| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 19,742 | $1.81M | $1.81M | -$389.52 | -0.02% |
Courtney Haddad Concurrent Investment Advisors, LLC | 409,487 | $37.53M | $37.5M | -$28,670.03 | -0.08% |
James Rankin Modern Wealth Management, LLC | 99,671 | $9.14M | $9.12M | -$13,296.69 | -0.15% |
Joseph C. Gissy Tactive Advisors, LLC | 26,980 | $2.47M | $2.47M | -$2,631.8 | -0.11% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 21,894 | $2.01M | $2M | -$1,950.96 | -0.1% |
Derek Ripp Austin Wealth Management, LLC | 22,911 | $2.1M | $2.1M | -$4,371.3 | -0.21% |
Angela Kelley HTLF Bank | 3,647 | $333,445 | $333,919.32 | $474.32 | 0.14% |
Amir Har-El Savvy Advisors, Inc. | 104,879 | $9.62M | $9.6M | -$15,848.51 | -0.16% |
United Advisor Group LLC United Advisor Group, LLC | 34,668 | $3.18M | $3.17M | -$2,799.19 | -0.09% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 3,826 | $350,615 | $350,281.01 | -$333.99 | -0.1% |
Oxford Wealth Group LLC Oxford Wealth Group, LLC | 6,295 | $577,939.63 | $576,212.82 | -$1,726.81 | -0.3% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 2,731 | $250,569 | $249,995.74 | -$573.26 | -0.23% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 166,251 | $15.22M | $15.22M | -$242.06 | - |
Dane Grouell Turning Point Benefit Group, Inc. | 265,621 | $24.29M | $24.31M | $19,012.29 | 0.08% |
Kaitlyn Barnes Financial Architects, LLC | 2,285 | $209,397 | $209,226.02 | -$170.98 | -0.08% |
Mark Fonville Fonville Wealth Management LLC | 3,964 | $363,269 | $362,904.2 | -$364.8 | -0.1% |
Joshua Stipcich Tidemark, LLC | 17,971 | $1.64M | $1.64M | $1,150.19 | 0.07% |
Emily Priebe Priebe Wealth Holdings LLC | 3,580 | $327,176.27 | $327,695.3 | $519.03 | 0.16% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,923 | $634,528.18 | $633,869.88 | -$658.3 | -0.1% |
Andrea Butler Sequent Planning LLC | 14,821 | $1.36M | $1.36M | -$2,447.3 | -0.18% |