| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jeffery Nauta Henrickson Nauta Wealth Advisors Inc. | 2,564 | $416,666.97 | $398,163.56 | -$18,503.41 | -4.44% |
| JB Joel Blattner Avaii Wealth Management LLC | 1,288 | $200,219.6 | $202,892.2 | $2,672.6 | 1.33% |
Bill Ryan Manhattan West Asset Management LLC | 2,108 | $222,818.91 | $332,347.28 | $109,528.37 | 49.16% |
Candace Cavalier Congress Wealth Management LLC / DE / | 4,627 | $655,599.63 | $713,390.86 | $57,791.23 | 8.82% |
Craig Kurth PCG Wealth Advisors LLC | 11,038 | $1.74M | $1.74M | $528.3 | 0.03% |
Barry Oliver Capital Performance Advisors LLP | 4,271 | $724,138.11 | $667,322.39 | -$56,815.72 | -7.85% |
| EAI Evolution Advisers Inc. Evolution Advisers Inc. | 406 | $66,626.7 | $63,618.17 | -$3,008.53 | -4.52% |
Loyd Stegent Stegent Equity Advisors Inc. | 9,535 | $1.42M | $1.48M | $62,535.42 | 4.41% |
Caroline Jankowski Operose Advisors LLC | 1,290 | $109,588.8 | $201,207.75 | $91,618.95 | 83.6% |
Sean Reitenbach Prosperity Consulting Group LLC | 59,538 | $7.2M | $9.3M | $2.11M | 29.27% |
Samantha Pierangeli City State Bank | 40 | $6,920.8 | $6,243.8 | -$677 | -9.78% |
Morgan Christen Spinnaker Investment Group LLC | 4,000 | $631,962 | $625,700 | -$6,262 | -0.99% |
W. Travis McKinney HB Wealth Management LLC | 4,357 | $708,700.77 | $676,598.49 | -$32,102.28 | -4.53% |
Taylor Fairman Eagle Rock Investment Company LLC | 1,441 | $204,175.29 | $227,065.57 | $22,890.28 | 11.21% |
| LWL Leo Wealth LLC Leo Wealth LLC | 1,703 | $266,704.13 | $265,438.09 | -$1,266.04 | -0.47% |
Marc H. Stone Tyler-Stone Wealth Management | 1,956 | $197,301.12 | $305,488.08 | $108,186.96 | 54.83% |
Missy Straw Nilsine Partners LLC | 10,042 | $836,426.79 | $1.57M | $729,472.48 | 87.21% |
Dalila Toledo Ascent Group LLC | 1,684 | $239,473.74 | $262,863.98 | $23,390.24 | 9.77% |
Daniel Hays Comprehensive Financial Consultants Institutional Inc. | 5,565 | $509,069.16 | $864,411.45 | $355,342.29 | 69.8% |
Kristofer Gray Integrity Financial Corp. /WA | 56 | $9,279.2 | $8,750 | -$529.2 | -5.7% |