| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 261,910 | $13.19M | $13.08M | -$114,069.19 | -0.86% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 30,145 | $1.52M | $1.5M | -$19,923.03 | -1.31% |
Amir Har-El Savvy Advisors, Inc. | 17,182 | $861,679.14 | $854,632.68 | -$7,046.46 | -0.82% |
United Advisor Group LLC United Advisor Group, LLC | 40,251 | $2.04M | $2M | -$39,763.29 | -1.95% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 101,151 | $5.1M | $5.03M | -$71,317.96 | -1.4% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 59,009 | $2.96M | $2.94M | -$27,386.42 | -0.92% |
Andrea Butler Sequent Planning LLC | 18,331 | $921,709.2 | $915,175.17 | -$6,534.03 | -0.71% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,612 | $80,630.36 | $80,471.04 | -$159.32 | -0.2% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 10,677 | $540,865 | $531,073.98 | -$9,791.02 | -1.81% |
Nicole Davis Northwest Financial Advisors | 4,080 | $203,959.06 | $202,939.2 | -$1,019.86 | -0.5% |
Christian J. Cyr Cyr Financial Inc. | 25,506 | $1.27M | $1.27M | -$4,597.52 | -0.36% |
Kyle Bubeck Independence Asset Advisors, LLC | 4,650 | $235,546 | $231,291 | -$4,255 | -1.81% |
James Morris FMA Wealth Management, LLC | 67,919 | $3.44M | $3.38M | -$66,011.34 | -1.92% |
Michael Herman Apollon Financial, LLC | 19,756 | $994,604.06 | $982,663.44 | -$11,940.62 | -1.2% |
Jonathan Chatfield LM Advisors LLC | 7,768 | $392,766.36 | $387,778.56 | -$4,987.8 | -1.27% |
Alan Gilmore Private Wealth Management Group, LLC | 100,446 | $5.01M | $5M | -$17,767.63 | -0.35% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 28,248 | $1.42M | $1.41M | -$7,205.43 | -0.51% |
Tammy Trenta FF Advisors,LLC | 22,174 | $1.12M | $1.1M | -$17,305.71 | -1.54% |
Brian Distler Lakeridge Wealth Management LLC | 14,569 | $734,718.39 | $724,662.06 | -$10,056.33 | -1.37% |
Jessica Vickery BlueChip Wealth Advisors LLC | 10,000 | $506,550 | $497,400 | -$9,150 | -1.81% |