| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Sarver Vrooman Wealth Advisors Sarver Vrooman Wealth Advisors | 923 | $25,736.44 | $21,870.48 | -$3,865.96 | -15.02% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 388 | $11,226 | $9,152.92 | -$2,073.08 | -18.47% |
Jon Lewis Midwest Trust Co | 81,106 | $2.33M | $1.92M | -$418,307 | -17.93% |
Brennan Lee Cherokee Insurance Co | 12,000 | $273,240 | $284,160 | $10,920 | 4% |
John H. Bai Credential Securities Inc. | 20,784.15 | $540,791.82 | $491,649.12 | -$49,142.7 | -9.09% |
LOM Asset Management Ltd. LOM Asset Management Ltd. | 425 | $12,299.5 | $10,044.87 | -$2,254.63 | -18.33% |
Credential Qtrade Securities Inc. Credential Qtrade Securities Inc. | 54,400 | $915,890 | $1.28M | $368,766 | 40.26% |
Jordan Grabowski Alpha Zero LLC | 11,986 | $248,110.2 | $280,232.68 | $32,122.48 | 12.95% |
Molly Wheeler Burk Holdings LLC | 1,179 | $33,595.68 | $27,847.98 | -$5,747.7 | -17.11% |
Adam Scott Argyle Capital Partners LLC | 11,176 | $266,599.62 | $264,088.88 | -$2,510.74 | -0.94% |
Boreal Capital Management LLC Boreal Capital Management LLC | 1,525 | $44,133.98 | $35,944.25 | -$8,189.73 | -18.56% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 2,369 | $56,366.45 | $55,991.31 | -$375.14 | -0.67% |
Caldwell Trust Co Caldwell Trust Co | 49,110 | $1.04M | $1.16M | $114,889.23 | 11.02% |
ABN AMRO Investment Solutions ABN AMRO Investment Solutions | 496,007 | $11.42M | $11.71M | $294,647.07 | 2.58% |
| CCM Cobler Capital Management LLC Cobler Capital Management LLC | 15,817 | $441,429 | $370,592.31 | -$70,836.69 | -16.05% |
Landon Marsh Scott Marsh Financial LLC | 13,906 | $402,464 | $329,294.08 | -$73,169.92 | -18.18% |
Gibbs Wealth Management Gibbs Wealth Management | 72,727 | $1.99M | $1.72M | -$276,263.16 | -13.87% |
David W. Young III Clarion Wealth Managment Partners LLC | 15,366 | $444,554.17 | $361,638.81 | -$82,915.36 | -18.65% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 21,834 | $618,080.48 | $515,282.4 | -$102,798.08 | -16.63% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 10,057 | $207,443.27 | $237,470.91 | $30,027.64 | 14.48% |