| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 33,907 | $1.63M | $1.61M | -$12,191.86 | -0.75% |
Benj Foor Frazier Financial Advisors, LLC | 1,440 | $68,875.49 | $68,760 | -$115.49 | -0.17% |
Angela Kelley HTLF Bank | 642,073 | $30.72M | $30.57M | -$148,838.69 | -0.48% |
Amir Har-El Savvy Advisors, Inc. | 21,384 | $1.02M | $1.02M | -$4,342.53 | -0.42% |
Cindi Hill Keener Financial Planning LLC | 6,607 | $315,298.53 | $314,559.27 | -$739.26 | -0.23% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,075 | $290,323.77 | $289,230.75 | -$1,093.02 | -0.38% |
Jon Deven Mouton CAP Partners, LLC | 7,334 | $350,512.54 | $349,171.74 | -$1,340.8 | -0.38% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 8,401 | $401,820.1 | $400,559.68 | -$1,260.42 | -0.31% |
Anthony Blagrove Traveka Wealth, LLC | 31,473 | $1.5M | $1.5M | -$5,246.57 | -0.35% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 10,392 | $497,881.18 | $494,763.12 | -$3,118.06 | -0.63% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 3,393 | $161,673.24 | $161,913.96 | $240.72 | 0.15% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 12,446 | $594,794.79 | $592,554.06 | -$2,240.73 | -0.38% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 28,545 | $1.37M | $1.36M | -$6,281.84 | -0.46% |
Alan Gilmore Private Wealth Management Group, LLC | 547 | $26,152.27 | $26,042.67 | -$109.6 | -0.42% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 4,685 | $224,084 | $223,380.8 | -$703.2 | -0.31% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 18,085 | $864,252.72 | $861,026.85 | -$3,225.87 | -0.37% |
Darin Pilacinski True Vision MN LLC | 4,378 | $209,208 | $208,436.58 | -$771.42 | -0.37% |
| TCG Transcendent Capital Group LLC Transcendent Capital Group LLC | 18,023 | $863,780.62 | $858,075.03 | -$5,705.59 | -0.66% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 34,536 | $1.64M | $1.64M | $3,588.92 | 0.22% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 8,816 | $424,402.14 | $420,699.52 | -$3,702.62 | -0.87% |