| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Riley Stephenson Stephenson & Company, Inc. | 20,642 | $1.96M | $1.98M | $22,309.7 | 1.14% |
Angela Kelley HTLF Bank | 82,052 | $7.94M | $7.89M | -$51,475.29 | -0.65% |
Lydia Gallas Harbour Trust & Investment Management Co | 27,132 | $2.58M | $2.61M | $22,912.22 | 0.89% |
Ann Keitner Quantum Portfolio Management LLC | 16,365 | $1.6M | $1.57M | -$25,242.33 | -1.58% |
United Advisor Group LLC United Advisor Group, LLC | 5,887 | $562,825.96 | $565,770.13 | $2,944.17 | 0.52% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,684 | $352,766.75 | $354,050.82 | $1,284.07 | 0.36% |
Keisuke Ichihara Rakuten Securities, Inc. | 102 | $9,987.69 | $9,800.67 | -$187.02 | -1.87% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 318 | $30,921.38 | $30,555.03 | -$366.35 | -1.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 4,358 | $419,385.18 | $418,716.64 | -$668.54 | -0.16% |
Matthew Stead Sachetta, LLC | 91 | $8,687.79 | $8,726.9 | $39.11 | 0.45% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 18,735 | $1.8M | $1.8M | -$4,724.6 | -0.26% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 2,078 | $193,699.45 | $199,654.24 | $5,954.79 | 3.07% |
Michael Herman Apollon Financial, LLC | 4,404 | $420,309.57 | $423,114.3 | $2,804.73 | 0.67% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 3,100 | $295,430.13 | $297,832.5 | $2,402.37 | 0.81% |
David Novak Novak & Powell Financial Services, Inc. | 6,117 | $580,749.12 | $587,690.77 | $6,941.65 | 1.2% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 32,447 | $3.18M | $3.12M | -$62,161.05 | -1.96% |
| FTM F. Thomas Mosley Mosley Wealth Management | 8 | $784 | $768.64 | -$15.36 | -1.96% |
Tammy Trenta FF Advisors,LLC | 2,552 | $246,880 | $245,196.16 | -$1,683.84 | -0.68% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,443 | $328,206.59 | $330,820.65 | $2,614.06 | 0.8% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 2,371 | $224,605 | $227,805.68 | $3,200.68 | 1.43% |