| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Brian Glenn Premier Path Wealth Partners, LLC | 12,840 | $1.41M | $1.38M | -$24,345.99 | -1.73% |
| AK Alisha Kamadia United Community Bank | 141 | $15,368 | $15,165.96 | -$202.04 | -1.31% |
Courtney Haddad Concurrent Investment Advisors, LLC | 20,524 | $2.27M | $2.21M | -$62,323.47 | -2.75% |
James Rankin Modern Wealth Management, LLC | 248,404 | $27.29M | $26.72M | -$569,605.91 | -2.09% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 3,308 | $362,838.73 | $355,808.48 | -$7,030.25 | -1.94% |
Amir Har-El Savvy Advisors, Inc. | 18,247 | $2.01M | $1.96M | -$46,266.55 | -2.3% |
David W. Lewis Lewis Asset Management, LLC | 5,717 | $628,266.79 | $614,920.52 | -$13,346.27 | -2.12% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 500 | $60,470.01 | $53,780 | -$6,690.01 | -11.06% |
Jeff Ramsey Quotient Wealth Partners, LLC | 2,294 | $252,800.24 | $246,742.64 | -$6,057.6 | -2.4% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 119 | $12,990 | $12,799.64 | -$190.36 | -1.47% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 40 | $4,360 | $4,302.4 | -$57.6 | -1.32% |
Mark Fonville Fonville Wealth Management LLC | 5,439 | $600,742.15 | $585,018.84 | -$15,723.31 | -2.62% |
Keisuke Ichihara Rakuten Securities, Inc. | 91 | $9,960.65 | $9,787.96 | -$172.69 | -1.73% |
Joshua Stipcich Tidemark, LLC | 421 | $46,588.17 | $45,282.76 | -$1,305.41 | -2.8% |
Luke Bunch OxenFree Capital LLC | 3,574 | $393,659.73 | $384,419.44 | -$9,240.29 | -2.35% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 28 | $3,069.07 | $3,011.68 | -$57.39 | -1.87% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 15,692 | $1.73M | $1.69M | -$45,207.68 | -2.61% |
Matthew Stead Sachetta, LLC | 276 | $30,513.23 | $29,686.56 | -$826.67 | -2.71% |
| LR Lora Rommel EHRLICH FINANCIAL GROUP | 7,587 | $835,980.36 | $816,057.72 | -$19,922.64 | -2.38% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 7,488 | $821,014.52 | $805,409.28 | -$15,605.24 | -1.9% |