| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Jay Annis Annis Gardner Whiting Capital Advisors, LLC | 862 | $19,901.63 | $19,735.49 | -$166.14 | -0.83% |
Courtney Haddad Concurrent Investment Advisors, LLC | 74,495 | $1.74M | $1.71M | -$30,361.02 | -1.75% |
Amir Har-El Savvy Advisors, Inc. | 25,496 | $584,601.41 | $583,475.96 | -$1,125.45 | -0.19% |
Cindi Hill Keener Financial Planning LLC | 13,442 | $309,563.25 | $307,754.59 | -$1,808.66 | -0.58% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 14,570 | $340,618.7 | $333,580.15 | -$7,038.55 | -2.07% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 5,196 | $120,223 | $118,910.46 | -$1,312.54 | -1.09% |
Anthony Blagrove Traveka Wealth, LLC | 30,651 | $716,581.18 | $701,448.13 | -$15,133.05 | -2.11% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 2,636 | $61,427.3 | $60,320.12 | -$1,107.18 | -1.8% |
Dustin Schick Evergreen Private Wealth LLC | 25,095 | $582,684.65 | $574,253.9 | -$8,430.75 | -1.45% |
Chandler te Velde Maia Wealth LLC | 14,829 | $343,975.87 | $339,334.97 | -$4,640.9 | -1.35% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 26,749 | $614,518.63 | $612,418.35 | -$2,100.28 | -0.34% |
Jessica Riley Hale GC Wealth Management RIA, LLC | 38,903 | $911,941.11 | $891,073.21 | -$20,867.9 | -2.29% |
Alan Gilmore Private Wealth Management Group, LLC | 52,141 | $1.21M | $1.19M | -$16,233.25 | -1.34% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 9,706 | $226,971.46 | $222,218.87 | -$4,752.59 | -2.09% |
Ian Jameson American Capital Advisory, LLC | 2,785 | $64,439 | $63,762.57 | -$676.43 | -1.05% |
Mark Weiskind Fairway Wealth LLC | 6,297 | $148,322.33 | $144,169.81 | -$4,152.52 | -2.8% |
Cynthia Schlanger Ashton Thomas Private Wealth, LLC | 8,780 | $206,562.45 | $201,018.1 | -$5,544.35 | -2.68% |
Brady Green GGM Financials LLC | 4,014 | $94,540.21 | $91,900.53 | -$2,639.68 | -2.79% |
Adam Stalnaker Rockport Wealth LLC | 10,331 | $234,805.1 | $236,528.24 | $1,723.14 | 0.73% |
David Millar Gen-Wealth Partners Inc | 3,744 | $86,552.19 | $85,718.88 | -$833.31 | -0.96% |