| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 143,414 | $2.91M | $2.92M | $11,962.83 | 0.41% |
John Shanley Aspect Partners, LLC | 975 | $19,773 | $19,885.12 | $112.12 | 0.57% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 15,075 | $310,211.59 | $307,303.87 | -$2,907.72 | -0.94% |
Berkeley Harrison Sterling Financial Group, Inc. | 977,025 | $19.74M | $19.92M | $177,200.45 | 0.9% |
Christopher C. Powers Farther Finance Advisors, LLC | 16,160 | $332,157.42 | $329,421.6 | -$2,735.82 | -0.82% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 433 | $8,782 | $8,826.7 | $44.7 | 0.51% |
Matthew J. Syverson Sound Stewardship, LLC | 437,452 | $8.91M | $8.92M | $5,534.3 | 0.06% |
William Ertel Tassel Capital Management, Inc. | 18,385 | $371,412.58 | $374,778.22 | $3,365.64 | 0.91% |
| AK Alisha Kamadia United Community Bank | 5,500 | $112,327 | $112,117.5 | -$209.5 | -0.19% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 41,491 | $854,201.72 | $845,794.03 | -$8,407.69 | -0.98% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,101 | $228,484.83 | $226,293.88 | -$2,190.95 | -0.96% |
Amir Har-El Savvy Advisors, Inc. | 17,935 | $366,280 | $365,604.97 | -$675.03 | -0.18% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 11,154 | $229,167.24 | $227,374.29 | -$1,792.95 | -0.78% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 92 | $1,892 | $1,875.42 | -$16.58 | -0.88% |
Craig Silberg EVERPAR ADVISORS LLC | 73,940 | $1.51M | $1.51M | -$4,152.2 | -0.27% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 541,660 | $11.03M | $11.04M | $9,581.53 | 0.09% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 72,261 | $1.48M | $1.47M | -$9,147.09 | -0.62% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 27,342 | $558,413.11 | $557,366.67 | -$1,046.44 | -0.19% |
David McNeely Darden Wealth Group Inc | 10,000 | $204,900 | $203,850 | -$1,050 | -0.51% |
Alana Parm MORTON COMMUNITY BANK | 283,012 | $5.72M | $5.77M | $48,431.95 | 0.85% |