| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrea N. Thompson WEST PACES ADVISORS INC. | 19 | $1,055 | $1,097.06 | $42.06 | 3.99% |
Owen McCabe Tyche Wealth Partners LLC | 3,652 | $208,691.84 | $209,332.64 | $640.8 | 0.31% |
United Advisor Group LLC United Advisor Group, LLC | 3,728 | $261,562.13 | $215,254.72 | -$46,307.41 | -17.7% |
Jeff Ramsey Quotient Wealth Partners, LLC | 6,296 | $361,835.12 | $363,531.04 | $1,695.92 | 0.47% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 538 | $27,686.41 | $31,064.12 | $3,377.71 | 12.2% |
PETER KRUSSEL Southland Equity Partners LLC | 7,327 | $469,380.64 | $423,060.98 | -$46,319.66 | -9.87% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 5,900 | $377,107.8 | $340,666 | -$36,441.8 | -9.66% |
Taylor Wagner Valued Wealth Advisors LLC | 631 | $40,476.84 | $36,433.94 | -$4,042.9 | -9.99% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 33,935 | $1.98M | $1.96M | -$23,866.95 | -1.2% |
Kent Keister Bear Mountain Capital, Inc. | 224 | $10,650.29 | $12,933.76 | $2,283.47 | 21.44% |
Keisuke Ichihara Rakuten Securities, Inc. | 2 | $134.82 | $112.12 | -$22.7 | -16.84% |
Wynn Capital LLC Wynn Capital, LLC | 6,100 | $388,152.2 | $352,214 | -$35,938.2 | -9.26% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 647 | $44,767.55 | $37,357.78 | -$7,409.77 | -16.55% |
Christy Clarin Portfolio Design Labs, LLC | 9,975 | $696,391.02 | $561,093.75 | -$135,297.27 | -19.43% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 10,609 | $634,516.93 | $594,740.55 | -$39,776.38 | -6.27% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 459 | $33,181.06 | $26,020.71 | -$7,160.35 | -21.58% |
Chandler te Velde Maia Wealth LLC | 29,362 | $1.91M | $1.7M | -$212,287.35 | -11.13% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 200 | $9,142 | $11,548 | $2,406 | 26.32% |
Amber Baker NDVR, Inc. | 4,210 | $245,902.75 | $243,085.4 | -$2,817.35 | -1.15% |
Alan Gilmore Private Wealth Management Group, LLC | 409 | $21,357.45 | $23,615.66 | $2,258.21 | 10.57% |