| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
James Rankin Modern Wealth Management, LLC | 359,025 | $18.16M | $18.13M | -$33,654.76 | -0.19% |
Menachem Striks Morton Capital Management LLC/CA | 573,696 | $29.01M | $28.99M | -$17,204.17 | -0.06% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 72,558 | $3.65M | $3.67M | $19,970.8 | 0.55% |
David Vollmer PFS Partners, LLC | 2,766 | $139,600.45 | $139,793.64 | $193.19 | 0.14% |
Benj Foor Frazier Financial Advisors, LLC | 1,074 | $54,411.92 | $54,172.56 | -$239.36 | -0.44% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,542 | $280,370 | $280,092.68 | -$277.32 | -0.1% |
Amir Har-El Savvy Advisors, Inc. | 4,154 | $210,167.92 | $209,943.16 | -$224.76 | -0.11% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 169,640 | $8.57M | $8.57M | -$276.33 | - |
United Advisor Group LLC United Advisor Group, LLC | 66,338 | $3.35M | $3.35M | $2,007.87 | 0.06% |
One Degree Advisors Inc. One Degree Advisors Inc | 7,600 | $385,473.99 | $384,104 | -$1,369.99 | -0.36% |
Jon Deven Mouton CAP Partners, LLC | 30,738 | $1.55M | $1.55M | $2,069.08 | 0.13% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 401,578 | $20.25M | $20.3M | $47,546.56 | 0.23% |
Cody Branson FLOYD FINANCIAL GROUP LLC | 66,250 | $3.34M | $3.35M | $4,587.45 | 0.14% |
| KM Keith Mahan StoneCrest Wealth Management, Inc. | 39,618 | $2M | $2M | -$2,457.17 | -0.12% |
Mark Fonville Fonville Wealth Management LLC | 121,290 | $6.14M | $6.13M | -$8,552.79 | -0.14% |
Cody Gehman Stonebridge Financial Group, LLC | 7,208 | $364,222.43 | $364,292.32 | $69.89 | 0.02% |
Wayne Atkins VCI Wealth Management LLC | 342,342 | $17.28M | $17.3M | $26,689.3 | 0.15% |
Keisuke Ichihara Rakuten Securities, Inc. | 50 | $2,535.32 | $2,523 | -$12.32 | -0.49% |
| KMK Krista M. Ketelsen NavPoint Financial, Inc. | 250,122 | $12.61M | $12.64M | $34,289.18 | 0.27% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 4,051 | $205,114.44 | $204,737.54 | -$376.9 | -0.18% |