| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AFL Abound Financial LLC ABOUND FINANCIAL, LLC | 539 | $77,256.67 | $75,643.26 | -$1,613.41 | -2.09% |
Roger Krabbe Bank & Trust Co | 4,359 | $714,002.64 | $612,134.37 | -$101,868.27 | -14.27% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 19,403 | $3.04M | $2.72M | -$315,422.85 | -10.38% |
| OFS OMC Financial Services Ltd. OMC Financial Services Ltd. | 5,339 | $866,260.4 | $749,275.26 | -$116,985.14 | -13.5% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 300 | $42,993 | $42,102 | -$891 | -2.07% |
Bruce Barton Parkworth Wealth Management, Inc. | 28 | $4,694 | $3,928.12 | -$765.88 | -16.32% |
| HIM Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 951 | $158,594.98 | $133,463.34 | -$25,131.64 | -15.85% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 41,491 | $6.95M | $5.83M | -$1.13M | -16.2% |
Dodd Disler Sagace Wealth Management LLC | 2,113 | $363,497.97 | $296,475.03 | -$67,021.89 | -18.44% |
Kara Lilian Lynx Investment Advisory | 2,685 | $443,195.14 | $376,812.9 | -$66,382.24 | -14.98% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,824 | $473,381.37 | $396,178.96 | -$77,202.41 | -16.31% |
Kennedy James Axecap Investments, LLC | 9,394 | $1.61M | $1.32M | -$295,382.96 | -18.3% |
| AL Argentarii LLC Argentarii, LLC | 5,345 | $896,089.33 | $749,582.8 | -$146,506.53 | -16.35% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 3,488 | $512,537.26 | $489,505.92 | -$23,031.34 | -4.49% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 9,918 | $1.62M | $1.39M | -$226,481.07 | -13.99% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,950 | $483,749.54 | $414,003 | -$69,746.54 | -14.42% |
| KPP Kings Path Partners LLC Kings Path Partners LLC | 270 | $44,528 | $37,916.1 | -$6,611.9 | -14.85% |
Fred Littlejohn LITTLEJOHN FINANCIAL SERVICES, INC. | 15,683 | $2.27M | $2.2M | -$64,808.43 | -2.86% |
Neisy Arnez Drucker Wealth 3.0, LLC | 17,277 | $2.72M | $2.42M | -$291,335.67 | -10.73% |
| RAS RPS Advisory Solutions LLC RPS ADVISORY SOLUTIONS LLC | 3,844 | $632,174.27 | $539,812.92 | -$92,361.35 | -14.61% |