| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Alisha Arvold Christopher J. Hasenberg, Inc | 183 | $6,068 | $6,090.24 | $22.24 | 0.37% |
Norden Group LLC NORDEN GROUP LLC | 12,434 | $410,642.14 | $413,492.67 | $2,850.53 | 0.69% |
Christopher C. Powers Farther Finance Advisors, LLC | 168,724 | $5.67M | $5.61M | -$52,286.56 | -0.92% |
Peter David N Soliman Second Line Capital, LLC | 6,286 | $210,895 | $209,040.93 | -$1,854.07 | -0.88% |
DAVID S. SUTPHIN FINANCIAL ADVISORY PARTNERS, LLC | 11,850 | $391,267.01 | $394,071.75 | $2,804.74 | 0.72% |
Kevin Orr Centennial Bank/AR/ | 79,360 | $2.58M | $2.64M | $56,053.13 | 2.17% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 21,756 | $723,319.45 | $723,713.34 | $393.89 | 0.05% |
James Rankin Modern Wealth Management, LLC | 6,745 | $225,554 | $224,372.42 | -$1,181.58 | -0.52% |
KKM Financial LLC KKM Financial LLC | 36,547 | $1.2M | $1.22M | $10,831.72 | 0.9% |
David Vollmer PFS Partners, LLC | 1,573 | $53,309 | $52,325.84 | -$983.16 | -1.84% |
Angela Kelley HTLF Bank | 306,860 | $10.2M | $10.21M | $2,715.36 | 0.03% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 173,602 | $5.79M | $5.78M | -$11,113.89 | -0.19% |
Amir Har-El Savvy Advisors, Inc. | 10,697 | $350,450.26 | $355,835.7 | $5,385.44 | 1.54% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 834 | $27,972 | $27,743.01 | -$228.99 | -0.82% |
Donald Hatcher Solutions 4 Wealth, Ltd | 6,432 | $215,075 | $213,960.48 | -$1,114.52 | -0.52% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 138,785 | $4.66M | $4.62M | -$48,162.53 | -1.03% |
Joshua Stipcich Tidemark, LLC | 6,758 | $224,787.79 | $224,804.87 | $17.08 | 0.01% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 169 | $5,707.18 | $5,621.78 | -$85.4 | -1.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 14,162 | $474,429.06 | $471,098.93 | -$3,330.13 | -0.7% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 79,555 | $2.65M | $2.65M | -$7,828.88 | -0.29% |