| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Ben Loeffler ACORN CREEK CAPITAL LLC | 19,818 | $914,191.92 | $906,372.27 | -$7,819.65 | -0.86% |
NICOLE MARTIN Arlington Trust Co LLC | 6,066 | $274,304.3 | $277,489.17 | $3,184.87 | 1.16% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 12.54M | $573.35M | $573.65M | $298,371.44 | 0.05% |
| MR Maximiliaan Rijkenberg SAPIENT CAPITAL LLC | 15,494 | $715,048 | $708,773.03 | -$6,274.97 | -0.88% |
| AK Alisha Kamadia United Community Bank | 4,866 | $224,761 | $222,643.83 | -$2,117.17 | -0.94% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 177,225 | $8.1M | $8.11M | $2,203.44 | 0.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 437,299 | $20.27M | $20.01M | -$266,319.42 | -1.31% |
Charles Corkery PUREfi Wealth, LLC | 11,110 | $508,179.76 | $508,226.95 | $47.19 | 0.01% |
Mark Weber DecisionMap Wealth Management, LLC | 4,516 | $208,275.66 | $206,584.42 | -$1,691.24 | -0.81% |
James Rankin Modern Wealth Management, LLC | 550,514 | $25.25M | $25.19M | -$58,131.41 | -0.23% |
Scott L. Comeau BCU Wealth Advisors, LLC | 172,845 | $7.98M | $7.92M | -$56,627.59 | -0.71% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 38,828 | $1.79M | $1.78M | -$15,495.99 | -0.86% |
Amir Har-El Savvy Advisors, Inc. | 3.34M | $155.01M | $152.94M | -$2.07M | -1.33% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 1,732 | $80,607 | $79,247.66 | -$1,359.34 | -1.69% |
Owen McCabe Tyche Wealth Partners LLC | 51,822 | $2.4M | $2.37M | -$27,564.31 | -1.15% |
Jeff Ramsey Quotient Wealth Partners, LLC | 32,422 | $1.49M | $1.48M | -$8,891.82 | -0.6% |
CARL LYMANGOOD Petros Family Wealth, LLC | 21,282 | $990,464.7 | $973,757.91 | -$16,706.79 | -1.69% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,162 | $472,688.7 | $464,962.31 | -$7,726.39 | -1.63% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 204,563 | $9.45M | $9.36M | -$95,413.68 | -1.01% |
Jon Deven Mouton CAP Partners, LLC | 33,952 | $1.57M | $1.55M | -$13,550.3 | -0.86% |