| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Nemes Rush Group LLC Nemes Rush Group LLC | 3,077 | $104,033 | $101,941.01 | -$2,091.99 | -2.01% |
Megan J. Lottier Rockwood Wealth Management, LLC | 1.07M | $35.48M | $35.55M | $69,142.23 | 0.19% |
Shawn Scholz Impact Partnership Wealth, LLC | 175,700 | $5.9M | $5.82M | -$83,568.71 | -1.42% |
Jane Bortnem Cherry Tree Wealth Management, LLC | 650,076 | $20.8M | $21.54M | $733,693.37 | 3.53% |
Alisha Arvold Christopher J. Hasenberg, Inc | 183 | $6,068 | $6,062.79 | -$5.21 | -0.09% |
Thomas Dobbins New Republic Capital, LLC | 54 | $1,811 | $1,787.13 | -$23.87 | -1.32% |
Norden Group LLC NORDEN GROUP LLC | 13,956 | $461,568.4 | $462,362.28 | $793.88 | 0.17% |
Christopher C. Powers Farther Finance Advisors, LLC | 193,998 | $6.51M | $6.43M | -$84,250.41 | -1.29% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 15,262 | $505,432.41 | $505,630.06 | $197.65 | 0.04% |
Kevin Orr Centennial Bank/AR/ | 77,298 | $2.52M | $2.56M | $45,573.06 | 1.81% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 25,596 | $851,805.83 | $847,995.48 | -$3,810.35 | -0.45% |
| AK Alisha Kamadia United Community Bank | 585 | $19,574 | $19,369.35 | -$204.65 | -1.05% |
James Rankin Modern Wealth Management, LLC | 73,799 | $2.47M | $2.44M | -$24,222.2 | -0.98% |
KKM Financial LLC KKM Financial LLC | 39,891 | $1.32M | $1.32M | $5,068.44 | 0.38% |
David Vollmer PFS Partners, LLC | 1,573 | $53,309 | $52,113.49 | -$1,195.51 | -2.24% |
Angela Kelley HTLF Bank | 306,860 | $10.2M | $10.17M | -$38,710.74 | -0.38% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 187,044 | $6.24M | $6.2M | -$41,590.46 | -0.67% |
Amir Har-El Savvy Advisors, Inc. | 10,697 | $350,450.26 | $354,391.61 | $3,941.35 | 1.12% |
United Advisor Group LLC United Advisor Group, LLC | 104,786 | $3.51M | $3.47M | -$34,579.82 | -0.99% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 9,861 | $329,953 | $326,694.93 | -$3,258.07 | -0.99% |