| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Amir Har-El Savvy Advisors, Inc. | 25,838 | $2.3M | $2.36M | $61,618.21 | 2.68% |
United Advisor Group LLC United Advisor Group, LLC | 2,119 | $187,936.89 | $193,591.84 | $5,654.95 | 3.01% |
Jeff Ramsey Quotient Wealth Partners, LLC | 3,335 | $295,016.03 | $305,552.7 | $10,536.67 | 3.57% |
Steven D Urban Urban Financial Advisory Corp | 1,266 | $123,334 | $115,604.79 | -$7,729.21 | -6.27% |
BRUCE G ALLEN Bruce G. Allen Investments, LLC | 56 | $4,967 | $5,125.96 | $158.96 | 3.2% |
Kathryn Miceli Kiely Wealth Advisory Group, Inc. | 92 | $7,837 | $8,441.92 | $604.92 | 7.72% |
One Degree Advisors Inc. One Degree Advisors Inc | 59,074 | $5.32M | $5.4M | $75,818.83 | 1.42% |
Jonathon Gold Gold Investment Management Ltd. | 3,452 | $305,459.82 | $318,688.64 | $13,228.82 | 4.33% |
Integrity Wealth Solutions LLC Integrity Wealth Solutions LLC | 14,024 | $1.26M | $1.29M | $28,086.7 | 2.23% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 83 | $7,362 | $7,589.52 | $227.52 | 3.09% |
Taylor Wagner Valued Wealth Advisors LLC | 1,598 | $139,583.97 | $146,632.48 | $7,048.51 | 5.05% |
Steven JE Manders BKM Wealth Management, LLC | 20,528 | $1.81M | $1.89M | $83,119.2 | 4.6% |
Kate Ring Stash Investments, LLC | 7,108 | $685,424 | $649,493.5 | -$35,930.5 | -5.24% |
Mark Fonville Fonville Wealth Management LLC | 86,280 | $7.65M | $7.95M | $298,949.71 | 3.91% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 4,860 | $422,940.61 | $443,888.1 | $20,947.49 | 4.95% |
| MG Melissa Glennie Capital Management Associates, Inc | 25,257 | $2.28M | $2.33M | $45,534.78 | 1.99% |
Anthony Blagrove Traveka Wealth, LLC | 56,268 | $4.97M | $5.2M | $230,456.43 | 4.64% |
Julie Beswick Advantage Trust Co | 4,288 | $397,544.01 | $395,975.36 | -$1,568.65 | -0.39% |
Cody Gehman Stonebridge Financial Group, LLC | 3,498 | $315,203.59 | $321,186.36 | $5,982.77 | 1.9% |
Kent Keister Bear Mountain Capital, Inc. | 110,199 | $9.61M | $10.18M | $568,524.41 | 5.92% |