| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NCG Noah C Goldberg Jain Global LLC | 2,449 | $359,121 | $384,639.94 | $25,518.94 | 7.11% |
Dana Weymouth Painted Porch Advisors LLC | 14,199 | $2.09M | $2.24M | $148,398.13 | 7.1% |
Robert Phillips Greater Midwest Financial Group, LLC | 2,508 | $388,678.01 | $396,013.2 | $7,335.19 | 1.89% |
Beth Steinhaus Breakwater Investment Management | 370 | $59,855.54 | $58,537.7 | -$1,317.84 | -2.2% |
Jay Kasting Landing Point Financial Group, LLC | 2,352 | $380,105.93 | $369,240.48 | -$10,865.45 | -2.86% |
Roger Krabbe Bank & Trust Co | 4,359 | $714,002.64 | $691,315.6 | -$22,687.04 | -3.18% |
| KDZ Kent D. Zahner KEYNOTE FINANCIAL SERVICES LLC | 19,997 | $3.13M | $3.19M | $65,777.2 | 2.1% |
| OFS OMC Financial Services Ltd. OMC Financial Services Ltd. | 5,364 | $869,926.4 | $847,512 | -$22,414.4 | -2.58% |
Mark R. Satkoski Midwest Capital Advisors, LLC | 348 | $50,095.57 | $55,436.4 | $5,340.83 | 10.66% |
Bruce Barton Parkworth Wealth Management, Inc. | 33 | $5,490.67 | $5,186.28 | -$304.39 | -5.54% |
Hager Investment Management Services LLC HAGER INVESTMENT MANAGEMENT SERVICES, LLC | 951 | $158,594.98 | $150,657.42 | -$7,937.56 | -5% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 39,306 | $6.57M | $6.26M | -$309,514.41 | -4.71% |
Dodd Disler Sagace Wealth Management LLC | 1,807 | $310,709.88 | $285,126.53 | -$25,583.35 | -8.23% |
| YT Yoshifumi Taguchi Global X Japan Co., Ltd. | 4,147 | $597,879.65 | $656,553.04 | $58,673.39 | 9.81% |
Kara Lilian Lynx Investment Advisory | 5,406 | $841,048.13 | $860,094.6 | $19,046.47 | 2.26% |
Brandon Smith FLYWHEEL PRIVATE WEALTH LLC | 2,146 | $359,729.61 | $336,879.08 | -$22,850.53 | -6.35% |
Kennedy James Axecap Investments, LLC | 9,394 | $1.61M | $1.48M | -$132,209.18 | -8.19% |
Argentarii LLC Argentarii, LLC | 4,554 | $763,478.17 | $725,452.2 | -$38,025.97 | -4.98% |
| LCB Lawrence C. Busch Sage Capital Management, LLC | 3,494 | $513,417.3 | $555,633.35 | $42,216.05 | 8.22% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 27,270 | $4.11M | $4.29M | $186,483.5 | 4.54% |