| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Joe Miller Miller Financial Services LLC | 56,634 | $3.31M | $3.29M | -$23,264.99 | -0.7% |
DAVID REICHERT Atlatl Advisers LLC | 536 | $31,195 | $31,141.6 | -$53.4 | -0.17% |
| HAS Hayley A. Snell LRI Investments, LLC | 11,315 | $653,463.86 | $657,401.48 | $3,937.62 | 0.6% |
Bret A Rodabaugh ALEXANDER LABRUNERIE & CO., INC. | 3,520 | $207,151.61 | $204,511.99 | -$2,639.62 | -1.27% |
Beth Steinhaus Breakwater Investment Management | 52,468 | $3.05M | $3.05M | -$5,217.21 | -0.17% |
Bruce Barton Parkworth Wealth Management, Inc. | 4,906 | $286,031.34 | $285,038.59 | -$992.75 | -0.35% |
Roseann Higgins PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 8,500 | $494,530 | $493,849.98 | -$680.02 | -0.14% |
Brandt Sakakeeny Rockingstone Advisors LLC | 109,550 | $6.37M | $6.36M | -$9,413.04 | -0.15% |
Michael Mills Mills Wealth Advisors LLC | 51,302 | $2.99M | $2.98M | -$13,452.63 | -0.45% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 12,215 | $714,506.22 | $709,691.48 | -$4,814.74 | -0.67% |
Kings Path Partners LLC Kings Path Partners LLC | 276,323 | $16.09M | $16.05M | -$35,432.61 | -0.22% |
Andrew Bowers BridgePort Financial Solutions, LLC | 6,857 | $403,034 | $398,391.69 | -$4,642.31 | -1.15% |
Jonathan R. Weatherly Concord Asset Management, LLC/VA | 558,762 | $32.7M | $32.46M | -$238,759.6 | -0.73% |
David A Rozenson Fairscale Capital, LLC | 2,033 | $118,361.57 | $118,056.31 | -$305.26 | -0.26% |
Chris Bulman Inc. Chris Bulman Inc | 8,473 | $498,043 | $492,281.28 | -$5,761.72 | -1.16% |
Scott Geppert Stonekeep Investments, LLC | 10,709 | $626,671.78 | $622,192.88 | -$4,478.9 | -0.71% |
Serena Grunenwald GEN Financial Management, INC. | 227,547 | $13.26M | $13.22M | -$39,982.89 | -0.3% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 19,468 | $1.13M | $1.13M | -$909.84 | -0.08% |
Chad Warrick Summit Wealth Partners, LLC | 25,571 | $1.48M | $1.49M | $2,516.82 | 0.17% |
Samantha Cox Capital Investment Counsel, LLC | 71,252 | $4.15M | $4.14M | -$14,289.77 | -0.34% |