| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 5,654 | $287,421 | $282,502.11 | -$4,918.89 | -1.71% |
James Rankin Modern Wealth Management, LLC | 4,810 | $243,675 | $240,187.35 | -$3,487.65 | -1.43% |
KKM Financial LLC KKM Financial LLC | 76,874 | $3.89M | $3.84M | -$50,525.83 | -1.3% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 33,387 | $1.7M | $1.67M | -$30,509.01 | -1.8% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 21,251 | $1.08M | $1.06M | -$17,088.83 | -1.58% |
Kaitlin Theobald Sherrill & Hutchins Financial Advisory, Inc | 4,237 | $214,609.8 | $211,744.07 | -$2,865.73 | -1.34% |
Setu Mazumdar Physician Wealth Solutions Inc. | 5,485 | $277,867.79 | $274,112.87 | -$3,754.92 | -1.35% |
Brad Sayre Shared Vision Wealth Group LLC | 4,047 | $205,729 | $202,127.41 | -$3,601.59 | -1.75% |
Cody Gehman Stonebridge Financial Group, LLC | 42,307 | $2.12M | $2.11M | -$10,496.26 | -0.49% |
JORDAN GREEN Valley Financial Group, Inc. | 9,064 | $457,923.95 | $452,520.2 | -$5,403.75 | -1.18% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 46,443 | $2.38M | $2.32M | -$63,394.35 | -2.66% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 97,708 | $4.97M | $4.88M | -$85,074.17 | -1.71% |
Michael Herman Apollon Financial, LLC | 147,595 | $7.56M | $7.37M | -$183,877.03 | -2.43% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 17,645 | $888,072.91 | $881,367.75 | -$6,705.16 | -0.76% |
Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 14,492 | $737,772.17 | $723,585.56 | -$14,186.61 | -1.92% |
Gintare Zubrute PROATHLETE WEALTH MANAGEMENT LLC | 154,765 | $7.84M | $7.73M | -$106,511.3 | -1.36% |
Mary C. Johnston Atlanta Consulting Group Advisors, LLC | 6,914 | $350,263 | $345,458.01 | -$4,804.99 | -1.37% |
Bray Creech Joel Adams & Associates, Inc. | 27,473 | $1.39M | $1.37M | -$20,553.69 | -1.48% |
James J. Karabas Embree Financial Group | 5,813 | $295,962.05 | $290,330.28 | -$5,631.77 | -1.9% |
| GPW Gentry Private Wealth LLC GENTRY PRIVATE WEALTH, LLC | 48,017 | $2.46M | $2.4M | -$64,048.87 | -2.6% |