| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| HAS Hayley A. Snell LRI Investments, LLC | 591 | $29,662 | $29,538.18 | -$123.82 | -0.42% |
Taryn Anderson YANKCOM Partnership | 304 | $15,407 | $15,193.92 | -$213.08 | -1.38% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 6 | $316 | $299.88 | -$16.12 | -5.1% |
| FG Fabian Guerra Guerra Advisors Inc. | 2,137 | $108,987 | $106,807.26 | -$2,179.74 | -2% |
| SK Sarah Kopesky Breakthru Advisory Services LLC | 84,183 | $4.29M | $4.21M | -$85,874.8 | -2% |
| RFL Rossby Financial LLC Rossby Financial LLC | 14 | $715 | $699.72 | -$15.28 | -2.14% |
| CWM Copia Wealth Management Copia Wealth Management | 156 | $7,965 | $7,810.92 | -$154.08 | -1.93% |
Jon Lewis Midwest Trust Co | 7,374 | $376,074 | $368,552.52 | -$7,521.48 | -2% |