$126.28 | -2.05% |
Able Financial Group LLC ABLE Financial Group, LLC | 24,241 | $2.36M | $2.29M | -$68,579.32 | -2.91% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 196,862 | $18.76M | $18.57M | -$189,117.88 | -1.01% |
Staci Compagno Portside Wealth Group, LLC | 53,973 | $5.19M | $5.1M | -$86,325.91 | -1.66% |
Courtney Holt Compound Planning, Inc. | 61,355 | $5.8M | $5.8M | $711.3 | 0.01% |
Nemes Rush Group LLC Nemes Rush Group LLC | 870 | $81,944.03 | $82,241.1 | $297.07 | 0.36% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 371 | $35,520 | $35,003.85 | -$516.15 | -1.45% |
Hovig Melkonian LAZARI CAPITAL MANAGEMENT, INC. | 2,747 | $254,205.72 | $259,261.86 | $5,056.14 | 1.99% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 3,066 | $294,863 | $289,675.68 | -$5,187.32 | -1.76% |
Annmarie Young KPP Advisory Services LLC | 3,207 | $303,993.31 | $302,869.08 | -$1,124.23 | -0.37% |
| MWS MFA Wealth Services MFA Wealth Services | 35,412 | $3.31M | $3.34M | $37,266.02 | 1.13% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 17,308 | $1.62M | $1.63M | $16,425.52 | 1.02% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 5,225 | $502,436 | $493,031 | -$9,405 | -1.87% |
Norden Group LLC NORDEN GROUP LLC | 8,267 | $798,898.48 | $780,156.79 | -$18,741.69 | -2.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 314,652 | $30.33M | $29.73M | -$597,728.16 | -1.97% |
Schoolcraft Capital LLC Schoolcraft Capital LLC | 314,918 | $30.11M | $29.72M | -$392,529.65 | -1.3% |
Dina Fliss Global View Capital Management LLC | 26,185 | $2.47M | $2.47M | $2,887.48 | 0.12% |
Kevin Orr Centennial Bank/AR/ | 1,896 | $182,888 | $178,868.64 | -$4,019.36 | -2.2% |