| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Elliot Kallen Prosperity Wealth Management, Inc. | 6,589 | $931,121.92 | $886,484.06 | -$44,637.86 | -4.79% |
Peter Sigismondi Ramirez Asset Management, Inc. | 700 | $77,015 | $94,230.5 | $17,215.5 | 22.35% |
Christopher C. Powers Farther Finance Advisors, LLC | 58,042 | $7.83M | $7.91M | $88,703.4 | 1.13% |
Kevin Orr Centennial Bank/AR/ | 937 | $129,943.25 | $126,312.28 | -$3,630.97 | -2.79% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 7,907 | $889,138.31 | $1.07M | $185,620.66 | 20.88% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 152,190 | $13.9M | $20.52M | $6.61M | 47.57% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 1.35M | $158.74M | $185.82M | $27.08M | 17.06% |
William Ertel Tassel Capital Management, Inc. | 2,547 | $319,151.02 | $346,137.3 | $26,986.28 | 8.46% |
Sandeep Sharma SYNTAX RESEARCH, INC. | 125 | $11,418.89 | $17,055 | $5,636.11 | 49.36% |
| AK Alisha Kamadia United Community Bank | 149 | $18,886 | $19,952.59 | $1,066.59 | 5.65% |
Courtney Haddad Concurrent Investment Advisors, LLC | 36,895 | $4.95M | $5.07M | $123,234.63 | 2.49% |
KKM Financial LLC KKM Financial LLC | 3,909 | $495,465.75 | $532,620.79 | $37,155.04 | 7.5% |
Amir Har-El Savvy Advisors, Inc. | 5,872 | $805,762.8 | $798,592 | -$7,170.8 | -0.89% |
David W. Lewis Lewis Asset Management, LLC | 1,957 | $271,840.92 | $264,155.86 | -$7,685.06 | -2.83% |
United Advisor Group LLC United Advisor Group, LLC | 15,407 | $2.1M | $2.07M | -$33,325.93 | -1.59% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 4,590 | $562,958.47 | $618,754.95 | $55,796.48 | 9.91% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 308 | $32,402 | $41,527.64 | $9,125.64 | 28.16% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 1,562 | $211,874.48 | $210,948.24 | -$926.24 | -0.44% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 3,023 | $379,233.54 | $407,485.28 | $28,251.74 | 7.45% |
Mark Fonville Fonville Wealth Management LLC | 1,838 | $235,470.29 | $249,876.1 | $14,405.81 | 6.12% |