| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Gray Lodestar Private Asset Management LLC | 1,956 | $526,995.07 | $529,371.86 | $2,376.79 | 0.45% |
Amy Ardeel Icon Wealth Advisors LLC | 12,304 | $3.58M | $3.37M | -$205,486.06 | -5.75% |
John J. Edwards Breed's Hi LLCapital LLC | 766 | $222,092 | $207,310.25 | -$14,781.75 | -6.66% |
Steve Alexandrowski GEM Asset Management LLC | 1,460 | $395,233.14 | $395,134.41 | -$98.73 | -0.02% |
Joshua A. Kennon Kennon-Green & Company LLC | 9,016 | $2.4M | $2.47M | $73,860.71 | 3.08% |
| DW Donald Windle Windle Wealth LLC | 29,526 | $7.98M | $7.99M | $14,846.64 | 0.19% |
Matthew C. Jessup Jessup Wealth Management Inc. | 923 | $245,412.43 | $252,643.56 | $7,231.13 | 2.95% |
Jonathan Seed Seed Wealth Management Inc. | 1,408 | $371,050.87 | $381,061.13 | $10,010.26 | 2.7% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 2,460 | $683,405.13 | $665,774.42 | -$17,630.71 | -2.58% |
Andy Peters Goldstein Advisors LLC | 2,004 | $532,629.51 | $542,362.58 | $9,733.07 | 1.83% |
Samuel Bridgers, III Redwood Wealth Management Group LLC | 2,285 | $603,173.33 | $618,412.42 | $15,239.09 | 2.53% |
| JGK Jonathan G. Kasting Regimen Wealth LLC | 750 | $228,467.67 | $205,466.25 | -$23,001.42 | -10.07% |
| TAB Thomas A. Burke Syntegra Private Wealth Group LLC | 2,378 | $677,103.09 | $643,581.94 | -$33,521.15 | -4.95% |
Jeffrey Hanson Breakwater Capital Group | 956 | $286,670.24 | $258,731.85 | -$27,938.39 | -9.75% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 449 | $118,906.8 | $121,517.36 | $2,610.56 | 2.2% |
Salvatore Cocivera Cora Capital Advisors LLC | 1,062 | $287,387.61 | $287,419.69 | $32.08 | 0.01% |
Justin Halverson Great Waters Wealth Management | 2,232 | $696,997.3 | $604,068.5 | -$92,928.8 | -13.33% |
Jesse Ellington Dover Advisors LLC | 3,822 | $1.07M | $1.05M | -$18,818.63 | -1.76% |
Darren Tapley New England Capital Financial Advisors LLC | 1,232 | $332,581.38 | $333,428.49 | $847.11 | 0.25% |
Paul L. Moffat Arista Wealth Management LLC | 4,659 | $1.36M | $1.26M | -$100,288.14 | -7.37% |