| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 228,143 | $11.54M | $11.35M | -$190,181.35 | -1.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 79,770 | $4.02M | $3.97M | -$51,770.13 | -1.29% |
RENEE PILKENTON Exchange Bank | 34,486 | $1.72M | $1.72M | -$218.62 | -0.01% |
James Rankin Modern Wealth Management, LLC | 210,560 | $10.74M | $10.5M | -$243,364.37 | -2.27% |
Benj Foor Frazier Financial Advisors, LLC | 34 | $1,698.07 | $1,701.02 | $2.95 | 0.17% |
Amir Har-El Savvy Advisors, Inc. | 545,755 | $27.57M | $27.15M | -$417,779.6 | -1.52% |
Setu Mazumdar Physician Wealth Solutions Inc. | 15,241 | $759,001.95 | $758,239.75 | -$762.2 | -0.1% |
Brad Sayre Shared Vision Wealth Group LLC | 9,796 | $490,195.03 | $487,351 | -$2,844.03 | -0.58% |
Kaitlyn Barnes Financial Architects, LLC | 34,210 | $1.71M | $1.7M | -$9,740.37 | -0.57% |
Kent Keister Bear Mountain Capital, Inc. | 23,312 | $1.16M | $1.16M | -$2,440.61 | -0.21% |
Joshua Stipcich Tidemark, LLC | 93,078 | $4.71M | $4.66M | -$53,030.35 | -1.13% |
James Petitpren ORBA Wealth Advisors, L.L.C. | 13,937 | $705,224 | $693,365.75 | -$11,858.25 | -1.68% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 31,468 | $1.59M | $1.57M | -$17,128.5 | -1.08% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 7,478 | $375,485.54 | $372,030.5 | -$3,455.04 | -0.92% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 164,332 | $8.37M | $8.18M | -$195,671.67 | -2.34% |
Matthew Stead Sachetta, LLC | 24,998 | $1.25M | $1.24M | -$4,071.06 | -0.33% |
Chandler te Velde Maia Wealth LLC | 22,422 | $1.15M | $1.12M | -$33,837.42 | -2.94% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,437 | $632,159.12 | $618,740.75 | -$13,418.37 | -2.12% |
Michael Herman Apollon Financial, LLC | 22,007 | $1.11M | $1.09M | -$14,126.31 | -1.27% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 6,152 | $306,424.09 | $306,062 | -$362.09 | -0.12% |