| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 31 | $566.81 | $556.08 | -$10.73 | -1.89% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 21,000 | $354,662.93 | $376,740 | $22,077.07 | 6.22% |
Chandler te Velde Maia Wealth LLC | 38,900 | $697,576.68 | $698,255 | $678.32 | 0.1% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,738 | $219,187.31 | $228,495.52 | $9,308.21 | 4.25% |
Chris Chatto Encompass More Asset Management | 10,459 | $190,771.74 | $187,582.16 | -$3,189.58 | -1.67% |
David McNeely Darden Wealth Group Inc | 150,988 | $2.58M | $2.71M | $126,766.97 | 4.91% |
David Novak Novak & Powell Financial Services, Inc. | 11,677 | $197,226.97 | $209,426.99 | $12,200.02 | 6.19% |
| KL Kathryn Lutz Wiser Advisor Group LLC | 43,652 | $736,721 | $782,898.62 | $46,177.62 | 6.27% |
Lance Johnson ROI Financial Advisors, LLC | 121,936 | $2.14M | $2.19M | $49,752.93 | 2.33% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 119 | $2,114.24 | $2,134.26 | $20.02 | 0.95% |
Sean Rooney Prospect Financial Services LLC | 24,310 | $421,404.85 | $436,075.21 | $14,670.36 | 3.48% |
Michael Bailey MGB Wealth Management, LLC | 56,919 | $1.02M | $1.02M | -$561.94 | -0.06% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 924,872 | $16.58M | $16.59M | $2,080.56 | 0.01% |
Brian Krause Cascade Financial Partners, LLC | 11,065 | $201,604 | $198,506.1 | -$3,097.9 | -1.54% |
Taylor Faw Strathmore Capital Advisors, Inc. | 15,730 | $281,420.6 | $282,196.2 | $775.6 | 0.28% |
Grant Carroll Strategic Financial Partners, Ltd. | 11,716 | $212,185.89 | $210,094.83 | -$2,091.06 | -0.99% |
| CCA City Center Advisors LLC City Center Advisors, LLC | 11,149 | $199,348 | $199,927.21 | $579.21 | 0.29% |
Chad Warrick Summit Wealth Partners, LLC | 19,207 | $392,030.02 | $344,477.54 | -$47,552.48 | -12.13% |
Bryan Gort Quest 10 Wealth Builders, Inc. | 49 | $867.26 | $878.81 | $11.55 | 1.33% |
Teresa Coleman Creekside Partners | 39,148 | $690,207.72 | $702,119.38 | $11,911.66 | 1.73% |