| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| LMJ Louis Melone Jr. Melone Private Wealth LLC | 126,739 | $1.59M | $1.57M | -$13,854.03 | -0.87% |
Michelle Johnston 1620 INVESTMENT ADVISORS Inc. | 270 | $3,267.63 | $3,348 | $80.37 | 2.46% |
Sara S. Alexander Sonora Investment Management Group LLC | 43,279 | $511,557.78 | $536,659.6 | $25,101.82 | 4.91% |
Jennifer Carlson Gould Capital LLC | 202,429 | $2.75M | $2.53M | -$214,136.29 | -7.79% |
Brian Ramsay Wealthspan Partners LLC | 28,503 | $356,294.97 | $351,727.02 | -$4,567.95 | -1.28% |
Stefan Demuth Ameliora Wealth Management Ltd. | 100 | $1,214 | $1,240 | $26 | 2.14% |
Michael Schneck Gridiron Partners LLC | 20,449 | $251,318.21 | $252,340.66 | $1,022.45 | 0.41% |
| SMP Sotirios Mike Pappas Mystic Asset Management Inc. | 14,000 | $177,240 | $174,020 | -$3,220 | -1.82% |
Leanne Menzel Smallwood Wealth Investment Management LLC | 2,035 | $25,200.63 | $25,234 | $33.37 | 0.13% |
Molly Crider Walker Asset Management LLC | 27,225 | $356,919.75 | $337,590 | -$19,329.75 | -5.42% |
Jim Clark Worth Asset Management LLC | 19,905 | $254,784 | $246,822 | -$7,962 | -3.12% |
Craig Johnsen Fortitude Advisory Group LLC | 20,263 | $313,362.98 | $251,261.2 | -$62,101.78 | -19.82% |
Nadine Hofstetter Northwest Bank & Trust Co. | 974 | $11,395 | $12,077.6 | $682.6 | 5.99% |
Rodrigo Diaz Plan Group Financial LLC | 22,232 | $266,801.48 | $275,676.8 | $8,875.32 | 3.33% |
Victoria Latham Fiduciary Alliance LLC | 12,500 | $157,628 | $155,000 | -$2,628 | -1.67% |
Nolan Langford Left Brain Wealth Management LLC | 413,881 | $5.11M | $5.13M | $17,973.28 | 0.35% |
Michael Snyder Beaumont Financial Advisors LLC | 16,653 | $210,827 | $206,497.2 | -$4,329.8 | -2.05% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 182,401 | $2.22M | $2.26M | $38,628.96 | 1.74% |
Jesse Haller Compass Financial Group Inc./SD | 31,661 | $379,589.04 | $390,696.74 | $11,107.7 | 2.93% |
Moises Valladares Insigneo Advisory Services LLC | 22,192 | $272,712.74 | $276,956.16 | $4,243.42 | 1.56% |