| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 675,703 | $67.2M | $66.35M | -$848,829.29 | -1.26% |
Cindi Hill Keener Financial Planning LLC | 2,028 | $202,556.64 | $199,149.6 | -$3,407.04 | -1.68% |
David W. Lewis Lewis Asset Management, LLC | 3,869 | $384,039.13 | $379,935.8 | -$4,103.33 | -1.07% |
Owen McCabe Tyche Wealth Partners LLC | 2,576 | $255,766 | $252,963.2 | -$2,802.8 | -1.1% |
United Advisor Group LLC United Advisor Group, LLC | 46,115 | $4.58M | $4.53M | -$46,757.43 | -1.02% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.88M | $185.77M | $184.63M | -$1.14M | -0.61% |
CARL LYMANGOOD Petros Family Wealth, LLC | 13,965 | $1.39M | $1.37M | -$23,460.6 | -1.68% |
| RLC Robyn L. Clarke Towneley Capital Management, Inc / DE | 2,066 | $204,997.85 | $202,881.2 | -$2,116.65 | -1.03% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,224 | $421,904.24 | $414,796.8 | -$7,107.44 | -1.68% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 2,533 | $253,521.91 | $248,740.6 | -$4,781.31 | -1.89% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 663 | $65,773 | $65,106.6 | -$666.4 | -1.01% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,878 | $186,445 | $184,419.6 | -$2,025.4 | -1.09% |
Jon Deven Mouton CAP Partners, LLC | 35,986 | $3.56M | $3.53M | -$22,993.49 | -0.65% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 13,474 | $1.34M | $1.32M | -$14,417.2 | -1.08% |
Steven JE Manders BKM Wealth Management, LLC | 5,953 | $581,739.06 | $584,584.6 | $2,845.54 | 0.49% |
Kaitlyn Barnes Financial Architects, LLC | 3,180 | $317,511.27 | $312,276 | -$5,235.27 | -1.65% |
Mark Fonville Fonville Wealth Management LLC | 15,671 | $1.56M | $1.54M | -$18,608.37 | -1.19% |
| MG Melissa Glennie Capital Management Associates, Inc | 52,370 | $5.2M | $5.14M | -$62,236.6 | -1.2% |
Andy Bloom MB Generational Wealth, LLC | 2,052 | $202,984.06 | $201,506.4 | -$1,477.66 | -0.73% |
Anthony Blagrove Traveka Wealth, LLC | 16,249 | $1.62M | $1.6M | -$25,897.8 | -1.6% |