| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Kure Advisory LLC Kure Advisory, LLC | 89,641 | $4.58M | $4.53M | -$50,327.49 | -1.1% |
John Hayes LongView Wealth Management | 4,786 | $244,660 | $241,932.3 | -$2,727.7 | -1.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 11,323 | $569,893.57 | $572,377.65 | $2,484.08 | 0.44% |
Courtney Haddad Concurrent Investment Advisors, LLC | 234,815 | $11.98M | $11.86M | -$120,421.22 | -1% |
Teresa Douberly Burford Brothers, Inc. | 5,654 | $287,421 | $285,640.65 | -$1,780.35 | -0.62% |
KKM Financial LLC KKM Financial LLC | 70,644 | $3.58M | $3.57M | -$7,750.23 | -0.22% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 22,019 | $1.12M | $1.11M | -$10,496.08 | -0.93% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 10,888 | $553,491 | $550,061.76 | -$3,429.24 | -0.62% |
Setu Mazumdar Physician Wealth Solutions Inc. | 5,485 | $277,867.79 | $277,184.47 | -$683.32 | -0.25% |
Brad Sayre Shared Vision Wealth Group LLC | 4,047 | $205,729 | $204,494.91 | -$1,234.09 | -0.6% |
Cody Gehman Stonebridge Financial Group, LLC | 14,596 | $742,287.06 | $737,535.88 | -$4,751.18 | -0.64% |
JORDAN GREEN Valley Financial Group, Inc. | 9,064 | $457,923.95 | $458,049.24 | $125.29 | 0.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 46,443 | $2.38M | $2.35M | -$33,903.05 | -1.42% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 86,697 | $4.42M | $4.38M | -$34,858.97 | -0.79% |
Michael Herman Apollon Financial, LLC | 128,010 | $6.56M | $6.47M | -$94,345.55 | -1.44% |
Kelly Richert Clayton Financial Group LLC | 708 | $36,307.11 | $35,778.78 | -$528.33 | -1.46% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 28,702 | $1.44M | $1.45M | $5,883.81 | 0.41% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 13,519 | $688,479.23 | $683,182.66 | -$5,296.57 | -0.77% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 159,332 | $8.07M | $8.05M | -$15,905.77 | -0.2% |
Bray Creech Joel Adams & Associates, Inc. | 27,410 | $1.39M | $1.39M | -$3,787.28 | -0.27% |