| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
RENEE PILKENTON Exchange Bank | 34,486 | $1.72M | $1.72M | $3,747.27 | 0.22% |
James Rankin Modern Wealth Management, LLC | 440,997 | $22.46M | $21.99M | -$467,028.39 | -2.08% |
Benj Foor Frazier Financial Advisors, LLC | 33 | $1,648.07 | $1,645.87 | -$2.2 | -0.13% |
Amir Har-El Savvy Advisors, Inc. | 545,755 | $27.57M | $27.22M | -$346,831.45 | -1.26% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 45,838 | $2.33M | $2.29M | -$43,050.55 | -1.85% |
Setu Mazumdar Physician Wealth Solutions Inc. | 15,241 | $759,001.95 | $760,297.28 | $1,295.33 | 0.17% |
Brad Sayre Shared Vision Wealth Group LLC | 66,483 | $3.39M | $3.32M | -$77,632.59 | -2.29% |
Kaitlyn Barnes Financial Architects, LLC | 34,210 | $1.71M | $1.71M | -$5,293.07 | -0.31% |
Kent Keister Bear Mountain Capital, Inc. | 23,396 | $1.17M | $1.17M | $633.63 | 0.05% |
Joshua Stipcich Tidemark, LLC | 44 | $2,202 | $2,194.94 | -$7.06 | -0.32% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 31,468 | $1.59M | $1.57M | -$17,757.86 | -1.12% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 10,489 | $526,848.48 | $523,243.76 | -$3,604.72 | -0.68% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 153,503 | $7.82M | $7.66M | -$165,743.48 | -2.12% |
Matthew Stead Sachetta, LLC | 22,246 | $1.11M | $1.11M | $1,829.94 | 0.17% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 2,001 | $100,131 | $99,819.88 | -$311.12 | -0.31% |
Chandler te Velde Maia Wealth LLC | 28,340 | $1.45M | $1.41M | -$37,941.72 | -2.61% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 12,437 | $632,159.12 | $620,419.74 | -$11,739.38 | -1.86% |
Michael Herman Apollon Financial, LLC | 20,996 | $1.06M | $1.05M | -$10,432.38 | -0.99% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 6,152 | $306,424.09 | $306,923.28 | $499.19 | 0.16% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 20,416 | $1.02M | $1.02M | -$6,108.96 | -0.6% |