| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 467 | $36,384 | $35,778.18 | -$605.82 | -1.67% |
United Advisor Group LLC United Advisor Group, LLC | 5,840 | $451,819.92 | $447,110.4 | -$4,709.52 | -1.04% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,905 | $382,129 | $375,502.27 | -$6,626.73 | -1.73% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 87,702 | $6.78M | $6.71M | -$61,393.66 | -0.91% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,197 | $248,083.69 | $245,018.08 | -$3,065.61 | -1.24% |
PETER KRUSSEL Southland Equity Partners LLC | 11,859 | $962,926.82 | $907,865.74 | -$55,061.08 | -5.72% |
Setu Mazumdar Physician Wealth Solutions Inc. | 9,245 | $727,582 | $708,444.35 | -$19,137.65 | -2.63% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 9,415 | $734,040.5 | $720,812.4 | -$13,228.1 | -1.8% |
Taylor Wagner Valued Wealth Advisors LLC | 26 | $2,052 | $1,992.77 | -$59.23 | -2.89% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 25,348 | $1.99M | $1.94M | -$46,858.77 | -2.36% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 4,618 | $354,077.53 | $353,530.99 | -$546.54 | -0.15% |
Mark Fonville Fonville Wealth Management LLC | 56,661 | $4.37M | $4.34M | -$30,393.08 | -0.69% |
Anthony Blagrove Traveka Wealth, LLC | 42,413 | $3.25M | $3.25M | -$2,569.59 | -0.08% |
Cody Gehman Stonebridge Financial Group, LLC | 16,985 | $1.32M | $1.3M | -$21,265.2 | -1.61% |
Wayne Atkins VCI Wealth Management LLC | 134,999 | $10.5M | $10.34M | -$164,663.65 | -1.57% |
Curtis Burkholder Bare Financial Services, Inc | 170 | $13,238 | $13,015.2 | -$222.8 | -1.68% |
Keisuke Ichihara Rakuten Securities, Inc. | 100 | $7,840.57 | $7,664.5 | -$176.07 | -2.25% |
Andrea Butler Sequent Planning LLC | 9,099 | $714,166.17 | $696,846.91 | -$17,319.26 | -2.43% |
Jaran Day OPINICUS CAPITAL, INC. | 2,892 | $227,699.76 | $221,469.36 | -$6,230.4 | -2.74% |
Arbor Wealth Advisors LLC Arbor Wealth Advisors LLC | 48,972 | $3.8M | $3.75M | -$46,841.89 | -1.23% |