| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Kuhn Kuhn & Co Investment Counsel | 4,168 | $399,491.31 | $399,669.52 | $178.21 | 0.04% |
Joe Hill ALLEN WEALTH MANAGEMENT, LLC | 4,083 | $392,008.68 | $391,518.87 | -$489.81 | -0.12% |
Brian Distler Lakeridge Wealth Management LLC | 4,363 | $417,567.9 | $418,368.07 | $800.17 | 0.19% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 1,054 | $103,378.27 | $101,068.06 | -$2,310.21 | -2.23% |
Lynda Bartsch Chaney Capital Management, Inc. | 5,572 | $538,790.41 | $534,299.08 | -$4,491.33 | -0.83% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 6,806 | $649,929.09 | $652,627.34 | $2,698.25 | 0.41% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 3,637 | $347,289.34 | $348,751.93 | $1,462.59 | 0.42% |
Angela Pompian Sunpointe, LLC | 3,249 | $273,598.25 | $311,546.61 | $37,948.36 | 13.87% |
D. Garet Strange Hobbs Group Advisors, LLC | 6,426 | $559,769 | $616,189.14 | $56,420.14 | 10.08% |
Kyle Jones Pineridge Advisors LLC | 92 | $8,374.26 | $8,821.88 | $447.62 | 5.34% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 3,627 | $306,458.31 | $347,793.03 | $41,334.72 | 13.49% |
Stacy Creekmur Creekmur Asset Management LLC | 7,968 | $760,155.71 | $764,051.52 | $3,895.81 | 0.51% |
Cornelius T. McDonald III Wealth Group, Ltd. | 2,703 | $263,415.85 | $259,190.67 | -$4,225.18 | -1.6% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 4,251 | $390,168.76 | $407,628.39 | $17,459.63 | 4.47% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 4,791 | $457,384.89 | $459,408.99 | $2,024.1 | 0.44% |
Douglas E. Morisoli Fairman Group, LLC | 84 | $8,056.07 | $8,054.76 | -$1.31 | -0.02% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 3,546 | $339,382.61 | $340,025.94 | $643.33 | 0.19% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,000 | $96,010.76 | $95,890 | -$120.76 | -0.13% |
Kayla Tweedy JBR Co Financial Management Inc | 5,345 | $513,173.63 | $512,532.05 | -$641.58 | -0.12% |
Ian Jameson American Capital Advisory, LLC | 749 | $71,033.31 | $71,821.61 | $788.3 | 1.11% |