| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Thomas Healy PFW Advisors LLC | 39,141 | $1.99M | $1.98M | -$3,266.78 | -0.16% |
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 19,813 | $1.01M | $1.01M | -$4,953.25 | -0.49% |
Berkeley Harrison Sterling Financial Group, Inc. | 57,288 | $2.91M | $2.91M | -$6,929.71 | -0.24% |
Christopher C. Powers Farther Finance Advisors, LLC | 305,286 | $15.54M | $15.47M | -$71,787.28 | -0.46% |
Peter David N Soliman Second Line Capital, LLC | 43,654 | $2.23M | $2.22M | -$12,970.63 | -0.58% |
Christopher Barr Red Mountain Financial, LLC | 58,443 | $2.98M | $2.97M | -$10,634.91 | -0.36% |
Courtney Haddad Concurrent Investment Advisors, LLC | 31,448 | $1.6M | $1.6M | -$5,974.94 | -0.37% |
James Rankin Modern Wealth Management, LLC | 45,410 | $2.3M | $2.3M | -$222.4 | -0.01% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 23,298 | $1.19M | $1.18M | -$4,777.29 | -0.4% |
Angela Kelley HTLF Bank | 8,162 | $414,191.48 | $414,262.31 | $70.83 | 0.02% |
Amir Har-El Savvy Advisors, Inc. | 110,657 | $5.64M | $5.61M | -$21,666.25 | -0.38% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 390 | $19,888.1 | $19,786.65 | -$101.45 | -0.51% |
United Advisor Group LLC United Advisor Group, LLC | 22,635 | $1.15M | $1.15M | -$419.95 | -0.04% |
Jeff Ramsey Quotient Wealth Partners, LLC | 165,677 | $8.42M | $8.41M | -$7,198.06 | -0.09% |
Jon Deven Mouton CAP Partners, LLC | 6,769 | $343,825.32 | $343,526.75 | -$298.57 | -0.09% |
Tracey Daigle ROBINSON SMITH WEALTH ADVISORS LLC | 57,495 | $2.93M | $2.92M | -$8,413.4 | -0.29% |
| SPI Stonebrook Private Inc. Stonebrook Private Inc. | 7,128 | $363,528 | $361,746 | -$1,782 | -0.49% |
Joshua Stipcich Tidemark, LLC | 7,057 | $359,888 | $357,931.04 | -$1,956.96 | -0.54% |
Emily Priebe Priebe Wealth Holdings LLC | 20,946 | $1.07M | $1.06M | -$3,198.18 | -0.3% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 15,544 | $790,532.93 | $788,859.55 | -$1,673.38 | -0.21% |