| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 12,795 | $761,430 | $763,221.75 | $1,791.75 | 0.24% |
Courtney Haddad Concurrent Investment Advisors, LLC | 129,629 | $7.75M | $7.73M | -$14,259.23 | -0.18% |
Scott McMillan White Wing Wealth Management | 18,070 | $1.08M | $1.08M | -$3,766.8 | -0.35% |
James Rankin Modern Wealth Management, LLC | 13,580 | $811,139 | $810,023.91 | -$1,115.09 | -0.14% |
KKM Financial LLC KKM Financial LLC | 19,434 | $1.16M | $1.16M | -$2,037.43 | -0.18% |
David Vollmer PFS Partners, LLC | 4,504 | $268,887.7 | $268,686.12 | -$201.58 | -0.07% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,370 | $201,964.2 | $201,104.75 | -$859.45 | -0.43% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 386,777 | $23.12M | $23.08M | -$49,853.23 | -0.22% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 128,899 | $7.7M | $7.69M | -$5,803.95 | -0.08% |
PETER KRUSSEL Southland Equity Partners LLC | 3,883 | $232,918.76 | $231,660.94 | -$1,257.82 | -0.54% |
Joshua Stipcich Tidemark, LLC | 5,468 | $326,166.5 | $326,138.86 | -$27.64 | -0.01% |
Jaran Day OPINICUS CAPITAL, INC. | 84,963 | $5.08M | $5.07M | -$13,766.71 | -0.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 3,425 | $205,039.32 | $204,284.12 | -$755.2 | -0.37% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 906 | $54,303.79 | $54,033.84 | -$269.95 | -0.5% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 26,074 | $1.56M | $1.56M | -$1,952.53 | -0.13% |
Chandler te Velde Maia Wealth LLC | 28,369 | $1.7M | $1.69M | -$5,587.06 | -0.33% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 9,402 | $562,599.75 | $560,895.11 | -$1,704.64 | -0.3% |
Christopher Griffith Stablepoint Partners, LLC | 213,638 | $12.78M | $12.75M | -$35,217.23 | -0.28% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 3,919 | $234,082 | $233,768.35 | -$313.65 | -0.13% |
Angela Mari Abich Financial Wealth Management LLC | 166 | $9,945 | $9,901.92 | -$43.08 | -0.43% |