| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Simone Vannoy Vannoy Advisory Group, Inc. | 48,181 | $5.21M | $5.09M | -$117,414.02 | -2.25% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 74,851 | $7.95M | $7.92M | -$28,948.42 | -0.36% |
Tammy Trenta FF Advisors,LLC | 6,913 | $745,007.98 | $730,289.32 | -$14,718.66 | -1.98% |
Seth Hodes Able Wealth Management LLC | 25,381 | $2.72M | $2.68M | -$34,023.66 | -1.25% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 470 | $49,916.73 | $49,650.8 | -$265.93 | -0.53% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 74,070 | $7.97M | $7.82M | -$141,468.51 | -1.78% |
Patrick Gaul Oceanside Advisors LLC | 2,731 | $294,722.74 | $288,502.84 | -$6,219.9 | -2.11% |
Kyle Jones Pineridge Advisors LLC | 1,273 | $135,025.83 | $134,479.72 | -$546.11 | -0.4% |
Sean Rooney Prospect Financial Services LLC | 3,250 | $348,377.56 | $343,395 | -$4,982.56 | -1.43% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 183,286 | $19.45M | $19.42M | -$33,113.87 | -0.17% |
Darin Pilacinski True Vision MN LLC | 55,118 | $5.91M | $5.82M | -$83,803.8 | -1.42% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 3,163 | $337,833.51 | $334,139.32 | -$3,694.19 | -1.09% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 39,725 | $4.29M | $4.2M | -$97,452.47 | -2.27% |
Mark Alan Zeigler II Foguth Wealth Management, LLC. | 2,604 | $275,512.93 | $275,086.56 | -$426.37 | -0.15% |
Lindsey Cooksen Cooksen Wealth, LLC | 14,331 | $1.54M | $1.51M | -$28,339.37 | -1.84% |
Columbia Bank Columbia Bank | 13,759 | $1.47M | $1.45M | -$14,894.17 | -1.01% |
Robert Santos Arrowroot Family Office, LLC | 3,002 | $321,250.2 | $317,191.32 | -$4,058.88 | -1.26% |
| WL Wealthcollab LLC WealthCollab, LLC | 104,517 | $11.2M | $11.07M | -$127,274.07 | -1.14% |
Ian Jameson American Capital Advisory, LLC | 250 | $26,360 | $26,410 | $50 | 0.19% |
David Maxey Heritage Family Offices, LLP | 4,113 | $437,481.56 | $434,497.32 | -$2,984.24 | -0.68% |