| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| PW Pavin White 25 LLC | 5,935 | $296,284.37 | $294,939.82 | -$1,344.55 | -0.45% |
| JG Jacob Going Alpine Bank Wealth Management | 28,365 | $1.41M | $1.41M | -$4,680.25 | -0.33% |
Andrew Kirchner ELEVATION WEALTH PARTNERS, LLC | 1,512 | $75,274 | $75,131.28 | -$142.72 | -0.19% |
Alexandra Stickelman Root Financial Partners, LLC | 66,733 | $3.33M | $3.32M | -$9,705.66 | -0.29% |
Benjamin J. Jones National Wealth Management Group, LLC | 61,789 | $3.08M | $3.07M | -$4,634.48 | -0.15% |
Joe-Ben O'Banion TITLEIST ASSET MANAGEMENT, LLC | 416,126 | $20.71M | $20.68M | -$29,858.89 | -0.14% |
Nemes Rush Group LLC Nemes Rush Group LLC | 246 | $12,247 | $12,223.74 | -$23.26 | -0.19% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 4,295 | $211,345.1 | $213,418.55 | $2,073.45 | 0.98% |
Denise Reinert CGC Financial Services, LLC | 15,524 | $765,160.03 | $771,458.97 | $6,298.94 | 0.82% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,089 | $551,236.33 | $551,012.41 | -$223.92 | -0.04% |
Jon Greer GSG Advisors LLC | 4,662 | $230,116.3 | $231,677.16 | $1,560.86 | 0.68% |
Kevin Bresler TD Waterhouse Canada Inc. | 20,000 | $997,208.26 | $993,900 | -$3,308.26 | -0.33% |
Courtney Haddad Concurrent Investment Advisors, LLC | 18,750 | $935,148.44 | $931,781.25 | -$3,367.19 | -0.36% |
Mark Fonville Fonville Wealth Management LLC | 494,490 | $24.54M | $24.57M | $30,862.7 | 0.13% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 33,331 | $1.65M | $1.66M | $8,341.73 | 0.51% |
Cody Gehman Stonebridge Financial Group, LLC | 5,447 | $271,176.7 | $270,688.66 | -$488.04 | -0.18% |
Joshua Stipcich Tidemark, LLC | 424 | $21,167.94 | $21,068.56 | -$99.38 | -0.47% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 7,422 | $370,821.49 | $368,836.29 | -$1,985.2 | -0.54% |
| KPL Kitching Partners LLC KITCHING PARTNERS, LLC | 237,944 | $11.85M | $11.82M | -$25,530.34 | -0.22% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 321 | $16,039.72 | $15,952.09 | -$87.63 | -0.55% |