| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 25,882 | $2.37M | $2.43M | $52,572.33 | 2.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 80,960 | $7.64M | $7.59M | -$51,173.62 | -0.67% |
Mark Weber DecisionMap Wealth Management, LLC | 24,633 | $2.27M | $2.31M | $41,970.02 | 1.85% |
James Rankin Modern Wealth Management, LLC | 185,341 | $17.28M | $17.38M | $91,721.9 | 0.53% |
Joseph C. Gissy Tactive Advisors, LLC | 2,978 | $282,575.66 | $279,157.42 | -$3,418.24 | -1.21% |
David Vollmer PFS Partners, LLC | 5 | $476 | $468.77 | -$7.23 | -1.52% |
Angela Kelley HTLF Bank | 46,340 | $4.31M | $4.34M | $33,010.24 | 0.77% |
Scott L. Comeau BCU Wealth Advisors, LLC | 21,265 | $1.99M | $2M | $5,257.07 | 0.26% |
Amir Har-El Savvy Advisors, Inc. | 9,858 | $932,392.37 | $924,236.79 | -$8,155.58 | -0.87% |
Owen McCabe Tyche Wealth Partners LLC | 13,420 | $1.27M | $1.26M | -$10,764.23 | -0.85% |
United Advisor Group LLC United Advisor Group, LLC | 7,586 | $716,197.46 | $711,225.43 | -$4,972.03 | -0.69% |
Jeff Ramsey Quotient Wealth Partners, LLC | 1.63M | $152.7M | $152.64M | -$58,821.48 | -0.04% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,962 | $757,633.97 | $746,477.31 | -$11,156.66 | -1.47% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 26,658 | $2.51M | $2.5M | -$11,285.22 | -0.45% |
Jon Deven Mouton CAP Partners, LLC | 16,214 | $1.52M | $1.52M | -$3,738.06 | -0.25% |
Brad Sayre Shared Vision Wealth Group LLC | 68,009 | $6.38M | $6.38M | -$1,727 | -0.03% |
Anthony Blagrove Traveka Wealth, LLC | 48,799 | $4.64M | $4.58M | -$63,176.28 | -1.36% |
Thomas Hood Alternative Investment Advisors, LLC. | 66,069 | $6.2M | $6.19M | -$1,456.83 | -0.02% |
Joshua Stipcich Tidemark, LLC | 3,395 | $321,173.22 | $318,356.96 | -$2,816.26 | -0.88% |
| PF Patricia France Gilliland Jeter Wealth Management LLC | 3,114 | $296,437.13 | $292,006.94 | -$4,430.19 | -1.49% |