| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RS Randy Smith Fairway Financial LLC | 16,006 | $662,061.08 | $653,044.8 | -$9,016.28 | -1.36% |
| MC Molly Crider Walker Asset Management LLC | 18,947 | $743,735.05 | $774,174.42 | $30,439.37 | 4.09% |
| TG Timothy Gerlach Novem Group | 5,011 | $203,296 | $204,473.85 | $1,177.85 | 0.58% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,961 | $1.02M | $1.02M | -$5,741.03 | -0.56% |
| SR Scott Register Register Financial Advisors LLC | 546 | $22,511.86 | $22,249.94 | -$261.92 | -1.16% |
Jill Batley Gateway Wealth Partners LLC | 10,100 | $409,784 | $412,080 | $2,296 | 0.56% |
Alexandra Stickelman Root Financial Partners, LLC | 123 | $5,184.31 | $5,016.55 | -$167.76 | -3.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 10,070 | $409,756.58 | $411,863 | $2,106.42 | 0.51% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 57,416 | $2.4M | $2.34M | -$52,932.69 | -2.21% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,337 | $265,326.37 | $258,676.34 | -$6,650.03 | -2.51% |
Courtney Haddad Concurrent Investment Advisors, LLC | 73,137 | $3M | $2.98M | -$15,176.34 | -0.51% |
KKM Financial LLC KKM Financial LLC | 5,183 | $216,960 | $211,466.4 | -$5,493.6 | -2.53% |
Joshua Stipcich Tidemark, LLC | 6,618 | $274,986.29 | $270,014.4 | -$4,971.89 | -1.81% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,878 | $362,186.2 | $362,222.4 | $36.2 | 0.01% |
Lance Johnson ROI Financial Advisors, LLC | 5,459 | $226,915.24 | $222,673.16 | -$4,242.08 | -1.87% |
Collin Randall Randall & Associates Wealth Management | 60,614 | $2.51M | $2.47M | -$42,544.76 | -1.69% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 14,609 | $592,674 | $596,193.29 | $3,519.29 | 0.59% |
Jessica Vickery BlueChip Wealth Advisors LLC | 21,186 | $874,838.37 | $864,600.66 | -$10,237.71 | -1.17% |
Michael Bailey MGB Wealth Management, LLC | 2,000 | $82,900 | $81,620 | -$1,280 | -1.54% |
Adam Stalnaker Rockport Wealth LLC | 21,762 | $896,695.38 | $887,671.98 | -$9,023.4 | -1.01% |