| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Courtney Haddad Concurrent Investment Advisors, LLC | 615,436 | $18.01M | $17.82M | -$193,964.32 | -1.08% |
James Rankin Modern Wealth Management, LLC | 2.07M | $60.38M | $59.81M | -$574,477.39 | -0.95% |
Joseph C. Gissy Tactive Advisors, LLC | 65,413 | $1.92M | $1.89M | -$21,832.43 | -1.14% |
Derek Ripp Austin Wealth Management, LLC | 37,694 | $1.09M | $1.09M | -$1,921.73 | -0.18% |
| TJM Tyler J McMurray VISIONARY HORIZONS, LLC | 66,225 | $1.93M | $1.92M | -$6,715.71 | -0.35% |
One Degree Advisors Inc. One Degree Advisors Inc | 13,425 | $393,897.93 | $388,690 | -$5,207.93 | -1.32% |
Mark Fonville Fonville Wealth Management LLC | 470,619 | $13.75M | $13.62M | -$126,506.04 | -0.92% |
| MG Melissa Glennie Capital Management Associates, Inc | 26,880 | $787,721.85 | $778,178.69 | -$9,543.16 | -1.21% |
Joshua Stipcich Tidemark, LLC | 71,256 | $2.07M | $2.06M | -$7,797.9 | -0.38% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 751 | $21,836.32 | $21,745.2 | -$91.12 | -0.42% |
Chandler te Velde Maia Wealth LLC | 23,667 | $690,502.11 | $685,277.98 | -$5,224.13 | -0.76% |
Leslie D. Thompson Spectrum Wealth Counsel, LLC | 574 | $16,595.48 | $16,620.17 | $24.69 | 0.15% |
Angela Mari Abich Financial Wealth Management LLC | 45,037 | $1.32M | $1.3M | -$15,652.06 | -1.19% |
| AMM Annette M. Marshall GLOBALT Investments LLC / GA | 10.14M | $295.78M | $293.5M | -$2.28M | -0.77% |
Ruth Thortvedt Financial Network Wealth Advisors LLC | 5,038 | $146,479.25 | $145,900.48 | -$578.77 | -0.4% |
D. Garet Strange Hobbs Group Advisors, LLC | 157,355 | $4.6M | $4.56M | -$45,618.16 | -0.99% |
Jeffrey Liguori NAPATREE CAPITAL LLC | 57,610 | $1.67M | $1.67M | -$5,996.04 | -0.36% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 34,205 | $1M | $990,405.77 | -$11,520.4 | -1.15% |
Beth Steinhaus Breakwater Investment Management | 30,007 | $868,791.69 | $868,852.68 | $60.99 | 0.01% |
Laurel Steward Mattson Financial Services, LLC | 11,737 | $343,206.77 | $339,844.83 | -$3,361.94 | -0.98% |