| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 3,795 | $204,340.79 | $199,893.66 | -$4,447.13 | -2.18% |
Syon Capital LLC SYON CAPITAL LLC | 564,705 | $29.66M | $29.74M | $89,108.21 | 0.3% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,090 | $2.74M | $2.74M | $504.25 | 0.02% |
RENEE PILKENTON Exchange Bank | 7,672 | $402,933 | $403,892.44 | $959.44 | 0.24% |
James Rankin Modern Wealth Management, LLC | 247,990 | $13.26M | $13.06M | -$202,098.62 | -1.52% |
Amir Har-El Savvy Advisors, Inc. | 24,854 | $1.33M | $1.31M | -$21,855.93 | -1.64% |
David W. Lewis Lewis Asset Management, LLC | 11,919 | $634,309 | $627,808.3 | -$6,500.7 | -1.02% |
United Advisor Group LLC United Advisor Group, LLC | 20,051 | $1.05M | $1.06M | $7,034.4 | 0.67% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,740 | $350,584.6 | $355,015.35 | $4,430.75 | 1.26% |
Wynn Capital LLC Wynn Capital, LLC | 7,400 | $397,528 | $389,721 | -$7,807 | -1.96% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 63 | $3,403.59 | $3,317.89 | -$85.7 | -2.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 68,383 | $3.58M | $3.6M | $18,273.93 | 0.51% |
Matthew Stead Sachetta, LLC | 1,413 | $73,551.4 | $74,281.41 | $730.01 | 0.99% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 31,892 | $1.69M | $1.68M | -$12,779.3 | -0.76% |
Chandler te Velde Maia Wealth LLC | 93,587 | $5.03M | $4.93M | -$103,262.22 | -2.05% |
Alan Gilmore Private Wealth Management Group, LLC | 51,271 | $2.68M | $2.7M | $16,291.51 | 0.61% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 4,502 | $239,912 | $237,232.89 | -$2,679.11 | -1.12% |
Angela Mari Abich Financial Wealth Management LLC | 145 | $7,789.33 | $7,636.42 | -$152.91 | -1.96% |
Tammy Trenta FF Advisors,LLC | 5,577 | $298,258 | $293,824.24 | -$4,433.76 | -1.49% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 44 | $2,345.29 | $2,318.14 | -$27.15 | -1.16% |