| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 28,523 | $2.94M | $2.89M | -$44,013.88 | -1.5% |
Alan Gilmore Private Wealth Management Group, LLC | 8,934 | $881,982.33 | $905,550.24 | $23,567.91 | 2.67% |
| JS Jeremy Schletz Edge Financial Advisors LLC | 10,747 | $1.11M | $1.09M | -$18,722.72 | -1.69% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 91,045 | $9.09M | $9.17M | $77,805.04 | 0.86% |
Jennifer Lutz Trademark Financial Management, LLC | 30,900 | $3.18M | $3.13M | -$50,086.2 | -1.57% |
Alana Parm MORTON COMMUNITY BANK | 3,200 | $315,488 | $322,368 | $6,880 | 2.18% |
| FTM F. Thomas Mosley Mosley Wealth Management | 553 | $57,120.05 | $56,052.08 | -$1,067.97 | -1.87% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,186 | $323,321.5 | $320,957.64 | -$2,363.86 | -0.73% |
Seth Hodes Able Wealth Management LLC | 2,853 | $291,413 | $289,180.08 | -$2,232.92 | -0.77% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 3,841 | $396,370.76 | $389,323.76 | -$7,047 | -1.78% |
Sugar Maple Asset Management LLC Sugar Maple Asset Management, LLC | 88,680 | $8.99M | $8.99M | $1,936.16 | 0.02% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 6,477 | $659,647.55 | $652,169.13 | -$7,478.42 | -1.13% |
Drew Garner ARK & TLK INVESTMENTS, LLC | 4,428 | $441,620.56 | $448,822.08 | $7,201.52 | 1.63% |
| CI CacheTech Inc. CacheTech Inc. | 2,299 | $232,098.21 | $231,486.31 | -$611.9 | -0.26% |
Philip Smith SWP FINANCIAL LLC | 13,116 | $1.34M | $1.33M | -$10,458.24 | -0.78% |
Mark VanderPol VanderPol Investments L.L.C. | 14,358 | $1.45M | $1.46M | $3,370.99 | 0.23% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 3,785 | $373,163 | $383,647.6 | $10,484.6 | 2.81% |
David Quinn Pine Harbor Wealth Management, LLC | 1,979 | $204,673.46 | $199,206.14 | -$5,467.32 | -2.67% |
Robert Santos Arrowroot Family Office, LLC | 3,560 | $363,698 | $360,841.6 | -$2,856.4 | -0.79% |
| WL Wealthcollab LLC WealthCollab, LLC | 1,275 | $130,175.96 | $128,379.75 | -$1,796.21 | -1.38% |