| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 59,810 | $3.04M | $3.03M | -$9,681.23 | -0.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,188 | $212,790.98 | $212,205.96 | -$585.02 | -0.27% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 21,022 | $1.07M | $1.07M | -$5,566.83 | -0.52% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 45,246 | $2.3M | $2.3M | $213.08 | 0.01% |
Seth Hodes Able Wealth Management LLC | 56,511 | $2.88M | $2.86M | -$17,274.15 | -0.6% |
Kevin Kuhn Kuhn & Co Investment Counsel | 19,841 | $1.01M | $1.01M | -$1,836.42 | -0.18% |
Brian Distler Lakeridge Wealth Management LLC | 35,527 | $1.81M | $1.8M | -$8,430.28 | -0.47% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 673 | $34,349.49 | $34,154.68 | -$194.81 | -0.57% |
Cory Davis IMZ Advisory Inc | 10,731 | $546,158.82 | $544,597.18 | -$1,561.64 | -0.29% |
Brady Green GGM Financials LLC | 2,601 | $132,675.72 | $132,000.75 | -$674.97 | -0.51% |
Bruce Wheadon Transce3nd, LLC | 3,721 | $189,477.24 | $188,822.14 | -$655.1 | -0.35% |
Michael Dziura Westfuller Advisors, LLC | 4,207 | $214,557 | $213,463.18 | -$1,093.82 | -0.51% |
Wesley W. Melbrod M Wealth Management, LLC | 7,912 | $401,250.24 | $401,573.56 | $323.32 | 0.08% |
Carmen McClennon WR Wealth Planners, LLC | 1,107 | $56,169 | $56,158.11 | -$10.89 | -0.02% |
| GHH Grace H. Holt GG Group Ventures, LLC | 8,589 | $436,493.21 | $435,634.08 | -$859.13 | -0.2% |
Rana Choubah Meridian Financial Advisors, LLC | 11,507 | $585,845.16 | $584,037.78 | -$1,807.38 | -0.31% |
Laurel Steward Mattson Financial Services, LLC | 22,180 | $1.13M | $1.13M | -$4,875.27 | -0.43% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 11,628 | $591,077.42 | $590,179.14 | -$898.28 | -0.15% |
Gregory A. Brown Brown Financial Advisors | 10,853 | $553,573.17 | $550,844.01 | -$2,729.16 | -0.49% |
Steve Solano Global Wealth Management LLC | 437,550 | $22.25M | $22.2M | -$53,675.62 | -0.24% |