| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
HFM Investment Advisors LLC HFM Investment Advisors LLC | 51 | $2,556 | $2,480.13 | -$75.87 | -2.97% |
David Dirks Plum Street Advisors LLC | 44,471 | $2.27M | $2.16M | -$105,161.21 | -4.64% |
Justin Boggs Optima Capital LLC | 4,173 | $211,070 | $202,348.77 | -$8,721.23 | -4.13% |
Horan Wealth LLC Horan Wealth LLC | 17,288 | $869,423.55 | $838,295.12 | -$31,128.43 | -3.58% |
Rainier Family Wealth Inc. Rainier Family Wealth Inc. | 54,688 | $2.73M | $2.66M | -$74,875.59 | -2.74% |
Chris Ryan Ryan Investment Management Inc. | 14,501 | $733,461 | $705,618.66 | -$27,842.34 | -3.8% |
Longview Financial Advisors LLC Longview Financial Advisors LLC | 1,035 | $50,747 | $50,394.15 | -$352.85 | -0.7% |
Jon Lewis Midwest Trust Co | 45,290 | $2.24M | $2.2M | -$37,416.81 | -1.67% |
Molly Wheeler Burk Holdings LLC | 8,402 | $423,032.06 | $407,244.94 | -$15,787.12 | -3.73% |
Holos Integrated Wealth LLC Holos Integrated Wealth LLC | 10,800 | $541,404 | $523,908 | -$17,496 | -3.23% |
Caldwell Trust Co Caldwell Trust Co | 13,482 | $683,008.82 | $654,011.82 | -$28,997 | -4.25% |
Sarah H. Schmidt Summit Wealth Group LLC / CO | 11,895 | $586,423.64 | $576,848.02 | -$9,575.62 | -1.63% |
Provenance Wealth Advisors LLC Provenance Wealth Advisors LLC | 6,421 | $322,062.13 | $312,285.33 | -$9,776.8 | -3.04% |
Sara Amparan Prospera Capital Management LLC | 23,348 | $1.14M | $1.13M | -$9,854.9 | -0.86% |
Matthew J. Darcy Seneca Financial Advisors LLC | 492,631 | $24.77M | $23.93M | -$831,710.84 | -3.36% |
Jim Cullen Midwestern Financial LLC /IA | 69,173 | $3.43M | $3.36M | -$70,380.9 | -2.05% |
Birch Financial Group LLC Birch Financial Group LLC | 9,485 | $469,995.37 | $461,777.22 | -$8,218.15 | -1.75% |
Tribridge Partners Financial LLC Tribridge Partners Financial LLC | 15,594 | $772,074.44 | $757,402.14 | -$14,672.3 | -1.9% |
Brian Mann Mann Financial Group Inc. | 51,590 | $2.44M | $2.51M | $67,583.3 | 2.77% |
Berman McAleer LLC Berman McAleer LLC | 34,206 | $1.66M | $1.66M | $4,850.22 | 0.29% |