| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Healy PFW Advisors LLC | 19,548 | $485,110.65 | $456,348.06 | -$28,762.59 | -5.93% |
Christopher C. Powers Farther Finance Advisors, LLC | 8,756 | $206,326.69 | $204,408.82 | -$1,917.87 | -0.93% |
Kevin Orr Centennial Bank/AR/ | 2,137 | $49,468.02 | $49,866.89 | $398.87 | 0.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 36,658 | $841,835.81 | $855,594.05 | $13,758.24 | 1.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 165,328 | $3.84M | $3.86M | $20,336.04 | 0.53% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 11,750 | $275,451 | $274,243.82 | -$1,207.18 | -0.44% |
Owen McCabe Tyche Wealth Partners LLC | 27,911 | $674,423.73 | $651,439.95 | -$22,983.78 | -3.41% |
Jon Deven Mouton CAP Partners, LLC | 13,035 | $313,432.46 | $304,235.6 | -$9,196.86 | -2.93% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 106 | $2,448 | $2,475.63 | $27.63 | 1.13% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 430 | $9,843 | $10,042.65 | $199.65 | 2.03% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 51,689 | $1.19M | $1.21M | $17,666 | 1.49% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 16,685 | $385,256.24 | $389,678.17 | $4,421.93 | 1.15% |
Tammy Trenta FF Advisors,LLC | 25,142 | $586,563 | $587,191.41 | $628.41 | 0.11% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 187 | $4,250.44 | $4,367.38 | $116.94 | 2.75% |
Kyle Jones Pineridge Advisors LLC | 5,707 | $137,994.98 | $133,286.98 | -$4,708 | -3.41% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 237,249 | $5.57M | $5.54M | -$27,840.91 | -0.5% |
Daphne Bullock Passumpsic Savings Bank | 11,790 | $280,669.78 | $275,237.55 | -$5,432.23 | -1.94% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 50,159 | $1.17M | $1.17M | $3,863 | 0.33% |
Nathan Edwards IMG Wealth Management, Inc. | 5,152 | $118,556.84 | $120,273.44 | $1,716.6 | 1.45% |
Heather Fowler A4 Wealth Advisors LLC | 73,393 | $1.69M | $1.71M | $23,878.37 | 1.41% |