| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Cole Dimond Caliber Wealth Management LLC / KS | 15,586 | $789,076.42 | $787,015.07 | -$2,061.35 | -0.26% |
Nicole Reese WPG Advisers LLC | 3,131 | $158,011.77 | $158,083.88 | $72.11 | 0.05% |
HFM Investment Advisors LLC HFM Investment Advisors LLC | 2,203 | $111,536.93 | $111,229.25 | -$307.68 | -0.28% |
Tyler Rudek Heritage Wealth Architects Inc. | 8,694 | $441,009.2 | $438,786.18 | -$2,223.02 | -0.5% |
| AS Aryn Sands GK Wealth Management LLC | 87,882 | $4.44M | $4.44M | -$6,584.41 | -0.15% |
Craig McFadzean Turn8 Private Wealth Inc. | 9,470 | $479,000 | $478,187.65 | -$812.35 | -0.17% |
Justin Boggs Optima Capital LLC | 79,126 | $4.02M | $4M | -$19,554.81 | -0.49% |
Horan Wealth LLC Horan Wealth LLC | 10,628 | $538,644.38 | $536,660.86 | -$1,983.52 | -0.37% |
| ML Maseco LLP Maseco LLP | 1,224 | $62,099.91 | $61,799.64 | -$300.27 | -0.48% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 3,367 | $170,641.28 | $169,999.49 | -$641.79 | -0.38% |
Jon Lewis Midwest Trust Co | 19,032 | $963,210 | $960,923.78 | -$2,286.22 | -0.24% |
Jordan Grabowski Alpha Zero LLC | 45,383 | $2.3M | $2.29M | -$5,458.87 | -0.24% |
| GWM Gibbs Wealth Management Gibbs Wealth Management | 13,465 | $680,485.96 | $679,847.85 | -$638.11 | -0.09% |
Jim Cullen Midwestern Financial LLC /IA | 109,507 | $5.55M | $5.53M | -$18,514.11 | -0.33% |
| BFS Beacon Financial Strategies Corp Beacon Financial Strategies Corp | 668 | $33,781 | $33,727.32 | -$53.68 | -0.16% |
Matthew Jenkins GatePass Capital LLC | 73,524 | $3.71M | $3.71M | -$1,441.07 | -0.04% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 149 | $7,539.25 | $7,522.26 | -$16.99 | -0.23% |