| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Owen McCabe Tyche Wealth Partners LLC | 134,608 | $14.29M | $14.22M | -$64,517.96 | -0.45% |
United Advisor Group LLC United Advisor Group, LLC | 15,817 | $1.67M | $1.67M | $2,660.53 | 0.16% |
Jeff Ramsey Quotient Wealth Partners, LLC | 298,694 | $32.12M | $31.55M | -$565,669.32 | -1.76% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 3,146 | $338,533.26 | $333,413.08 | -$5,120.18 | -1.51% |
Setu Mazumdar Physician Wealth Solutions Inc. | 24,681 | $2.65M | $2.61M | -$40,420.89 | -1.53% |
Andrew Schiff TRITONPOINT WEALTH, LLC | 8,594 | $917,982.01 | $909,674.9 | -$8,307.11 | -0.9% |
Brad Sayre Shared Vision Wealth Group LLC | 9,384 | $996,982.62 | $991,325.76 | -$5,656.86 | -0.57% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 5,618 | $608,217.68 | $593,485.52 | -$14,732.16 | -2.42% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 56,153 | $6.03M | $5.93M | -$96,206.78 | -1.6% |
Mark Fonville Fonville Wealth Management LLC | 2,372 | $255,339.88 | $250,578.08 | -$4,761.8 | -1.86% |
| MG Melissa Glennie Capital Management Associates, Inc | 25,834 | $2.73M | $2.73M | $2,254.67 | 0.08% |
Anthony Blagrove Traveka Wealth, LLC | 47,231 | $5.12M | $4.99M | -$129,578.96 | -2.53% |
Kent Keister Bear Mountain Capital, Inc. | 1 | $107.58 | $105.64 | -$1.94 | -1.8% |
Curtis Burkholder Bare Financial Services, Inc | 70,033 | $7.48M | $7.4M | -$84,539.16 | -1.13% |
Joshua Stipcich Tidemark, LLC | 2,347 | $252,554.1 | $248,652.91 | -$3,901.19 | -1.54% |
Andrea Butler Sequent Planning LLC | 24,290 | $2.59M | $2.57M | -$16,057.41 | -0.62% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,635 | $175,959 | $172,721.4 | -$3,237.6 | -1.84% |
JORDAN GREEN Valley Financial Group, Inc. | 3,739 | $402,393.49 | $395,810.54 | -$6,582.95 | -1.64% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 54,337 | $5.77M | $5.76M | -$10,867.83 | -0.19% |
Linda J. Farinola OMNI 360 Wealth, Inc. | 3,881 | $418,193.85 | $409,988.84 | -$8,205.01 | -1.96% |