| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Binnacle Investments Inc. Binnacle Investments Inc. | 6,307 | $311,932.91 | $312,827.2 | $894.29 | 0.29% |
| CAM Clark Asset Management LLC Clark Asset Management LLC | 316,350 | $15.83M | $15.69M | -$139,659.62 | -0.88% |
Terry Everett Parham Jr. Innovative Wealth Building LLC | 4,511 | $226,106.47 | $223,745.6 | -$2,360.87 | -1.04% |
| SL SFM LLC SFM LLC | 4,426 | $221,875.3 | $219,529.6 | -$2,345.7 | -1.06% |
| RAL Ransom Advisory Ltd. Ransom Advisory Ltd. | 1,000 | $50,290 | $49,600 | -$690 | -1.37% |
| BWL Balance Wealth LLC Balance Wealth LLC | 11,313 | $562,416.48 | $561,124.8 | -$1,291.68 | -0.23% |
| LC Leslie Childs MB Levis & Associates LLC | 64,314 | $3.25M | $3.19M | -$61,617.23 | -1.89% |
| BWM Barnes Wealth Management Group Inc. Barnes Wealth Management Group Inc. | 11,028 | $552,822.64 | $546,988.8 | -$5,833.84 | -1.06% |
| SSA SSA Swiss Advisors AG SSA Swiss Advisors AG | 33,592 | $1.67M | $1.67M | $1,277.02 | 0.08% |
Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 17,451 | $875,330.35 | $865,569.6 | -$9,760.75 | -1.12% |
| RM Rich Mowrer Brookwood Investment Group LLC | 6,574 | $329,160.49 | $326,070.4 | -$3,090.09 | -0.94% |
Cole Dimond Caliber Wealth Management LLC / KS | 104,321 | $5.18M | $5.17M | -$4,026 | -0.08% |
David R. Hess Wealth Management Associates Inc. | 6,022 | $300,413.64 | $298,691.2 | -$1,722.44 | -0.57% |
Nicole Reese WPG Advisers LLC | 18,914 | $945,680.14 | $939,836.66 | -$5,843.48 | -0.62% |
David Dirks Plum Street Advisors LLC | 44,471 | $2.27M | $2.22M | -$52,240.72 | -2.3% |
Justin Boggs Optima Capital LLC | 4,173 | $211,070 | $206,980.8 | -$4,089.2 | -1.94% |
Horan Wealth LLC Horan Wealth LLC | 17,288 | $869,423.55 | $861,115.28 | -$8,308.27 | -0.96% |
| RFW Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 54,688 | $2.73M | $2.71M | -$21,828.23 | -0.8% |
Chris Ryan Ryan Investment Management Inc. | 14,501 | $733,461 | $719,249.6 | -$14,211.4 | -1.94% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,035 | $50,747 | $51,336 | $589 | 1.16% |