| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
BRASS TAX WEALTH MANAGEMENT Inc. BRASS TAX WEALTH MANAGEMENT, INC | 2,976 | $238,878.35 | $241,829.76 | $2,951.41 | 1.24% |
Alan Rosenfield HARMONY ASSET MANAGEMENT LLC | 7,351 | $597,779.05 | $597,342.26 | -$436.79 | -0.07% |
Amir Har-El Savvy Advisors, Inc. | 7,702 | $644,898.2 | $625,864.52 | -$19,033.68 | -2.95% |
Cindi Hill Keener Financial Planning LLC | 8,315 | $682,540.87 | $675,676.9 | -$6,863.97 | -1.01% |
Owen McCabe Tyche Wealth Partners LLC | 17,285 | $1.44M | $1.4M | -$37,537.7 | -2.6% |
United Advisor Group LLC United Advisor Group, LLC | 4,178 | $345,625.68 | $339,504.28 | -$6,121.4 | -1.77% |
Uptick Partners LLC UPTICK PARTNERS, LLC | 6,961 | $580,232.16 | $566,764.62 | -$13,467.54 | -2.32% |
Steven D Urban Urban Financial Advisory Corp | 1,672 | $139,911.14 | $135,866.72 | -$4,044.42 | -2.89% |
Twin Peaks Wealth Advisors LLC TWIN PEAKS WEALTH ADVISORS, LLC | 2,942 | $243,369.05 | $238,890.4 | -$4,478.65 | -1.84% |
PETER KRUSSEL Southland Equity Partners LLC | 16,200 | $1.35M | $1.32M | -$37,835.2 | -2.79% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 3,192 | $259,785.53 | $259,381.92 | -$403.61 | -0.16% |
Sarah Schmidt Wellington Wealth Strategies, LLC. | 8,567 | $684,760.27 | $696,154.42 | $11,394.15 | 1.66% |
Kate Ring Stash Investments, LLC | 8,969 | $741,288 | $728,820.94 | -$12,467.06 | -1.68% |
Shotwell Rutter Baer Inc. Shotwell Rutter Baer Inc | 170,966 | $13.83M | $13.89M | $60,663.48 | 0.44% |
Harold Williams PRECEDENT WEALTH PARTNERS, LLC | 2,826 | $233,593 | $229,640.76 | -$3,952.24 | -1.69% |
| MG Melissa Glennie Capital Management Associates, Inc | 2,592 | $217,080 | $210,625.92 | -$6,454.08 | -2.97% |
Joshua Stipcich Tidemark, LLC | 375 | $31,020.25 | $30,532.5 | -$487.75 | -1.57% |
Luke Bunch OxenFree Capital LLC | 44,096 | $3.61M | $3.58M | -$29,320.59 | -0.81% |
Rob Dainard Hara Capital LLC | 20 | $1,655.01 | $1,621.4 | -$33.61 | -2.03% |
KURT TRAULSEN EVOLUTION WEALTH MANAGEMENT INC. | 1,210 | $101,434.79 | $98,324.6 | -$3,110.19 | -3.07% |