| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Chris Bulman Inc. Chris Bulman Inc | 47,487 | $2.24M | $2.21M | -$39,753.63 | -1.77% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 143,944 | $6.66M | $6.69M | $32,487.6 | 0.49% |
| AJP Andrew J. Pulsfort Wealth Advisory Team LLC | 126,388 | $5.95M | $5.87M | -$80,257.05 | -1.35% |
| OAS Optivise Advisory Services LLC Optivise Advisory Services LLC | 24,055 | $1.14M | $1.12M | -$25,979.53 | -2.27% |
| EFL Envision Financial LLC Envision Financial LLC | 345,285 | $16.13M | $16.04M | -$87,128.3 | -0.54% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 77,381 | $3.59M | $3.6M | $6,626.29 | 0.18% |
| TS Thomas Stadum Fjell Capital LLC | 173,250 | $8.05M | $8.03M | -$19,782.58 | -0.25% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 438,763 | $20.63M | $20.41M | -$215,889.43 | -1.05% |
| MAS MPWM Advisory Solutions LLC MPWM Advisory Solutions LLC | 2,083 | $95,735.14 | $96,869.91 | $1,134.77 | 1.19% |
Horan Wealth LLC Horan Wealth LLC | 411,102 | $19.37M | $19.11M | -$263,610.08 | -1.36% |