| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jesse Steele Etesian Wealth Advisors, Inc. | 4,204 | $211,028.82 | $211,608.34 | $579.52 | 0.27% |
Kristy DeJarnette Financial Security Advisor, Inc. | 208,104 | $10.51M | $10.48M | -$36,201.19 | -0.34% |
Christopher Barr Red Mountain Financial, LLC | 41,625 | $2.1M | $2.09M | -$1,291.2 | -0.06% |
NICOLE MARTIN Arlington Trust Co LLC | 6,927 | $350,298 | $348,601.27 | -$1,696.73 | -0.48% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 6,164 | $311,713 | $310,203.3 | -$1,509.7 | -0.48% |
Kevin Bresler TD Waterhouse Canada Inc. | 61,016 | $3.08M | $3.07M | -$7,038.73 | -0.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 170,594 | $8.62M | $8.58M | -$33,920.17 | -0.39% |
Mark Petersen Prosperitas Financial LLC | 194,337 | $9.83M | $9.78M | -$55,692.6 | -0.57% |
Scott McMillan White Wing Wealth Management | 388,423 | $19.55M | $19.55M | $3,585.12 | 0.02% |
James Rankin Modern Wealth Management, LLC | 359,025 | $18.16M | $18.06M | -$100,074.39 | -0.55% |
Menachem Striks Morton Capital Management LLC/CA | 573,696 | $29.01M | $28.88M | -$129,074.89 | -0.44% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 72,558 | $3.65M | $3.65M | $5,821.99 | 0.16% |
David Vollmer PFS Partners, LLC | 2,766 | $139,600.45 | $139,212.78 | -$387.67 | -0.28% |
Benj Foor Frazier Financial Advisors, LLC | 1,074 | $54,411.92 | $54,054.42 | -$357.5 | -0.66% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 5,542 | $280,370 | $278,984.28 | -$1,385.72 | -0.49% |
Amir Har-El Savvy Advisors, Inc. | 20,859 | $1.05M | $1.05M | -$5,420.29 | -0.51% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 140,975 | $7.12M | $7.1M | -$24,330.53 | -0.34% |
United Advisor Group LLC United Advisor Group, LLC | 66,338 | $3.35M | $3.34M | -$11,923.11 | -0.36% |
One Degree Advisors Inc. One Degree Advisors Inc | 7,432 | $376,949.67 | $373,941.08 | -$3,008.59 | -0.8% |
Jon Deven Mouton CAP Partners, LLC | 30,738 | $1.55M | $1.55M | -$3,924.83 | -0.25% |