| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAD Chelsea A. Delgado Main Street Group Ltd. | 323 | $15,459 | $15,431.32 | -$27.68 | -0.18% |
Jill Batley Gateway Wealth Partners LLC | 18,216 | $873,897.79 | $870,420.59 | -$3,477.2 | -0.4% |
| SCM Sebold Capital Management Inc. Sebold Capital Management Inc. | 33,969 | $1.59M | $1.62M | $28,845.31 | 1.81% |
Gregory Bosch Strategies Wealth Advisors, LLC | 133,524 | $6.47M | $6.38M | -$85,321.35 | -1.32% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 17,199 | $815,979.73 | $821,768.22 | $5,788.49 | 0.71% |
| SCL Sykon Capital LLC SYKON CAPITAL LLC | 45,141 | $2.17M | $2.16M | -$15,016.11 | -0.69% |
Bradley H. Owens LJI Wealth Management, LLC | 40,236 | $1.9M | $1.92M | $23,952 | 1.26% |
Thomas Healy PFW Advisors LLC | 12,063 | $577,017.93 | $576,309.82 | -$708.11 | -0.12% |
Christopher C. Powers Farther Finance Advisors, LLC | 126,198 | $6.03M | $6.03M | $2,547.45 | 0.04% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 12,531 | $598,985.77 | $598,793.83 | -$191.94 | -0.03% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12,170 | $562,892.48 | $581,421.75 | $18,529.27 | 3.29% |
Brian Glenn Premier Path Wealth Partners, LLC | 24,840 | $1.18M | $1.19M | $7,793.26 | 0.66% |
Courtney Haddad Concurrent Investment Advisors, LLC | 33,907 | $1.63M | $1.62M | -$6,597.21 | -0.41% |
Benj Foor Frazier Financial Advisors, LLC | 2,450 | $117,184 | $117,048.75 | -$135.25 | -0.12% |
Angela Kelley HTLF Bank | 642,073 | $30.72M | $30.68M | -$42,896.65 | -0.14% |
Amir Har-El Savvy Advisors, Inc. | 21,384 | $1.02M | $1.02M | -$814.17 | -0.08% |
Cindi Hill Keener Financial Planning LLC | 5,528 | $263,538.9 | $264,100.2 | $561.3 | 0.21% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,075 | $290,323.77 | $290,233.12 | -$90.65 | -0.03% |
Jon Deven Mouton CAP Partners, LLC | 7,305 | $349,121.57 | $348,996.37 | -$125.2 | -0.04% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 9,037 | $432,240 | $431,742.67 | -$497.33 | -0.12% |