| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Raymond L. Eaton Primoris Wealth Advisors LLC | 15,000 | $613,650 | $607,350 | -$6,300 | -1.03% |
Tyler Glazier New Millennium Group LLC | 31 | $1,259.53 | $1,255.19 | -$4.34 | -0.34% |
Jeremy Baltz Raleigh Capital Management Inc. | 1,514 | $64,750.27 | $61,301.86 | -$3,448.41 | -5.33% |
Daniel Bennett APS Management Group Inc. | 12,244 | $512,071.37 | $495,759.56 | -$16,311.81 | -3.19% |
Randy Smith Fairway Financial LLC | 16,006 | $662,061.08 | $648,082.94 | -$13,978.14 | -2.11% |
Molly Crider Walker Asset Management LLC | 18,947 | $743,735.05 | $767,164.03 | $23,428.98 | 3.15% |
Timothy Gerlach Novem Group | 5,011 | $203,296 | $202,895.39 | -$400.61 | -0.2% |
Amanda Hawley Atria Wealth Solutions Inc. | 24,961 | $1.02M | $1.01M | -$13,728.55 | -1.34% |
Scott Register Register Financial Advisors LLC | 546 | $22,511.86 | $22,107.54 | -$404.32 | -1.8% |
Jill Batley Gateway Wealth Partners LLC | 10,100 | $409,784 | $408,949 | -$835 | -0.2% |
Christopher C. Powers Farther Finance Advisors, LLC | 4,128 | $167,762 | $167,142.72 | -$619.28 | -0.37% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 56,940 | $2.38M | $2.31M | -$70,363.08 | -2.96% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 6,337 | $265,326.37 | $256,585.13 | -$8,741.24 | -3.29% |
Courtney Haddad Concurrent Investment Advisors, LLC | 73,137 | $3M | $2.96M | -$37,848.81 | -1.26% |
James Rankin Modern Wealth Management, LLC | 7,209 | $293,046 | $294,127.2 | $1,081.2 | 0.37% |
KKM Financial LLC KKM Financial LLC | 7,181 | $298,178.8 | $292,984.8 | -$5,194 | -1.74% |
Joshua Stipcich Tidemark, LLC | 6,556 | $272,408.95 | $267,025.88 | -$5,383.07 | -1.98% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 8,878 | $362,186.2 | $361,867.28 | -$318.92 | -0.09% |
Collin Randall Randall & Associates Wealth Management | 63,860 | $2.65M | $2.59M | -$61,254.38 | -2.31% |
Jessica Vickery BlueChip Wealth Advisors LLC | 19,529 | $805,956.97 | $790,729.21 | -$15,227.76 | -1.89% |