| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 1.42M | $69.97M | $70.52M | $545,913.68 | 0.78% |
James Rankin Modern Wealth Management, LLC | 23,016 | $1.15M | $1.14M | -$2,186.04 | -0.19% |
David Vollmer PFS Partners, LLC | 236,514 | $11.72M | $11.71M | -$16,840.93 | -0.14% |
Amir Har-El Savvy Advisors, Inc. | 15,077 | $751,163.2 | $746,160.73 | -$5,002.47 | -0.67% |
Phillip G. Trueblood Trueblood Wealth Management, LLC | 4,757 | $229,931.06 | $235,423.93 | $5,492.87 | 2.39% |
PETER KRUSSEL Southland Equity Partners LLC | 14,008 | $697,648.67 | $693,255.92 | -$4,392.75 | -0.63% |
| KK Katelyn Kappius Traction Financial Partners, LLC | 46,660 | $2.28M | $2.32M | $39,208.21 | 1.72% |
Joshua Stipcich Tidemark, LLC | 4,957 | $240,510.93 | $246,041.69 | $5,530.76 | 2.3% |
Emily Priebe Priebe Wealth Holdings LLC | 19,500 | $959,600 | $965,055 | $5,455 | 0.57% |
JORDAN GREEN Valley Financial Group, Inc. | 12,851 | $623,489.78 | $638,501.93 | $15,012.15 | 2.41% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 5,702 | $284,601.43 | $283,054.69 | -$1,546.74 | -0.54% |
| CPA Clear Point Advisors Inc. Clear Point Advisors Inc. | 45,392 | $2.26M | $2.25M | -$13,158.92 | -0.58% |
Chandler te Velde Maia Wealth LLC | 36,120 | $1.76M | $1.79M | $25,337.6 | 1.44% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 5,746 | $284,067.47 | $284,369.54 | $302.07 | 0.11% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 6,255 | $295,486.52 | $309,559.95 | $14,073.43 | 4.76% |
| FTM F. Thomas Mosley Mosley Wealth Management | 1,156 | $56,671.5 | $57,210.44 | $538.94 | 0.95% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 13,002 | $648,010.02 | $643,468.98 | -$4,541.04 | -0.7% |
Todd A. Rustman Clarity Capital Partners LLC | 4,228 | $207,858.25 | $209,243.72 | $1,385.47 | 0.67% |
Jessica Vickery BlueChip Wealth Advisors LLC | 6,084 | $297,049.41 | $301,097.16 | $4,047.75 | 1.36% |
| WSF Wall Street Financial Group Inc. Wall Street Financial Group, Inc. | 29,324 | $1.46M | $1.45M | -$8,504.24 | -0.58% |