| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 114,556 | $10.82M | $10.65M | -$173,704.22 | -1.61% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 11,883 | $1.12M | $1.1M | -$19,250.15 | -1.71% |
Courtney Haddad Concurrent Investment Advisors, LLC | 253,712 | $24.32M | $23.58M | -$733,363.68 | -3.02% |
James Rankin Modern Wealth Management, LLC | 322,359 | $30.68M | $29.99M | -$689,484.17 | -2.25% |
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,198 | $215,676.98 | $204,304.1 | -$11,372.88 | -5.27% |
David Vollmer PFS Partners, LLC | 567 | $54,693 | $52,702.65 | -$1,990.35 | -3.64% |
Angela Kelley HTLF Bank | 3,828 | $367,021.47 | $355,812.6 | -$11,208.87 | -3.05% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 2,267 | $216,292.59 | $210,717.65 | -$5,574.94 | -2.58% |
Amir Har-El Savvy Advisors, Inc. | 7,136 | $685,980.78 | $663,291.2 | -$22,689.58 | -3.31% |
David W. Lewis Lewis Asset Management, LLC | 11,418 | $1.1M | $1.06M | -$39,108.67 | -3.55% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 271,846 | $26.89M | $25.27M | -$1.63M | -6.05% |
Owen McCabe Tyche Wealth Partners LLC | 4,601 | $442,432.26 | $427,662.95 | -$14,769.31 | -3.34% |
United Advisor Group LLC United Advisor Group, LLC | 26,369 | $2.53M | $2.45M | -$75,781.04 | -3% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 1,508 | $143,618.7 | $140,168.6 | -$3,450.1 | -2.4% |
One Degree Advisors Inc. One Degree Advisors Inc | 54,681 | $5.23M | $5.08M | -$144,597.81 | -2.77% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,479 | $330,066.89 | $324,590.7 | -$5,476.19 | -1.66% |
Brad Sayre Shared Vision Wealth Group LLC | 7,399 | $699,753 | $687,737.05 | -$12,015.95 | -1.72% |
Heidi Hargis WETZEL INVESTMENT ADVISORS, INC. | 2,253 | $213,066.21 | $209,416.35 | -$3,649.86 | -1.71% |
Keisuke Ichihara Rakuten Securities, Inc. | 1 | $95.44 | $92.96 | -$2.48 | -2.6% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 6,620 | $636,685.06 | $615,329 | -$21,356.06 | -3.35% |