| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Andrew Stafford PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 22,879 | $532,609.21 | $525,301.84 | -$7,307.37 | -1.37% |
Thomas Dobbins New Republic Capital, LLC | 4,991 | $116,538.17 | $114,593.36 | -$1,944.81 | -1.67% |
Invesco LLC INVESCO, LLC | 25,270 | $586,769 | $580,199.2 | -$6,569.8 | -1.12% |
| SMR Stephen M Reiches Rappaport Reiches Capital Management, LLC | 17,672 | $478,604.94 | $405,749.12 | -$72,855.82 | -15.22% |
Andrew Parsons Corrigan Financial, Inc. | 39,202 | $997,698.15 | $900,077.92 | -$97,620.23 | -9.78% |
Christopher C. Powers Farther Finance Advisors, LLC | 213,851 | $5M | $4.91M | -$89,635.12 | -1.79% |
Anthony Moeller MN Wealth Advisors, LLC | 13,156 | $305,803.14 | $302,061.76 | -$3,741.38 | -1.22% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 121,144 | $2.77M | $2.78M | $12,086.68 | 0.44% |
Kickstand Ventures LLC KICKSTAND VENTURES, LLC. | 409,603 | $9.35M | $9.4M | $59,139.92 | 0.63% |
Courtney Haddad Concurrent Investment Advisors, LLC | 8,963 | $210,364.62 | $205,790.48 | -$4,574.14 | -2.17% |
James Rankin Modern Wealth Management, LLC | 1.22M | $28.62M | $28.01M | -$606,921.27 | -2.12% |
Joseph C. Gissy Tactive Advisors, LLC | 124,104 | $2.9M | $2.85M | -$51,099.05 | -1.76% |
Benj Foor Frazier Financial Advisors, LLC | 70 | $1,631 | $1,607.2 | -$23.8 | -1.46% |
Amir Har-El Savvy Advisors, Inc. | 69,574 | $1.62M | $1.6M | -$18,083.96 | -1.12% |
David W. Lewis Lewis Asset Management, LLC | 11,469 | $267,355.27 | $263,328.24 | -$4,027.03 | -1.51% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 19,636 | $458,304.25 | $450,351.66 | -$7,952.59 | -1.74% |
Brad Sayre Shared Vision Wealth Group LLC | 53,811 | $1.24M | $1.23M | -$5,577.45 | -0.45% |
Neal D. Carlson Forthright Family Wealth Advisory LLC | 316,590 | $7.4M | $7.26M | -$136,973.47 | -1.85% |
| MG Melissa Glennie Capital Management Associates, Inc | 59,279 | $1.39M | $1.36M | -$34,161.42 | -2.45% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 15,810 | $369,148.64 | $362,602.35 | -$6,546.29 | -1.77% |