| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 3,223 | $443,959.3 | $431,801.42 | -$12,157.88 | -2.74% |
KKM Financial LLC KKM Financial LLC | 52,949 | $7.05M | $7.1M | $49,948.19 | 0.71% |
David Vollmer PFS Partners, LLC | 43 | $6,121.02 | $5,798.55 | -$322.47 | -5.27% |
Amir Har-El Savvy Advisors, Inc. | 3,043 | $410,294.44 | $408,461.89 | -$1,832.55 | -0.45% |
Ann Keitner Quantum Portfolio Management LLC | 4,464 | $599,831.92 | $600,988.32 | $1,156.4 | 0.19% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 200 | $26,316.22 | $26,962 | $645.78 | 2.45% |
Owen McCabe Tyche Wealth Partners LLC | 1,586 | $206,973.17 | $213,388.37 | $6,415.2 | 3.1% |
CARL LYMANGOOD Petros Family Wealth, LLC | 1,649 | $215,297.64 | $221,675.07 | $6,377.43 | 2.96% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 154 | $20,326.12 | $20,643.7 | $317.58 | 1.56% |
Jeffrey McGrath Cetera Trust Company, N.A | 150 | $19,798.5 | $20,181.75 | $383.25 | 1.94% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 33 | $4,262.28 | $4,440.48 | $178.2 | 4.18% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,764 | $363,584.03 | $367,722.54 | $4,138.51 | 1.14% |
Curtis Burkholder Bare Financial Services, Inc | 7 | $934.29 | $931.28 | -$3.01 | -0.32% |
Keisuke Ichihara Rakuten Securities, Inc. | 14 | $1,957.19 | $1,889.58 | -$67.61 | -3.45% |
Joshua Stipcich Tidemark, LLC | 102 | $13,814 | $13,717.98 | -$96.02 | -0.7% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 70 | $9,269.39 | $9,417.1 | $147.71 | 1.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,987 | $273,035.98 | $261,707.79 | -$11,328.19 | -4.15% |
Matthew Stead Sachetta, LLC | 24 | $3,152.63 | $3,213.12 | $60.49 | 1.92% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 101 | $13,404.4 | $13,437.04 | $32.64 | 0.24% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 90 | $11,880 | $12,136.95 | $256.95 | 2.16% |