| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 192,157 | $9.21M | $9.25M | $39,398.19 | 0.43% |
Scott McMillan White Wing Wealth Management | 36,648 | $1.77M | $1.76M | -$3,797.93 | -0.21% |
Derek Ripp Austin Wealth Management, LLC | 327,330 | $15.73M | $15.76M | $24,566.7 | 0.16% |
Amir Har-El Savvy Advisors, Inc. | 7,487 | $358,852 | $360,386.74 | $1,534.74 | 0.43% |
One Degree Advisors Inc. One Degree Advisors Inc | 29,073 | $1.4M | $1.4M | -$3,843 | -0.27% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 14,902 | $722,394.43 | $717,307.77 | -$5,086.66 | -0.7% |
Setu Mazumdar Physician Wealth Solutions Inc. | 14,392 | $698,156.02 | $692,902.84 | -$5,253.18 | -0.75% |
Andy Bloom MB Generational Wealth, LLC | 56,793 | $2.73M | $2.73M | $4,214.08 | 0.15% |
David Ragan Grunden Financial Advisory, Inc. | 12,580 | $609,148.11 | $605,538.3 | -$3,609.81 | -0.59% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 32,857 | $1.58M | $1.58M | $5,114.07 | 0.32% |
Sharon Allen Sterling Wealth Management, Inc. | 27,947 | $1.34M | $1.35M | $2,368.89 | 0.18% |
Michael Herman Apollon Financial, LLC | 5,126 | $245,689 | $246,791.27 | $1,102.27 | 0.45% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 788,243 | $38.13M | $37.95M | -$177,822.23 | -0.47% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 36,643 | $1.77M | $1.76M | -$7,009.49 | -0.4% |
Tammy Trenta FF Advisors,LLC | 55,193 | $2.68M | $2.66M | -$20,125.88 | -0.75% |
Ryan Gibbs Heritage Wealth Management, Inc. /CA/ | 37,882 | $1.83M | $1.82M | -$2,032.99 | -0.11% |
Patrick Gaul Oceanside Advisors LLC | 7,666 | $370,725.28 | $369,079.57 | -$1,645.71 | -0.44% |
John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 37,722 | $1.8M | $1.81M | $19,123.06 | 1.07% |
Thaddeus Gilliam Verisail Partners, LLC | 43,265 | $2.07M | $2.08M | $13,481.08 | 0.65% |
Bill Parsons MAINSAIL ASSET MANAGEMENT, LLC | 101,469 | $4.89M | $4.88M | -$2,901.06 | -0.06% |