| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| NH Nathaniel Holden Core Wealth Partners LLC | 17,727 | $884,011.63 | $885,375.01 | $1,363.38 | 0.15% |
Richard W. Lowrie Park Edge Advisors LLC | 7,615 | $379,841.53 | $380,306.81 | $465.28 | 0.12% |
Todd A. Sixt Strait & Sound Wealth Management LLC | 243,992 | $12.19M | $12.19M | -$6,876.45 | -0.06% |
Crystal Karstens PETRA FINANCIAL ADVISORS Inc. | 47,378 | $2.36M | $2.37M | $4,171.7 | 0.18% |
Andrew Brady Brady Family Wealth LLC | 7,951 | $396,437 | $396,993.43 | $556.43 | 0.14% |
Jacob Going Alpine Bank Wealth Management | 292,448 | $14.61M | $14.61M | -$985.44 | -0.01% |
Shawn Scholz Impact Partnership Wealth, LLC | 17,431 | $869,338.76 | $870,535.52 | $1,196.76 | 0.14% |
Rajiv Shah KINGSWOOD WEALTH ADVISORS, LLC | 105,736 | $5.27M | $5.28M | $6,883.26 | 0.13% |
Annmarie Young KPP Advisory Services LLC | 9,143 | $457,150 | $456,647.13 | -$502.87 | -0.11% |
Elliot Kallen Prosperity Wealth Management, Inc. | 9,090 | $454,519.13 | $454,000.05 | -$519.08 | -0.11% |
Christopher C. Powers Farther Finance Advisors, LLC | 100,829 | $5.04M | $5.03M | -$4,257.3 | -0.08% |
Dina Fliss Global View Capital Management LLC | 79,664 | $3.97M | $3.98M | $5,824.58 | 0.15% |
Courtney Haddad Concurrent Investment Advisors, LLC | 35,104 | $1.75M | $1.75M | -$1,373.19 | -0.08% |
Amir Har-El Savvy Advisors, Inc. | 347,022 | $17.3M | $17.33M | $24,300.25 | 0.14% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 7,727 | $385,268 | $385,890.24 | $622.24 | 0.16% |
Joshua Stipcich Tidemark, LLC | 15,606 | $780,374.29 | $779,051.52 | -$1,322.77 | -0.17% |
Chandler te Velde Maia Wealth LLC | 49,260 | $2.46M | $2.46M | $1,565.66 | 0.06% |
Michael Herman Apollon Financial, LLC | 16,944 | $845,807.51 | $846,351.11 | $543.6 | 0.06% |
Chris Chatto Encompass More Asset Management | 9,944 | $497,198.4 | $496,653.08 | -$545.32 | -0.11% |
Brandon Hobson Silver Coast Investments LLC | 41,448 | $2.07M | $2.07M | -$38.24 | - |