| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Rob C. Alston Jr Quadcap Wealth Management, LLC | 67,383 | $3.39M | $3.38M | -$2,958.26 | -0.09% |
Andrea Butler Sequent Planning LLC | 16,187 | $813,104.86 | $812,684.52 | -$420.34 | -0.05% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,612 | $80,630.36 | $80,938.52 | $308.16 | 0.38% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 5,778 | $291,364.4 | $290,200.05 | -$1,164.35 | -0.4% |
Nicole Davis Northwest Financial Advisors | 4,385 | $219,206 | $220,153.31 | $947.31 | 0.43% |
Christian J. Cyr Cyr Financial Inc. | 25,252 | $1.26M | $1.27M | $7,402.33 | 0.59% |
Kyle Bubeck Independence Asset Advisors, LLC | 4,650 | $235,546 | $234,081 | -$1,465 | -0.62% |
James Morris FMA Wealth Management, LLC | 67,919 | $3.44M | $3.41M | -$34,361.09 | -1% |
Michael Herman Apollon Financial, LLC | 19,725 | $993,033.77 | $990,293.62 | -$2,740.15 | -0.28% |
Jonathan Chatfield LM Advisors LLC | 388 | $19,396.12 | $19,479.54 | $83.42 | 0.43% |
Alan Gilmore Private Wealth Management Group, LLC | 98,150 | $4.9M | $4.93M | $30,463.73 | 0.62% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 24,769 | $1.24M | $1.24M | $2,393.48 | 0.19% |
Tammy Trenta FF Advisors,LLC | 22,100 | $1.12M | $1.11M | -$6,851 | -0.61% |
Brian Distler Lakeridge Wealth Management LLC | 13,809 | $696,221.61 | $693,004.66 | -$3,216.95 | -0.46% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 5,257 | $265,308.35 | $263,980.25 | -$1,328.1 | -0.5% |
Brady Green GGM Financials LLC | 10,310 | $520,102.13 | $517,613.55 | -$2,488.58 | -0.48% |
Dan Wohlgemuth 49 WEALTH MANAGEMENT, LLC | 36,888 | $1.87M | $1.85M | -$21,979.5 | -1.17% |
Josephine Lee New Insight Wealth Advisors | 87,844 | $4.42M | $4.41M | -$4,988.25 | -0.11% |
Geoffrey A. Frazier Global Financial Private Client, LLC | 8,690 | $437,791.73 | $436,349.23 | -$1,442.5 | -0.33% |
Kenneth Bellavance Investment Planning Advisors, Inc. | 58,363 | $2.94M | $2.93M | -$5,835.08 | -0.2% |