| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
William Ertel Tassel Capital Management, Inc. | 6,184 | $658,920.78 | $655,163.88 | -$3,756.9 | -0.57% |
Brian Glenn Premier Path Wealth Partners, LLC | 63,978 | $6.91M | $6.76M | -$148,603.56 | -2.15% |
| AK Alisha Kamadia United Community Bank | 800 | $84,920 | $84,784 | -$136 | -0.16% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 2,538 | $274,225.85 | $268,114.32 | -$6,111.53 | -2.23% |
Courtney Haddad Concurrent Investment Advisors, LLC | 40,998 | $4.38M | $4.33M | -$50,689.45 | -1.16% |
Nicholas A. Coppola POWER WEALTH MANAGEMENT LLC | 17,894 | $1.93M | $1.89M | -$43,565.97 | -2.25% |
RENEE PILKENTON Exchange Bank | 42,838 | $4.59M | $4.53M | -$61,921.63 | -1.35% |
Charles Corkery PUREfi Wealth, LLC | 10,852 | $1.14M | $1.15M | $8,689.5 | 0.76% |
Mark Weber DecisionMap Wealth Management, LLC | 8,857 | $943,885.53 | $935,653.48 | -$8,232.05 | -0.87% |
Riley Stephenson Stephenson & Company, Inc. | 21,786 | $2.36M | $2.3M | -$60,347.5 | -2.56% |
James Rankin Modern Wealth Management, LLC | 34,992 | $3.73M | $3.7M | -$30,515.52 | -0.82% |
Menachem Striks Morton Capital Management LLC/CA | 1,970 | $212,012 | $208,110.8 | -$3,901.2 | -1.84% |
Nicholas McElroy Philip James Wealth Mangement, LLC | 1,882 | $204,027.92 | $198,814.48 | -$5,213.44 | -2.56% |
Benj Foor Frazier Financial Advisors, LLC | 425 | $45,140 | $45,026.62 | -$113.38 | -0.25% |
Derek Ripp Austin Wealth Management, LLC | 41,328 | $4.29M | $4.37M | $73,144.22 | 1.7% |
Angela Kelley HTLF Bank | 10,113 | $1.09M | $1.07M | -$24,754.03 | -2.26% |
Lydia Gallas Harbour Trust & Investment Management Co | 2,086 | $221,980.7 | $220,365.04 | -$1,615.66 | -0.73% |
Scott L. Comeau BCU Wealth Advisors, LLC | 3,942 | $419,984.04 | $416,432.88 | -$3,551.16 | -0.85% |
Amir Har-El Savvy Advisors, Inc. | 380,909 | $40.54M | $40.24M | -$302,724.91 | -0.75% |
Ann Keitner Quantum Portfolio Management LLC | 227 | $24,430 | $24,030.22 | -$399.78 | -1.64% |