| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 1.32M | $60.57M | $59.96M | -$605,863.94 | -1% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 830,657 | $37.96M | $37.62M | -$336,904.58 | -0.89% |
Charles Corkery PUREfi Wealth, LLC | 6,192 | $284,990.44 | $280,435.68 | -$4,554.76 | -1.6% |
Mark Weber DecisionMap Wealth Management, LLC | 83,864 | $3.83M | $3.8M | -$27,102.73 | -0.71% |
James Rankin Modern Wealth Management, LLC | 5.02M | $229.45M | $227.16M | -$2.29M | -1% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 57,944 | $2.64M | $2.62M | -$19,121.24 | -0.72% |
Amir Har-El Savvy Advisors, Inc. | 83,428 | $3.79M | $3.78M | -$7,258.54 | -0.19% |
United Advisor Group LLC United Advisor Group, LLC | 33,558 | $1.52M | $1.52M | -$1,050.72 | -0.07% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6.5M | $296.73M | $294.44M | -$2.29M | -0.77% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 85,039 | $3.91M | $3.85M | -$56,341.41 | -1.44% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 905,462 | $41.59M | $41.01M | -$580,278.41 | -1.4% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 27,082 | $1.24M | $1.23M | -$16,838.43 | -1.35% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 11,748 | $540,888.77 | $532,066.92 | -$8,821.85 | -1.63% |
Anthony Blagrove Traveka Wealth, LLC | 21,891 | $1.01M | $991,443.39 | -$17,411.27 | -1.73% |
Joshua Stipcich Tidemark, LLC | 421,144 | $19.44M | $19.07M | -$366,031.89 | -1.88% |
Jonathan Sard SARD WEALTH MANAGEMENT GROUP, LLC | 579,529 | $26.25M | $26.25M | -$2,777.39 | -0.01% |
JORDAN GREEN Valley Financial Group, Inc. | 23,181 | $1.05M | $1.05M | $235.99 | 0.02% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 95,193 | $4.4M | $4.31M | -$90,944.89 | -2.07% |
Carol Smith Access Investment Management LLC | 9,455 | $431,338 | $428,216.95 | -$3,121.05 | -0.72% |
Matthew Stead Sachetta, LLC | 223,961 | $10.24M | $10.14M | -$96,705.98 | -0.94% |