| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Juho-Tuomas Appel Obsido Oy | 3,517 | $406,898.42 | $411,418.66 | $4,520.24 | 1.11% |
Nicole Reese WPG Advisers LLC | 142 | $16,408 | $16,611.16 | $203.16 | 1.24% |
Horan Wealth LLC Horan Wealth LLC | 7,948 | $948,600 | $929,757.04 | -$18,842.96 | -1.99% |
| ML Maseco LLP Maseco LLP | 5,328 | $632,042.42 | $623,269.44 | -$8,772.98 | -1.39% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 30,459 | $3.52M | $3.56M | $40,291.25 | 1.14% |
Jon Lewis Midwest Trust Co | 4,718 | $562,241.2 | $551,911.64 | -$10,329.56 | -1.84% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 41,197 | $4.9M | $4.82M | -$83,312.62 | -1.7% |
Ryan Westerbeck Brian Low Financial Group LLC | 14,589 | $1.74M | $1.71M | -$30,721.73 | -1.77% |
Adam Scott Argyle Capital Partners LLC | 5,340 | $627,750.89 | $624,673.2 | -$3,077.69 | -0.49% |
Boreal Capital Management LLC Boreal Capital Management LLC | 744 | $88,602.9 | $87,033.12 | -$1,569.78 | -1.77% |
| CTC Caldwell Trust Co Caldwell Trust Co | 90 | $10,488.32 | $10,528.2 | $39.88 | 0.38% |
| SWM Steinberganna Wealth Management Steinberganna Wealth Management | 2,536 | $303,058.73 | $296,661.28 | -$6,397.45 | -2.11% |
Thomas George Efthimiou Meadowbrook Wealth Management LLC | 2,387 | $283,098 | $279,231.26 | -$3,866.74 | -1.37% |
Blalock Williams LLC Blalock Williams LLC | 3,028 | $351,053.29 | $354,215.44 | $3,162.15 | 0.9% |
| KMA Kristy Michelle Afraimi BAM Wealth Management LLC | 2,312 | $276,045.83 | $270,457.76 | -$5,588.07 | -2.02% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 10,720 | $1.28M | $1.25M | -$27,060.85 | -2.11% |
Steve Erken Maxele Advisors LLC | 3,704 | $476,604.45 | $433,293.92 | -$43,310.53 | -9.09% |