| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 73,173 | $1.36M | $1.36M | -$3,949.16 | -0.29% |
John Shanley Aspect Partners, LLC | 1,056 | $19,584 | $19,530.72 | -$53.28 | -0.27% |
Berkeley Harrison Sterling Financial Group, Inc. | 20,471 | $385,060 | $378,611.14 | -$6,448.86 | -1.67% |
Christopher C. Powers Farther Finance Advisors, LLC | 22,490 | $421,723.38 | $415,952.55 | -$5,770.83 | -1.37% |
Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 343 | $6,356 | $6,343.78 | -$12.22 | -0.19% |
Matthew J. Syverson Sound Stewardship, LLC | 458,271 | $8.57M | $8.48M | -$91,257.27 | -1.07% |
William Ertel Tassel Capital Management, Inc. | 16,287 | $299,560.19 | $302,205.28 | $2,645.09 | 0.88% |
| AK Alisha Kamadia United Community Bank | 5,500 | $102,632 | $102,025 | -$607 | -0.59% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 41,159 | $772,959.12 | $761,235.7 | -$11,723.42 | -1.52% |
Courtney Haddad Concurrent Investment Advisors, LLC | 11,340 | $213,592.72 | $209,733.3 | -$3,859.42 | -1.81% |
James Rankin Modern Wealth Management, LLC | 14,173 | $263,256 | $263,263.47 | $7.47 | - |
Amir Har-El Savvy Advisors, Inc. | 12,587 | $234,876 | $232,796.56 | -$2,079.44 | -0.89% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 11,780 | $221,876 | $217,871.1 | -$4,004.9 | -1.81% |
Cody Gehman Stonebridge Financial Group, LLC | 10,918 | $202,802 | $201,928.41 | -$873.59 | -0.43% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 94 | $1,768 | $1,738.53 | -$29.47 | -1.67% |
Craig Silberg EVERPAR ADVISORS LLC | 80,914 | $1.52M | $1.5M | -$18,661.81 | -1.23% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 572,218 | $10.62M | $10.58M | -$36,251.56 | -0.34% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,355 | $62,606 | $62,319.12 | -$286.88 | -0.46% |
David McNeely Darden Wealth Group Inc | 11,000 | $205,700 | $203,775 | -$1,925 | -0.94% |
Anne Wright Lummis Asset Management, LP | 162 | $3,051 | $2,996.19 | -$54.81 | -1.8% |