| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
David Lutz LifeGuide Financial Advisors LLC | 46,733 | $4.1M | $4.27M | $169,333.77 | 4.13% |
| CC Cortney Cost Kraft Asset Management LLC | 3,122 | $272,418.06 | $286,474.72 | $14,056.66 | 5.16% |
Jeffrey Kearns Kearns & Associates LLC | 5,251 | $581,215 | $481,227.89 | -$99,987.11 | -17.2% |
| MWM Magnolia Wealth Management LLC Magnolia Wealth Management LLC | 139,969 | $12.33M | $12.84M | $508,668.06 | 4.12% |
Ryan Gough Perfromance Wealth Partners LLC | 3,115 | $300,379.45 | $287,171.85 | -$13,207.6 | -4.4% |
Clint Dunn Beaird Harris Wealth Management LLC | 12,250 | $1.12M | $1.12M | $1,580.11 | 0.14% |
Jennifer Carlson Gould Capital LLC | 11 | $921.36 | $1,015.85 | $94.49 | 10.26% |
Lindsey Seagraves Carson Advisory Inc. | 7,871 | $601,136.52 | $726,650.72 | $125,514.2 | 20.88% |
Kenneth A. Armstrong Elevate Capital Advisors LLC | 3,448 | $332,492 | $315,112.72 | -$17,379.28 | -5.23% |
Caroline Jankowski Operose Advisors LLC | 10 | $887 | $913.6 | $26.6 | 3% |
Brian Ramsay Wealthspan Partners LLC | 2,137 | $206,070.91 | $196,304.82 | -$9,766.09 | -4.74% |
Billy DeFrance Lauterbach Financial Advisors LLC | 2,204 | $212,531.72 | $201,269.28 | -$11,262.44 | -5.3% |
Ana-Maria Ignat Covestor Ltd | 4,917 | $466,398.75 | $449,610.48 | -$16,788.27 | -3.6% |
Kathryn Brown Morton Brown Family Wealth LLC | 3,053 | $255,592.48 | $279,700.59 | $24,108.11 | 9.43% |
John Gorlow Cardiff Park Advisors LLC | 123,030 | $12.28M | $11.27M | -$1.02M | -8.27% |
| LMK Lawrence M. Korchan Frontier Asset Management LLC | 63,976 | $5.71M | $5.84M | $135,985.22 | 2.38% |
Eric Lai Archvest Wealth Advisors Inc. | 121,526 | $10.87M | $11.12M | $242,520.26 | 2.23% |
Marshall McCormick Fingerlakes Wealth Management Inc. | 8,292 | $891,361.69 | $756,603.54 | -$134,758.15 | -15.12% |
Jay Richards Investment Advisory Group LLC | 23,078 | $2.37M | $2.13M | -$234,906.66 | -9.93% |
D. Patrick Franklin First International Bank & Trust | 10,687 | $1.07M | $977,913.93 | -$95,043.42 | -8.86% |