| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 86,698 | $4.38M | $4.43M | $50,674.75 | 1.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 34,953 | $1.74M | $1.79M | $40,507.32 | 2.32% |
Stacey Cheek Wheelhouse Advisory Group LLC | 4,922 | $254,302.9 | $251,268.1 | -$3,034.8 | -1.19% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,247 | $1.29M | $1.29M | $3,326.2 | 0.26% |
Scott McMillan White Wing Wealth Management | 13,909 | $714,453 | $710,054.45 | -$4,398.55 | -0.62% |
James Rankin Modern Wealth Management, LLC | 11,124 | $568,825.87 | $568,102.68 | -$723.19 | -0.13% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 20,756 | $1.05M | $1.06M | $7,871.63 | 0.75% |
David Vollmer PFS Partners, LLC | 185 | $9,275.45 | $9,447.95 | $172.5 | 1.86% |
Benj Foor Frazier Financial Advisors, LLC | 609 | $30,852 | $31,101.63 | $249.63 | 0.81% |
PETER KRUSSEL Southland Equity Partners LLC | 16,238 | $829,161.08 | $829,355.85 | $194.77 | 0.02% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 25,631 | $1.31M | $1.31M | $2,519.23 | 0.19% |
Joshua Stipcich Tidemark, LLC | 212 | $10,883.86 | $10,828.96 | -$54.9 | -0.5% |
Jaran Day OPINICUS CAPITAL, INC. | 13,538 | $699,183.69 | $691,656.42 | -$7,527.27 | -1.08% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 909 | $46,087.58 | $46,431.72 | $344.14 | 0.75% |
Chandler te Velde Maia Wealth LLC | 8,904 | $448,680.6 | $454,816.32 | $6,135.72 | 1.37% |
Jay David Franklin Clarity Capital Advisors, LLC | 3,997 | $204,387 | $204,146.77 | -$240.23 | -0.12% |
Kyle Jones Pineridge Advisors LLC | 1,003 | $51,713.9 | $51,233.14 | -$480.76 | -0.93% |
Lindsey Cooksen Cooksen Wealth, LLC | 7,332 | $374,921.93 | $374,517.83 | -$404.1 | -0.11% |
Chris M. Frantz Catalina Capital Group, LLC | 4,755 | $245,350.75 | $242,884.92 | -$2,465.83 | -1.01% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 34,961 | $1.79M | $1.79M | -$8,508.28 | -0.47% |