| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kevin Orr Centennial Bank/AR/ | 2,280 | $114,862.22 | $113,623.8 | -$1,238.42 | -1.08% |
Daniel Dorval DORVAL Corp | 22,245 | $1.12M | $1.11M | -$11,496.51 | -1.03% |
Courtney Haddad Concurrent Investment Advisors, LLC | 4,016 | $201,766.6 | $200,008.85 | -$1,757.75 | -0.87% |
James Rankin Modern Wealth Management, LLC | 41,652 | $2.09M | $2.08M | -$15,563.97 | -0.74% |
Jeff Ramsey Quotient Wealth Partners, LLC | 227,247 | $11.41M | $11.32M | -$80,854.84 | -0.71% |
Kevin Stillman Evernest Financial Advisors, LLC | 31,264 | $1.57M | $1.56M | -$12,190.34 | -0.78% |
Seth Hodes Able Wealth Management LLC | 5,670 | $281,411 | $281,969.1 | $558.1 | 0.2% |
Brian Distler Lakeridge Wealth Management LLC | 31,775 | $1.6M | $1.58M | -$16,211.75 | -1.01% |
Kyle Jones Pineridge Advisors LLC | 976 | $48,795.42 | $48,643.84 | -$151.58 | -0.31% |
David Quinn Pine Harbor Wealth Management, LLC | 172,298 | $8.62M | $8.59M | -$35,491.19 | -0.41% |
| DMM Dianne Marie Morin SEEDS INVESTOR LLC | 7,125 | $358,258.63 | $355,074.37 | -$3,184.26 | -0.89% |
Taylor Faw Strathmore Capital Advisors, Inc. | 4,237 | $213,362 | $210,790.75 | -$2,571.25 | -1.21% |
TIMOTHY BURKETT KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT | 5,994 | $298,112.01 | $298,710.99 | $598.98 | 0.2% |
Five Pine Wealth Management Five Pine Wealth Management | 27,151 | $1.36M | $1.35M | -$7,216.49 | -0.53% |
Cliff Shum Shum Financial Group Inc. | 4,117 | $204,316 | $204,820.75 | $504.75 | 0.25% |
Lia Bertelson Mallini Complete Financial Planning LLC | 6,000 | $299,700 | $298,980 | -$720 | -0.24% |
VestGen Advisors LLC VestGen Advisors LLC | 23,276 | $1.17M | $1.16M | -$11,286.18 | -0.96% |
Elizabeth Arce Sovran Advisors LLC | 41,118 | $2.07M | $2.05M | -$15,568.74 | -0.75% |
| LSL Legacy Solutions LLC Legacy Solutions LLC | 4,170 | $208,915.33 | $207,811.95 | -$1,103.38 | -0.53% |
| AJG Andrew J. Gilbert Keystone Financial Group Inc. | 9,530 | $481,362.1 | $474,622.59 | -$6,739.51 | -1.4% |