| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 41,441 | $2.17M | $2.16M | -$8,514.94 | -0.39% |
David W. Lewis Lewis Asset Management, LLC | 5,108 | $269,127.56 | $266,560.98 | -$2,566.58 | -0.95% |
Owen McCabe Tyche Wealth Partners LLC | 31,458 | $1.66M | $1.64M | -$22,127.52 | -1.33% |
United Advisor Group LLC United Advisor Group, LLC | 6,695 | $354,934.04 | $349,378.57 | -$5,555.47 | -1.57% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5.55M | $290.02M | $289.68M | -$338,711.08 | -0.12% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 23,016 | $1.21M | $1.2M | -$8,208.08 | -0.68% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 29,424 | $1.55M | $1.54M | -$18,857.78 | -1.21% |
| TSB Thomas S. Breitbach Vivid Wealth Management, LLC | 437,676 | $23.2M | $22.84M | -$358,845.17 | -1.55% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 59,864 | $3.14M | $3.12M | -$11,153.78 | -0.36% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 4,216 | $218,937 | $220,033.04 | $1,096.04 | 0.5% |
Brad Sayre Shared Vision Wealth Group LLC | 102,023 | $5.4M | $5.32M | -$73,276.4 | -1.36% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 5,938 | $311,199.95 | $309,904.22 | -$1,295.73 | -0.42% |
Anthony Blagrove Traveka Wealth, LLC | 21,998 | $1.17M | $1.15M | -$17,372.31 | -1.49% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 64,324 | $3.4M | $3.36M | -$42,865.25 | -1.26% |
JP Tarbutton LHM, INC. | 219,984 | $11.55M | $11.48M | -$70,643.62 | -0.61% |
Thomas Hood Alternative Investment Advisors, LLC. | 165,140 | $8.77M | $8.62M | -$149,338.75 | -1.7% |
Joshua Stipcich Tidemark, LLC | 173,445 | $9.17M | $9.05M | -$115,251.16 | -1.26% |
Emily Priebe Priebe Wealth Holdings LLC | 27,992 | $1.47M | $1.46M | -$4,263.17 | -0.29% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 5,066 | $267,991.74 | $264,343.88 | -$3,647.86 | -1.36% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,312 | $174,802.04 | $172,820.16 | -$1,981.88 | -1.13% |