| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
NICOLE MARTIN Arlington Trust Co LLC | 6,927 | $350,298 | $349,709.59 | -$588.41 | -0.17% |
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 1,475 | $74,650 | $74,464.93 | -$185.07 | -0.25% |
Kevin Bresler TD Waterhouse Canada Inc. | 99,289 | $5.01M | $5.01M | $4,742.59 | 0.09% |
Courtney Haddad Concurrent Investment Advisors, LLC | 156,828 | $7.92M | $7.92M | -$4,650.68 | -0.06% |
Mark Petersen Prosperitas Financial LLC | 197,726 | $10.01M | $9.98M | -$23,984.29 | -0.24% |
Scott McMillan White Wing Wealth Management | 388,423 | $19.55M | $19.61M | $63,790.68 | 0.33% |
James Rankin Modern Wealth Management, LLC | 53,418 | $2.71M | $2.7M | -$13,101.05 | -0.48% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 90,974 | $4.57M | $4.59M | $20,677.16 | 0.45% |
David Vollmer PFS Partners, LLC | 2,766 | $139,600.45 | $139,640.68 | $40.23 | 0.03% |
Benj Foor Frazier Financial Advisors, LLC | 1,770 | $89,687.84 | $89,357.92 | -$329.92 | -0.37% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,542 | $280,370 | $279,786.21 | -$583.79 | -0.21% |
Amir Har-El Savvy Advisors, Inc. | 4,154 | $210,167.92 | $209,711.37 | -$456.55 | -0.22% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 163,353 | $8.26M | $8.25M | -$9,121.91 | -0.11% |
United Advisor Group LLC United Advisor Group, LLC | 74,730 | $3.77M | $3.77M | -$1,369.46 | -0.04% |
One Degree Advisors Inc. One Degree Advisors Inc | 7,600 | $385,473.99 | $383,683.72 | -$1,790.27 | -0.46% |
Jon Deven Mouton CAP Partners, LLC | 25,797 | $1.3M | $1.3M | $788.23 | 0.06% |
Steven JE Manders BKM Wealth Management, LLC | 4,113 | $208,158 | $207,643.57 | -$514.43 | -0.25% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 401,578 | $20.25M | $20.27M | $25,339.3 | 0.13% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 66,527 | $3.36M | $3.36M | $941.75 | 0.03% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 39,618 | $2M | $2M | -$4,667.85 | -0.23% |