| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 27,280 | $1.44M | $1.42M | -$11,111.81 | -0.77% |
| AK Alisha Kamadia United Community Bank | 31,748 | $1.67M | $1.66M | -$11,111.92 | -0.67% |
Courtney Haddad Concurrent Investment Advisors, LLC | 52,972 | $2.77M | $2.77M | -$6,872.3 | -0.25% |
RENEE PILKENTON Exchange Bank | 19,274 | $988,273.16 | $1.01M | $18,022.38 | 1.82% |
James Rankin Modern Wealth Management, LLC | 17,506 | $923,598.44 | $913,988.26 | -$9,610.18 | -1.04% |
David Vollmer PFS Partners, LLC | 513 | $27,205 | $26,783.73 | -$421.27 | -1.55% |
Benj Foor Frazier Financial Advisors, LLC | 197 | $10,102.22 | $10,285.37 | $183.15 | 1.81% |
Amir Har-El Savvy Advisors, Inc. | 28,249 | $1.47M | $1.47M | $5,459.79 | 0.37% |
David W. Lewis Lewis Asset Management, LLC | 11,071 | $567,791.01 | $578,016.91 | $10,225.9 | 1.8% |
Jeff Ramsey Quotient Wealth Partners, LLC | 28,181 | $1.49M | $1.47M | -$23,107.95 | -1.55% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 126 | $6,535 | $6,578.46 | $43.46 | 0.67% |
Mark Fonville Fonville Wealth Management LLC | 13,893 | $712,378.98 | $725,353.53 | $12,974.55 | 1.82% |
Kent Keister Bear Mountain Capital, Inc. | 19,901 | $1.03M | $1.04M | $13,157.17 | 1.28% |
Joshua Stipcich Tidemark, LLC | 948 | $49,036.99 | $49,495.08 | $458.09 | 0.93% |
Wynn Capital LLC Wynn Capital, LLC | 12,900 | $679,314 | $673,509 | -$5,805 | -0.85% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 7,258 | $384,800.62 | $378,940.18 | -$5,860.44 | -1.52% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 81,788 | $4.33M | $4.27M | -$55,555.44 | -1.28% |
Discipline Wealth Solutions LLC Discipline Wealth Solutions, LLC | 342,522 | $17.73M | $17.88M | $153,135.57 | 0.86% |
Marion Hebert CENTRAL VALLEY ADVISORS, LLC | 5,465 | $287,274 | $285,327.65 | -$1,946.35 | -0.68% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 170,778 | $8.89M | $8.92M | $25,438.05 | 0.29% |