| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Dirks Plum Street Advisors LLC | 7,394 | $781,002.54 | $778,403.35 | -$2,599.19 | -0.33% |
Investment Research Partners LLC Investment Research Partners LLC | 72,397 | $7.71M | $7.62M | -$86,464.69 | -1.12% |
Signal Tree Financial Partners LLC Signal Tree Financial Partners LLC | 33,165 | $3.51M | $3.49M | -$13,879.31 | -0.4% |
Horan Wealth LLC Horan Wealth LLC | 5,082 | $542,316.81 | $534,982.14 | -$7,334.67 | -1.35% |
Maseco LLP Maseco LLP | 403 | $42,917 | $42,411.72 | -$505.28 | -1.18% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 250 | $26,370.02 | $26,318.75 | -$51.27 | -0.19% |
Jon Lewis Midwest Trust Co | 12,354 | $1.32M | $1.3M | -$16,071.87 | -1.22% |
John H. Bai Credential Securities Inc. | 1,010 | $106,546.09 | $106,327.75 | -$218.34 | -0.2% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 955 | $100,202.58 | $100,523.3 | $320.72 | 0.32% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 118 | $12,447 | $12,419.5 | -$27.5 | -0.22% |
Caldwell Trust Co Caldwell Trust Co | 101 | $10,776.85 | $10,634.29 | -$142.56 | -1.32% |
Gibbs Wealth Management Gibbs Wealth Management | 4,481 | $475,366.9 | $471,714.42 | -$3,652.48 | -0.77% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 2,515 | $267,865.1 | $264,728.9 | -$3,136.2 | -1.17% |
Michael Behner Nautilus Advisors LLC | 2,370 | $249,988 | $249,525.45 | -$462.55 | -0.19% |
Jim Cullen Midwestern Financial LLC /IA | 18,880 | $2.01M | $1.99M | -$20,637.3 | -1.03% |
Invested Advisors Invested Advisors | 44,469 | $4.7M | $4.68M | -$15,198.01 | -0.32% |
Darrell T. Roberts American Wealth Advisors LLC | 9,952 | $1.06M | $1.05M | -$14,904.98 | -1.4% |