| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 223,246 | $11.29M | $11.29M | -$1,929.66 | -0.02% |
Michael G. Hansen IAMS WEALTH MANAGEMENT, LLC | 37,905 | $1.91M | $1.92M | $7,579.57 | 0.4% |
Syon Capital LLC SYON CAPITAL LLC | 48,126 | $2.44M | $2.43M | -$7,451.05 | -0.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 362,985 | $18.41M | $18.36M | -$52,660.98 | -0.29% |
Teresa Douberly Burford Brothers, Inc. | 18,220 | $917,741.48 | $921,567.6 | $3,826.12 | 0.42% |
James Rankin Modern Wealth Management, LLC | 2.96M | $150.2M | $149.58M | -$620,669.03 | -0.41% |
David Vollmer PFS Partners, LLC | 470,572 | $23.86M | $23.8M | -$54,011.58 | -0.23% |
Benj Foor Frazier Financial Advisors, LLC | 209 | $10,528 | $10,572.26 | $44.26 | 0.42% |
Amir Har-El Savvy Advisors, Inc. | 15,857 | $805,228.76 | $801,810.79 | -$3,417.97 | -0.42% |
Ann Keitner Quantum Portfolio Management LLC | 10,400 | $527,384 | $526,084 | -$1,300 | -0.25% |
Jeff Ramsey Quotient Wealth Partners, LLC | 13,919 | $703,945.71 | $704,023.02 | $77.31 | 0.01% |
One Degree Advisors Inc. One Degree Advisors Inc | 6,709 | $337,941.69 | $339,246.62 | $1,304.93 | 0.39% |
Jon Deven Mouton CAP Partners, LLC | 8,347 | $423,853.02 | $422,191.26 | -$1,661.76 | -0.39% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 9,943 | $503,534.05 | $502,817.51 | -$716.54 | -0.14% |
Michel Del Buono a16z Perennial Management, L.P. | 217,155 | $10.98M | $10.98M | -$2,163.94 | -0.02% |
Cody Gehman Stonebridge Financial Group, LLC | 447,579 | $22.63M | $22.64M | $11,477.77 | 0.05% |
Andrea Butler Sequent Planning LLC | 8,033 | $408,220.9 | $406,309.14 | -$1,911.76 | -0.47% |
Jaran Day OPINICUS CAPITAL, INC. | 63,074 | $3.19M | $3.19M | -$660.09 | -0.02% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 316 | $16,024.26 | $15,980.12 | -$44.14 | -0.28% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 45,337 | $2.29M | $2.29M | -$208.91 | -0.01% |