| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| BWL Balance Wealth LLC Balance Wealth LLC | 98,729 | $7.88M | $7.76M | -$116,092.59 | -1.47% |
| LC Leslie Childs MB Levis & Associates LLC | 2,503 | $199,564 | $196,785.86 | -$2,778.14 | -1.39% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 5,197 | $406,811.66 | $408,588.14 | $1,776.48 | 0.44% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 62,528 | $4.95M | $4.92M | -$36,412.83 | -0.74% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 103,052 | $8.17M | $8.1M | -$69,923.39 | -0.86% |
| RM Rich Mowrer Brookwood Investment Group LLC | 3,660 | $290,017.67 | $287,749.2 | -$2,268.47 | -0.78% |
Cole Dimond Caliber Wealth Management LLC / KS | 13,284 | $1.05M | $1.04M | -$4,965.26 | -0.47% |
Patricia Frisch ANB Bank | 11,305 | $885,653.19 | $888,346.9 | $2,693.71 | 0.3% |
Nicole Reese WPG Advisers LLC | 1,391 | $108,511.89 | $109,360.42 | $848.53 | 0.78% |
Forefront Wealth Partners LLC Forefront Wealth Partners LLC | 3,845 | $304,799.84 | $302,255.45 | -$2,544.39 | -0.83% |
David Dirks Plum Street Advisors LLC | 24,257 | $1.92M | $1.91M | -$10,511.86 | -0.55% |
| AS Aryn Sands GK Wealth Management LLC | 4,962 | $392,203 | $390,112.44 | -$2,090.56 | -0.53% |
Horan Wealth LLC Horan Wealth LLC | 88,597 | $7.04M | $6.96M | -$73,636.57 | -1.05% |
| ML Maseco LLP Maseco LLP | 561 | $44,689.76 | $44,105.82 | -$583.94 | -1.31% |
James V. Thompson Jr. Bulwark Capital Corp | 6,132 | $487,494 | $482,097.84 | -$5,396.16 | -1.11% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 270,145 | $21.08M | $21.24M | $154,697.59 | 0.73% |
Harbor Asset Planning Inc. Harbor Asset Planning Inc. | 1,222 | $97,129.65 | $96,073.64 | -$1,056.01 | -1.09% |
Jon Lewis Midwest Trust Co | 10,440 | $829,373.84 | $820,792.8 | -$8,581.04 | -1.03% |
Timothy T. Murray Gladwyn Financial Advisors Inc. | 65,538 | $5.21M | $5.15M | -$56,719.62 | -1.09% |
Heydon Traub Traub Capital Management LLC | 70,772 | $5.63M | $5.56M | -$62,066.55 | -1.1% |