| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 15,703 | $798,632.38 | $799,485.27 | $852.89 | 0.11% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 76,717 | $3.9M | $3.91M | $4,361.43 | 0.11% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,188 | $212,790.98 | $213,232.02 | $441.04 | 0.21% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 46,040 | $2.34M | $2.34M | $8,567.64 | 0.37% |
Seth Hodes Able Wealth Management LLC | 113,551 | $5.78M | $5.78M | -$96.21 | - |
Kevin Kuhn Kuhn & Co Investment Counsel | 19,188 | $975,364.96 | $976,957.02 | $1,592.06 | 0.16% |
Brian Distler Lakeridge Wealth Management LLC | 31,464 | $1.6M | $1.6M | -$2,045.44 | -0.13% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 869 | $44,353.26 | $44,245.13 | -$108.13 | -0.24% |
Cory Davis IMZ Advisory Inc | 10,731 | $546,158.82 | $546,368.86 | $210.04 | 0.04% |
David W. Marrazzo Guardian Asset Advisors, LLC | 4,493 | $227,999.51 | $228,761.09 | $761.58 | 0.33% |
Brady Green GGM Financials LLC | 2,584 | $131,808.66 | $131,564.36 | -$244.3 | -0.19% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 20,633 | $1.05M | $1.05M | $928.95 | 0.09% |
Bruce Wheadon Transce3nd, LLC | 3,747 | $190,801.19 | $190,759.77 | -$41.42 | -0.02% |
Wesley W. Melbrod M Wealth Management, LLC | 7,812 | $396,171.85 | $397,708.92 | $1,537.07 | 0.39% |
Carmen McClennon WR Wealth Planners, LLC | 1,107 | $56,169 | $56,362.9 | $193.9 | 0.35% |
| GHH Grace H. Holt GG Group Ventures, LLC | 8,589 | $436,493.21 | $437,308.93 | $815.72 | 0.19% |
Rana Choubah Meridian Financial Advisors, LLC | 8,822 | $448,832.62 | $449,128.02 | $295.4 | 0.07% |
Chad Warrick Summit Wealth Partners, LLC | 45,802 | $2.33M | $2.33M | $3,842.66 | 0.17% |
Laurel Steward Mattson Financial Services, LLC | 14,641 | $746,959.49 | $745,446.51 | -$1,512.98 | -0.2% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 21,072 | $1.07M | $1.07M | $1,906.6 | 0.18% |