| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 132,385 | $6.43M | $6.21M | -$220,260.75 | -3.43% |
| BS Benjamin Schmitt Finward Bancorp | 181,180 | $8.83M | $8.49M | -$338,344.53 | -3.83% |
| MBV Matthew B. Vawter NATIONS FINANCIAL GROUP Inc., /IA/ /ADV | 11,075 | $523,719.83 | $521,356.73 | -$2,363.1 | -0.45% |
| LW Landry Watson AVANTAX ADVISORY SERVICES Inc. | 5,126 | $250,046.28 | $241,367.45 | -$8,678.83 | -3.47% |
Dipen Mehta Invst LLC | 21,068 | $1.02M | $990,406.68 | -$25,948.98 | -2.55% |
Larry Herold Herold Advisors Inc. | 109,600 | $5.32M | $5.16M | -$159,548.58 | -3% |
| CAL CoreCap Advisors LLC CoreCap Advisors LLC | 12,126 | $573,797.2 | $568,418.38 | -$5,378.82 | -0.94% |
Thomas Pappas Cottonwood Capital Advisors LLC | 52,718 | $2.56M | $2.48M | -$81,284.71 | -3.17% |
David Mailloux WealthCare Investment Partners LLC | 9,721 | $478,557.05 | $457,275.84 | -$21,281.21 | -4.45% |
Michelle McCarthy Vantage Financial Partners LLC | 71,399 | $3.47M | $3.36M | -$102,646.22 | -2.96% |
| EM Erin Mccann Simplicity Wealth LLC | 29,038 | $1.41M | $1.37M | -$42,540.67 | -3.02% |
Victoria Latham Fiduciary Alliance LLC | 9,059 | $442,396 | $426,090.06 | -$16,305.94 | -3.69% |
| BP Brett Pohl Kingdom Financial Group LLC | 1 | $48.54 | $47.17 | -$1.37 | -2.82% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 25,159 | $1.18M | $1.18M | $5,429.35 | 0.46% |
Lydia Gallas Harbour Trust & Investment Management Co | 315,403 | $15.15M | $14.82M | -$323,392.12 | -2.14% |
Amir Har-El Savvy Advisors, Inc. | 22,122 | $1.08M | $1.04M | -$39,076.41 | -3.61% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 47,766 | $2.31M | $2.25M | -$63,745.73 | -2.76% |
| AFS Anderson Financial Strategies LLC Anderson Financial Strategies, LLC | 245,169 | $11.75M | $11.54M | -$210,684.6 | -1.79% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 573 | $27,846.03 | $27,019.81 | -$826.22 | -2.97% |
Curtis Harrell Tounjian Advisory Partners LLC | 86 | $4,156.48 | $4,057.05 | -$99.43 | -2.39% |