| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 6,251 | $92,389.75 | $90,264.44 | -$2,125.31 | -2.3% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 9,439 | $135,855.04 | $136,204.77 | $349.73 | 0.26% |
| PF Phillip Fitzsimmons Hennion & Walsh Asset Management Inc. | 668,196 | $9.98M | $9.64M | -$335,721.91 | -3.36% |
Jeffery Yorg Focus Partners Advisor Solutions LLC | 43,058 | $617,882.3 | $621,361.39 | $3,479.09 | 0.56% |
Matthew Watters Midwest Heritage Bank, FSB | 11,985 | $189,727.75 | $172,823.7 | -$16,904.05 | -8.91% |
Craig Johnsen Fortitude Advisory Group LLC | 31,826 | $501,630.33 | $459,885.7 | -$41,744.63 | -8.32% |
| RD Rodrigo Diaz Plan Group Financial LLC | 16,540 | $232,386 | $239,003 | $6,617 | 2.85% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 101,012 | $1.41M | $1.46M | $50,599.63 | 3.59% |
Amy Ardeel Icon Wealth Advisors LLC | 10,176 | $153,591.48 | $146,941.44 | -$6,650.04 | -4.33% |
Jeffrey Hanson Breakwater Capital Group | 50,337 | $728,233.83 | $726,866.28 | -$1,367.55 | -0.19% |
Christopher C. Powers Farther Finance Advisors, LLC | 6,428 | $92,948.88 | $92,884.6 | -$64.28 | -0.07% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,581 | $464,361.12 | $455,555.92 | -$8,805.2 | -1.9% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 13,980 | $207,695.56 | $202,150.8 | -$5,544.76 | -2.67% |
Owen McCabe Tyche Wealth Partners LLC | 13,994 | $205,198.33 | $201,863.45 | -$3,334.88 | -1.63% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 34,540 | $491,306.7 | $498,039.17 | $6,732.47 | 1.37% |
Paul V. Ryan Jr FLAGSHIP WEALTH ADVISORS, LLC | 6,875 | $100,031.64 | $99,240.62 | -$791.02 | -0.79% |
| BST Blake Schutter Theil Wealth Advisors LLC Blake Schutter Theil Wealth Advisors LLC | 17,870 | $262,069.66 | $258,578.9 | -$3,490.76 | -1.33% |
Heather Scully NWF Advisory Services Inc. | 21,802 | $312,859 | $314,384.84 | $1,525.84 | 0.49% |
| DN Daniel Newman Noble Wealth Management PBC | 1,316 | $18,885 | $18,989.88 | $104.88 | 0.56% |
| BWL Basepoint Wealth LLC Basepoint Wealth LLC | 486 | $6,865.46 | $7,010.55 | $145.09 | 2.11% |