| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Benj Foor Frazier Financial Advisors, LLC | 440 | $34,281 | $34,128.6 | -$152.4 | -0.44% |
Lydia Gallas Harbour Trust & Investment Management Co | 76,818 | $5.94M | $5.96M | $21,114 | 0.36% |
Amir Har-El Savvy Advisors, Inc. | 440,801 | $34.71M | $34.2M | -$508,496.16 | -1.47% |
Cindi Hill Keener Financial Planning LLC | 4,465 | $349,733.29 | $346,394.7 | -$3,338.59 | -0.95% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 467 | $36,384 | $36,229.86 | -$154.14 | -0.42% |
United Advisor Group LLC United Advisor Group, LLC | 5,840 | $451,819.92 | $453,067.2 | $1,247.28 | 0.28% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,905 | $382,129 | $380,456.32 | -$1,672.68 | -0.44% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 87,702 | $6.78M | $6.8M | $28,500.89 | 0.42% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,197 | $248,083.69 | $247,991.29 | -$92.4 | -0.04% |
PETER KRUSSEL Southland Equity Partners LLC | 12,193 | $990,615.84 | $945,932.94 | -$44,682.9 | -4.51% |
Setu Mazumdar Physician Wealth Solutions Inc. | 9,245 | $727,582 | $717,227.1 | -$10,354.9 | -1.42% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 18,830 | $1.47M | $1.46M | -$7,249.6 | -0.49% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $2,052 | $2,017.08 | -$34.92 | -1.7% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 25,348 | $1.99M | $1.96M | -$24,043.04 | -1.21% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 4,618 | $354,077.53 | $358,264.44 | $4,186.91 | 1.18% |
Mark Fonville Fonville Wealth Management LLC | 56,661 | $4.37M | $4.4M | $22,018.35 | 0.5% |
Anthony Blagrove Traveka Wealth, LLC | 42,413 | $3.25M | $3.29M | $37,086.57 | 1.14% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,763 | $216,646.83 | $214,353.54 | -$2,293.29 | -1.06% |
Cody Gehman Stonebridge Financial Group, LLC | 18,673 | $1.45M | $1.45M | -$3,926.77 | -0.27% |
Wayne Atkins VCI Wealth Management LLC | 134,999 | $10.5M | $10.47M | -$30,339.64 | -0.29% |