| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jane Bortnem Cherry Tree Wealth Management, LLC | 144,914 | $7.22M | $7.19M | -$28,053.71 | -0.39% |
| DT Derek Tinnin Altiora Financial Group, LLC | 318,638 | $15.98M | $15.87M | -$108,675.61 | -0.68% |
Melissa Imbrogno BROWN WEALTH MANAGEMENT, LLC | 112,295 | $5.58M | $5.57M | -$8,525.28 | -0.15% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 12,487 | $626,486.53 | $619,355.2 | -$7,131.33 | -1.14% |
Bradley H. Owens LJI Wealth Management, LLC | 30,004 | $1.5M | $1.49M | -$10,798.65 | -0.72% |
Carrie Miller Trellis Wealth Advisors LLC | 10,409 | $521,418.48 | $516,286.4 | -$5,132.08 | -0.98% |
Annmarie Young KPP Advisory Services LLC | 4,764 | $236,390 | $236,294.4 | -$95.6 | -0.04% |
Keith Henderson CULTIVAR CAPITAL, INC. | 6,375 | $319,579 | $316,200 | -$3,379 | -1.06% |
Certus Wealth Management LLC Certus Wealth Management, LLC | 20,389 | $1M | $1.01M | $8,107.66 | 0.81% |
Thomas Healy PFW Advisors LLC | 12,140 | $608,853.52 | $602,144 | -$6,709.52 | -1.1% |
Alisha Arvold Christopher J. Hasenberg, Inc | 221 | $11,074 | $10,961.6 | -$112.4 | -1.01% |
Norden Group LLC NORDEN GROUP LLC | 21,696 | $1.1M | $1.08M | -$19,471.29 | -1.78% |
Andrew Parsons Corrigan Financial, Inc. | 182,398 | $9.12M | $9.05M | -$68,731.59 | -0.75% |
Alicia Fuschak Avid Wealth Partners LLC | 28,753 | $1.43M | $1.43M | -$3,808.42 | -0.27% |
Christopher C. Powers Farther Finance Advisors, LLC | 338,279 | $16.98M | $16.78M | -$200,616.8 | -1.18% |
Adam M Corrie CAPSTONE CAPITAL LLC | 200,660 | $10.19M | $9.95M | -$237,150.37 | -2.33% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 93,861 | $4.73M | $4.66M | -$71,633.06 | -1.52% |
Kevin Orr Centennial Bank/AR/ | 2,333 | $115,460.16 | $116,206.73 | $746.57 | 0.65% |
Jon Greer GSG Advisors LLC | 36,080 | $1.81M | $1.8M | -$10,404.26 | -0.58% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 528,793 | $26.48M | $26.34M | -$137,467.35 | -0.52% |