| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Mark R. Satkoski Midwest Capital Advisors, LLC | 100 | $15,275 | $15,611 | $336 | 2.2% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 102 | $11,629.2 | $15,255.12 | $3,625.92 | 31.18% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 21,970 | $2.18M | $3.39M | $1.21M | 55.52% |
Kara Lilian Lynx Investment Advisory | 1,709 | $267,834 | $266,791.99 | -$1,042.01 | -0.39% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,796 | $272,078.69 | $418,169.76 | $146,091.07 | 53.69% |
Argentarii LLC Argentarii, LLC | 1,561 | $215,498.25 | $240,651.56 | $25,153.31 | 11.67% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 7,856 | $1.2M | $1.17M | -$25,060.64 | -2.09% |
Neisy Arnez Drucker Wealth 3.0, LLC | 4,763 | $510,359.78 | $736,550.32 | $226,190.54 | 44.32% |
Carmen McClennon WR Wealth Planners, LLC | 54 | $5,225.25 | $8,313.84 | $3,088.59 | 59.11% |
David A Rozenson Fairscale Capital, LLC | 1,681 | $187,163.3 | $258,655.47 | $71,492.17 | 38.2% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 4,670 | $599,851.85 | $718,993.2 | $119,141.35 | 19.86% |
Greg Reidy Granite FO LLC | 14 | $1,610 | $2,154.18 | $544.18 | 33.8% |
Laurel Steward Mattson Financial Services, LLC | 1,895 | $289,461 | $292,723.11 | $3,262.11 | 1.13% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 5,319 | $603,679.19 | $820,110.01 | $216,430.82 | 35.85% |
Barry Carpenter Cascades Capital Asset Management, LLC | 1,425 | $158,859.34 | $219,726.45 | $60,867.11 | 38.32% |
Gregory A. Brown Brown Financial Advisors | 1,828 | $279,227 | $282,462.56 | $3,235.56 | 1.16% |
Taryn Anderson YANKCOM Partnership | 8,313 | $823,535.75 | $1.24M | $419,756.53 | 50.97% |
David Levy Diversified Enterprises LLC | 2,376 | $329,631.22 | $366,296.04 | $36,664.82 | 11.12% |
Matthew Riley Hickory Point Bank & Trust | 516 | $78,819 | $79,549.14 | $730.14 | 0.93% |
Goldstone Financial Group LLC Goldstone Financial Group LLC | 5,838 | $628,291.95 | $900,015.27 | $271,723.32 | 43.25% |