| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 82,612 | $1.99M | $2M | $11,919.18 | 0.6% |
Invenio Wealth Partners LLC INVENIO WEALTH PARTNERS LLC | 410,043 | $9.83M | $9.93M | $103,744.65 | 1.06% |
Christopher C. Powers Farther Finance Advisors, LLC | 63,625 | $1.55M | $1.54M | -$7,569.17 | -0.49% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 11,008 | $267,491.29 | $266,503.68 | -$987.61 | -0.37% |
| AK Alisha Kamadia United Community Bank | 5,375 | $130,631.03 | $130,128.75 | -$502.28 | -0.38% |
Dustin Schick Evergreen Private Wealth LLC | 77,680 | $1.9M | $1.88M | -$14,748.3 | -0.78% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 5,049 | $122,681.26 | $122,285.27 | -$395.99 | -0.32% |
Kevin Kuhn Kuhn & Co Investment Counsel | 65,843 | $1.61M | $1.59M | -$12,811.55 | -0.8% |
Angela Pompian Sunpointe, LLC | 20,799 | $507,485.92 | $503,647.78 | -$3,838.14 | -0.76% |
Kyle Jones Pineridge Advisors LLC | 1,529 | $37,511.33 | $37,024.73 | -$486.6 | -1.3% |
Brady Green GGM Financials LLC | 248,098 | $6.02M | $6.01M | -$15,012.86 | -0.25% |
Elyxium Wealth LLC Elyxium Wealth LLC | 256,868 | $6.2M | $6.22M | $16,748.78 | 0.27% |
Christopher J. McKinley Cornerstone Advisors Asset Management LLC | 557,697 | $13.46M | $13.51M | $47,254.49 | 0.35% |
Brian Griffin Friday Financial | 14,083 | $338,125.6 | $340,808.6 | $2,683 | 0.79% |
Brady Martz Wealth Solutions LLC Brady Martz Wealth Solutions LLC | 174,972 | $4.19M | $4.23M | $47,242.25 | 1.13% |
VestGen Advisors LLC VestGen Advisors LLC | 67,918 | $1.63M | $1.64M | $11,550.1 | 0.71% |
| MK Matthew Klein Matauro LLC | 8,782 | $211,690 | $212,480.49 | $790.49 | 0.37% |
| DRL Dean R. Larabee III RFG - Bristol Wealth Advisors LLC | 29,590 | $718,697 | $715,930.05 | -$2,766.95 | -0.38% |
| JZ Joel Zerbe Vista Cima Wealth Management LLC | 19,970 | $478,680.9 | $483,174.15 | $4,493.25 | 0.94% |
| RFL Rossby Financial LLC Rossby Financial LLC | 204 | $4,934.12 | $4,934.6 | $0.48 | 0.01% |