| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jenna Laws Evexia Wealth LLC | 14,191 | $322,080.39 | $317,735.07 | -$4,345.32 | -1.35% |
Courtney Holt Compound Planning, Inc. | 104,655 | $2.35M | $2.34M | -$12,370.47 | -0.53% |
John Shanley Aspect Partners, LLC | 274 | $6,129 | $6,138.2 | $9.2 | 0.15% |
Christopher C. Powers Farther Finance Advisors, LLC | 15,609 | $354,026.42 | $349,394.98 | -$4,631.44 | -1.31% |
Matthew J. Syverson Sound Stewardship, LLC | 61,829 | $1.38M | $1.38M | $3,643.12 | 0.26% |
William Ertel Tassel Capital Management, Inc. | 14,661 | $328,707.66 | $328,186.48 | -$521.18 | -0.16% |
| AK Alisha Kamadia United Community Bank | 2,200 | $49,203 | $49,258 | $55 | 0.11% |
James Rankin Modern Wealth Management, LLC | 268,330 | $6.09M | $6.01M | -$80,592.36 | -1.32% |
Elizabeth Parks VOISARD ASSET MANAGEMENT GROUP, INC. | 15,480 | $348,490.62 | $346,597.2 | -$1,893.42 | -0.54% |
Christopher Griffith Stablepoint Partners, LLC | 28,964 | $647,778.32 | $648,503.96 | $725.64 | 0.11% |
Ralph Antolino, Jr AA Financial Advisors, LLC | 46,123 | $1.04M | $1.03M | -$6,354.34 | -0.61% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 766,470 | $17.27M | $17.17M | -$98,925.45 | -0.57% |
| NRI NFP Retirement Inc. NFP Retirement Inc. | 27,267 | $615,211.39 | $610,780.8 | -$4,430.59 | -0.72% |
Vantage Point Financial LLC Vantage Point Financial LLC | 43,734 | $979,664.9 | $978,548.25 | -$1,116.65 | -0.11% |
VestGen Advisors LLC VestGen Advisors LLC | 15,550 | $352,229.11 | $348,164.5 | -$4,064.61 | -1.15% |
Camaron Barta BXM Wealth LLC | 31,166 | $705,519.05 | $697,806.74 | -$7,712.31 | -1.09% |
| EG Ethan Gilbert Rialto Wealth Management LLC | 2,212 | $49,560 | $49,515.62 | -$44.38 | -0.09% |
| AA Alvin Anton Summit Investment Advisors Inc. | 114,478 | $2.57M | $2.56M | -$11,669.57 | -0.45% |
Meriwether Wealth & Planning LLC Meriwether Wealth & Planning LLC | 29,385 | $658,596.49 | $657,783.22 | -$813.27 | -0.12% |
Topsail Wealth Management LLC Topsail Wealth Management LLC | 20,331 | $456,465.67 | $455,129.77 | -$1,335.9 | -0.29% |