| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 12,580 | $304,939 | $303,931.54 | -$1,007.46 | -0.33% |
Mark Weber DecisionMap Wealth Management, LLC | 29,808 | $719,308.63 | $719,958.59 | $649.96 | 0.09% |
James Rankin Modern Wealth Management, LLC | 258,026 | $6.23M | $6.23M | $4,662.24 | 0.07% |
| MF Michael Fogarty Foundry Financial Group, Inc. | 103,667 | $2.48M | $2.5M | $19,357.38 | 0.78% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 24,136 | $576,588.33 | $583,005.08 | $6,416.75 | 1.11% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 145,628 | $3.5M | $3.52M | $18,142.22 | 0.52% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 135,396 | $3.25M | $3.27M | $17,543.11 | 0.54% |
Dustin Schick Evergreen Private Wealth LLC | 148,278 | $3.55M | $3.58M | $27,592.88 | 0.78% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 21,522 | $514,445.77 | $519,863.91 | $5,418.14 | 1.05% |
Dane Crunk EIGHT 31 FINANCIAL, LLC | 329,125 | $7.97M | $7.95M | -$20,687.34 | -0.26% |
Tammy Trenta FF Advisors,LLC | 88,149 | $2.12M | $2.13M | $7,867.12 | 0.37% |
Nicholas Jeffries M3 Advisory Group, LLC | 9,150 | $222,974 | $221,018.25 | -$1,955.75 | -0.88% |
Joseph C. Capezza, Jr Cove Private Wealth, LLC | 32,000 | $775,680 | $772,960 | -$2,720 | -0.35% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 6,155 | $149,197 | $148,704.8 | -$492.2 | -0.33% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 10,073 | $243,968 | $243,313.31 | -$654.69 | -0.27% |
CLINE REASOR Gratus Wealth Advisors, LLC | 1.47M | $35.1M | $35.39M | $288,560.18 | 0.82% |
Alan Hartley Black Cypress Capital Management, LLC | 5,800 | $140,844 | $140,099 | -$745 | -0.53% |
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 47,931 | $1.16M | $1.16M | -$3,120.39 | -0.27% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 13,382 | $320,309.81 | $323,216.78 | $2,906.97 | 0.91% |
Kelly Dixon Cannon Financial Strategists, Inc. | 58,483 | $1.4M | $1.41M | $16,268.17 | 1.16% |