| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 24,796 | $382,178.61 | $343,176.64 | -$39,001.97 | -10.21% |
RENEE PILKENTON Exchange Bank | 16,659 | $229,728 | $233,475.88 | $3,747.88 | 1.63% |
Teresa Douberly Burford Brothers, Inc. | 21,400 | $260,866 | $299,386 | $38,520 | 14.77% |
James Rankin Modern Wealth Management, LLC | 23,310 | $338,927 | $327,272.4 | -$11,654.6 | -3.44% |
Benj Foor Frazier Financial Advisors, LLC | 95 | $1,159 | $1,318.12 | $159.12 | 13.73% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 359 | $4,782.01 | $5,047.54 | $265.53 | 5.55% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 10,324 | $150,110 | $143,761.7 | -$6,348.3 | -4.23% |
Millstone Evans Group LLC Millstone Evans Group LLC | 6,322 | $94,514 | $87,306.82 | -$7,207.18 | -7.63% |
Highline Wealth Partners LLC Highline Wealth Partners LLC | 200 | $2,758 | $2,802 | $44 | 1.6% |
Heather Scully NWF Advisory Services Inc. | 48,150 | $689,679.2 | $668,803.5 | -$20,875.7 | -3.03% |
Grant Reeves CVFG LLC | 13,301 | $198,351.16 | $185,282.93 | -$13,068.23 | -6.59% |
| BM Berkeley Meredith Hughes Financial Services LLC | 2,121 | $30,224 | $29,778.84 | -$445.16 | -1.47% |
| KAB Katie A. Bruno Morey & Quinn Wealth Partners LLC | 45,926 | $688,690.79 | $643,652.89 | -$45,037.9 | -6.54% |
Integrity Advisory Solutions LLC Integrity Advisory Solutions LLC | 19,420 | $282,367 | $270,132.2 | -$12,234.8 | -4.33% |
Scott Pearring Seek First Inc. | 22,259 | $325,588.73 | $311,848.59 | -$13,740.14 | -4.22% |
Milestone Asset Management Group LLC Milestone Asset Management Group LLC | 12,840 | $196,966 | $180,273.6 | -$16,692.4 | -8.47% |
William F. Blake PMG Family Office LLC | 117,115 | $1.84M | $1.64M | -$196,834.75 | -10.7% |