| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 38,527 | $1.94M | $1.95M | $5,007.06 | 0.26% |
Syon Capital LLC SYON CAPITAL LLC | 48,126 | $2.44M | $2.44M | -$6,247.9 | -0.26% |
Courtney Haddad Concurrent Investment Advisors, LLC | 314,389 | $15.96M | $15.88M | -$82,188.37 | -0.52% |
Teresa Douberly Burford Brothers, Inc. | 18,220 | $917,741.48 | $920,110 | $2,368.52 | 0.26% |
James Rankin Modern Wealth Management, LLC | 2.96M | $150.2M | $149.67M | -$531,934.76 | -0.35% |
David Vollmer PFS Partners, LLC | 470,572 | $23.86M | $23.76M | -$91,657.34 | -0.38% |
Benj Foor Frazier Financial Advisors, LLC | 209 | $10,528 | $10,566.41 | $38.41 | 0.36% |
Amir Har-El Savvy Advisors, Inc. | 16,502 | $837,972.24 | $833,351 | -$4,621.24 | -0.55% |
Ann Keitner Quantum Portfolio Management LLC | 10,400 | $527,384 | $526,240 | -$1,144 | -0.22% |
Jeff Ramsey Quotient Wealth Partners, LLC | 10,364 | $524,458.44 | $523,382 | -$1,076.44 | -0.21% |
One Degree Advisors Inc. One Degree Advisors Inc | 6,631 | $334,003.47 | $334,865.5 | $862.03 | 0.26% |
Jon Deven Mouton CAP Partners, LLC | 8,347 | $423,853.02 | $421,523.5 | -$2,329.52 | -0.55% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 9,943 | $503,534.05 | $502,121.5 | -$1,412.55 | -0.28% |
Michel Del Buono a16z Perennial Management, L.P. | 217,155 | $10.98M | $10.97M | -$17,343.07 | -0.16% |
Cody Gehman Stonebridge Financial Group, LLC | 185,270 | $9.39M | $9.36M | -$32,192.62 | -0.34% |
Andrea Butler Sequent Planning LLC | 8,033 | $408,220.9 | $406,469.8 | -$1,751.1 | -0.43% |
Jaran Day OPINICUS CAPITAL, INC. | 63,074 | $3.19M | $3.19M | -$4,759.9 | -0.15% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 316 | $16,024.26 | $15,958 | -$66.26 | -0.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 45,337 | $2.29M | $2.29M | -$208.91 | -0.01% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 26,467 | $1.34M | $1.34M | -$5,777.17 | -0.43% |