| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Able Financial Group LLC ABLE Financial Group, LLC | 64,829 | $3.33M | $3.26M | -$69,347.29 | -2.08% |
Shawn Scholz Impact Partnership Wealth, LLC | 8,415 | $436,563.23 | $423,022.05 | -$13,541.18 | -3.1% |
Alisha Arvold Christopher J. Hasenberg, Inc | 4,877 | $251,313.72 | $245,166.79 | -$6,146.93 | -2.45% |
Christopher C. Powers Farther Finance Advisors, LLC | 7,877 | $403,884.34 | $395,976.79 | -$7,907.55 | -1.96% |
Jon Greer GSG Advisors LLC | 25,831 | $1.3M | $1.31M | $3,087.33 | 0.24% |
Jesse Steele Etesian Wealth Advisors, Inc. | 85,581 | $4.32M | $4.3M | -$17,128.4 | -0.4% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 41,658 | $2.09M | $2.09M | $5,188.17 | 0.25% |
Stacey Cheek Wheelhouse Advisory Group LLC | 4,045 | $208,991.31 | $203,342.15 | -$5,649.16 | -2.7% |
Courtney Haddad Concurrent Investment Advisors, LLC | 25,247 | $1.29M | $1.27M | -$16,871.4 | -1.31% |
Scott McMillan White Wing Wealth Management | 13,909 | $714,453 | $699,205.43 | -$15,247.57 | -2.13% |
James Rankin Modern Wealth Management, LLC | 8,155 | $415,872.72 | $412,806.1 | -$3,066.62 | -0.74% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 18,361 | $929,553.13 | $923,007.47 | -$6,545.66 | -0.7% |
David Vollmer PFS Partners, LLC | 186 | $9,326.78 | $9,350.22 | $23.44 | 0.25% |
Benj Foor Frazier Financial Advisors, LLC | 609 | $30,852 | $30,821.49 | -$30.51 | -0.1% |
PETER KRUSSEL Southland Equity Partners LLC | 16,238 | $829,161.08 | $816,284.26 | -$12,876.82 | -1.55% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 21,663 | $1.1M | $1.1M | -$5,921.32 | -0.54% |
Joshua Stipcich Tidemark, LLC | 212 | $10,883.86 | $10,729.32 | -$154.54 | -1.42% |
Jaran Day OPINICUS CAPITAL, INC. | 13,663 | $705,604.51 | $686,839.01 | -$18,765.5 | -2.66% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,024 | $51,994.81 | $51,476.48 | -$518.33 | -1% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 3,897 | $200,201 | $197,266.14 | -$2,934.86 | -1.47% |