| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| AK Alisha Kamadia United Community Bank | 4,942 | $318,428.39 | $305,020.24 | -$13,408.15 | -4.21% |
Courtney Haddad Concurrent Investment Advisors, LLC | 61,024 | $3.99M | $3.87M | -$121,442.9 | -3.04% |
Mark Weber DecisionMap Wealth Management, LLC | 8,273 | $540,404.64 | $524,590.93 | -$15,813.71 | -2.93% |
James Rankin Modern Wealth Management, LLC | 12,585 | $817,373.68 | $781,402.65 | -$35,971.03 | -4.4% |
Benj Foor Frazier Financial Advisors, LLC | 475 | $27,246.48 | $29,898.87 | $2,652.39 | 9.73% |
Amir Har-El Savvy Advisors, Inc. | 5,531 | $351,434.35 | $350,720.71 | -$713.64 | -0.2% |
United Advisor Group LLC United Advisor Group, LLC | 6,471 | $418,360.58 | $410,326.11 | -$8,034.47 | -1.92% |
Jeff Ramsey Quotient Wealth Partners, LLC | 7,203 | $471,076.6 | $456,742.23 | -$14,334.37 | -3.04% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 3,330 | $215,478.38 | $211,155.3 | -$4,323.08 | -2.01% |
Jeffrey McGrath Cetera Trust Company, N.A | 6,020 | $343,242.79 | $371,554.4 | $28,311.61 | 8.25% |
Jonathon Gold Gold Investment Management Ltd. | 21 | $1,373 | $1,336.86 | -$36.14 | -2.63% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 4,349 | $281,029.9 | $275,770.09 | -$5,259.81 | -1.87% |
Darin Sadow Freestone Grove Partners LP | 423,982 | $25.49M | $26.33M | $835,244.37 | 3.28% |
Anthony Blagrove Traveka Wealth, LLC | 5,645 | $363,512.46 | $357,949.45 | -$5,563.01 | -1.53% |
Keisuke Ichihara Rakuten Securities, Inc. | 25 | $1,424.19 | $1,543 | $118.81 | 8.34% |
Rob C. Alston Jr Quadcap Wealth Management, LLC | 29,805 | $1.94M | $1.89M | -$48,730.32 | -2.51% |
Wynn Capital LLC Wynn Capital, LLC | 14,596 | $954,372.87 | $925,532.36 | -$28,840.51 | -3.02% |
Rob Dainard Hara Capital LLC | 1,672 | $109,349 | $105,101.92 | -$4,247.08 | -3.88% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 19,734 | $1.27M | $1.22M | -$47,091.87 | -3.72% |
| JWM JPL Wealth Management LLC JPL Wealth Management, LLC | 1,015 | $66,381.02 | $63,021.35 | -$3,359.67 | -5.06% |