| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Annmarie Young KPP Advisory Services LLC | 10,702 | $561,653.99 | $559,607.58 | -$2,046.41 | -0.36% |
Alisha Arvold Christopher J. Hasenberg, Inc | 50,737 | $2.7M | $2.65M | -$50,737.27 | -1.88% |
Thomas Dobbins New Republic Capital, LLC | 37 | $1,993.59 | $1,931.77 | -$61.82 | -3.1% |
Christopher C. Powers Farther Finance Advisors, LLC | 136,376 | $7.18M | $7.13M | -$49,128.52 | -0.68% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 11,480 | $597,421.57 | $600,289.2 | $2,867.63 | 0.48% |
Kevin Orr Centennial Bank/AR/ | 17,792 | $946,859.43 | $931,944.96 | -$14,914.47 | -1.58% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 58,397 | $3.04M | $3.05M | $16,644.19 | 0.55% |
Syon Capital LLC SYON CAPITAL LLC | 455,375 | $24.02M | $23.8M | -$226,055.85 | -0.94% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,090 | $2.74M | $2.72M | -$19,441.01 | -0.71% |
RENEE PILKENTON Exchange Bank | 7,672 | $402,933 | $401,168.88 | -$1,764.12 | -0.44% |
James Rankin Modern Wealth Management, LLC | 254,655 | $13.62M | $13.31M | -$310,558.33 | -2.28% |
Amir Har-El Savvy Advisors, Inc. | 24,854 | $1.33M | $1.3M | -$31,176.18 | -2.34% |
Ann Keitner Quantum Portfolio Management LLC | 167 | $8,879 | $8,727.42 | -$151.58 | -1.71% |
David W. Lewis Lewis Asset Management, LLC | 13,429 | $714,598.63 | $702,202.41 | -$12,396.22 | -1.73% |
Owen McCabe Tyche Wealth Partners LLC | 5,613 | $298,443 | $293,419.57 | -$5,023.43 | -1.68% |
United Advisor Group LLC United Advisor Group, LLC | 20,773 | $1.09M | $1.09M | -$1,277.92 | -0.12% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,740 | $350,584.6 | $352,434.6 | $1,850 | 0.53% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 28,370 | $1.51M | $1.48M | -$27,944.7 | -1.85% |
Wynn Capital LLC Wynn Capital, LLC | 7,400 | $397,528 | $386,946 | -$10,582 | -2.66% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 63 | $3,403.59 | $3,294.27 | -$109.32 | -3.21% |