| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 1,185 | $273,030.93 | $274,446 | $1,415.07 | 0.52% |
Mark Weber DecisionMap Wealth Management, LLC | 916 | $207,043.58 | $213,968.44 | $6,924.86 | 3.34% |
Riley Stephenson Stephenson & Company, Inc. | 857 | $213,102 | $199,252.5 | -$13,849.5 | -6.5% |
James Rankin Modern Wealth Management, LLC | 28,885 | $6.69M | $6.73M | $41,797.79 | 0.63% |
KKM Financial LLC KKM Financial LLC | 24,715 | $5.66M | $5.77M | $104,757.05 | 1.85% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 1,323 | $292,191.78 | $305,302.09 | $13,110.31 | 4.49% |
Menachem Striks Morton Capital Management LLC/CA | 2,322 | $392,394.5 | $539,284.5 | $146,890 | 37.43% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 14,687 | $3.25M | $3.42M | $175,771.51 | 5.41% |
David Vollmer PFS Partners, LLC | 1,886 | $297,612.55 | $435,873.46 | $138,260.91 | 46.46% |
Benj Foor Frazier Financial Advisors, LLC | 797 | $140,738.55 | $184,194.67 | $43,456.12 | 30.88% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 18,750 | $5.09M | $4.34M | -$750,657.6 | -14.75% |
Angela Kelley HTLF Bank | 2,341 | $383,116.96 | $542,128.78 | $159,011.82 | 41.5% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,940 | $480,836.84 | $682,815 | $201,978.16 | 42.01% |
Amir Har-El Savvy Advisors, Inc. | 29,820 | $7.2M | $6.94M | -$260,264.74 | -3.61% |
Joseph Morrison Sentry LLC | 14,340 | $2M | $3.38M | $1.38M | 68.98% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,547 | $342,627.67 | $357,171.36 | $14,543.69 | 4.24% |
Owen McCabe Tyche Wealth Partners LLC | 3,698 | $987,678.52 | $860,432.15 | -$127,246.37 | -12.88% |
William Ramsay Financial Symmetry Inc | 2,204 | $454,935.47 | $513,003.04 | $58,067.57 | 12.76% |
United Advisor Group LLC United Advisor Group, LLC | 7,495 | $1.86M | $1.73M | -$121,809 | -6.56% |
Jeff Ramsey Quotient Wealth Partners, LLC | 5,600 | $1.16M | $1.3M | $139,276.31 | 11.98% |