| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Charles Corkery PUREfi Wealth, LLC | 11,439 | $410,399.37 | $402,767.19 | -$7,632.18 | -1.86% |
James Rankin Modern Wealth Management, LLC | 6,735 | $257,798.69 | $242,594.7 | -$15,203.99 | -5.9% |
Amir Har-El Savvy Advisors, Inc. | 8,485 | $310,904.28 | $298,756.85 | -$12,147.43 | -3.91% |
Andrea N. Thompson WEST PACES ADVISORS INC. | 13,276 | $428,856.34 | $467,447.96 | $38,591.62 | 9% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 500 | $13,550.09 | $17,605 | $4,054.91 | 29.93% |
PETER KRUSSEL Southland Equity Partners LLC | 5,890 | $212,747.1 | $207,386.9 | -$5,360.2 | -2.52% |
Taylor Wagner Valued Wealth Advisors LLC | 4 | $108.4 | $140.84 | $32.44 | 29.93% |
Dane Grouell Turning Point Benefit Group, Inc. | 7,908 | $285,710 | $278,440.68 | -$7,269.32 | -2.54% |
Cody Gehman Stonebridge Financial Group, LLC | 22,085 | $738,963.01 | $777,612.85 | $38,649.84 | 5.23% |
Curtis Burkholder Bare Financial Services, Inc | 3,072 | $113,322.68 | $108,165.12 | -$5,157.56 | -4.55% |
Joshua Stipcich Tidemark, LLC | 11 | $420 | $390.06 | -$29.94 | -7.13% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 24,179 | $662,563.7 | $851,342.59 | $188,778.89 | 28.49% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 23 | $855 | $809.83 | -$45.17 | -5.28% |
Christy Clarin Portfolio Design Labs, LLC | 71,348 | $2.44M | $2.5M | $60,956.77 | 2.5% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 12,669 | $426,228.52 | $449,242.74 | $23,014.22 | 5.4% |
Matthew Stead Sachetta, LLC | 150 | $5,732.66 | $5,281.5 | -$451.16 | -7.87% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 106 | $4,028.3 | $3,818.12 | -$210.18 | -5.22% |
Matthew Cochran Atlantic Edge Private Wealth Management, LLC | 653 | $17,697 | $22,992.13 | $5,295.13 | 29.92% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 10,455 | $331,363.47 | $368,120.55 | $36,757.08 | 11.09% |
Alan Gilmore Private Wealth Management Group, LLC | 77 | $2,087 | $2,711.17 | $624.17 | 29.91% |