| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
John Hayes LongView Wealth Management | 7,443 | $352,500 | $362,027.52 | $9,527.52 | 2.7% |
Norden Group LLC NORDEN GROUP LLC | 27,080 | $1.35M | $1.32M | -$33,407.97 | -2.47% |
Andrew Parsons Corrigan Financial, Inc. | 182,398 | $9.12M | $8.87M | -$247,499.87 | -2.72% |
Christopher C. Powers Farther Finance Advisors, LLC | 355,489 | $17.79M | $17.21M | -$585,097.63 | -3.29% |
Adam M Corrie CAPSTONE CAPITAL LLC | 215,948 | $10.91M | $10.47M | -$443,687.25 | -4.07% |
Equita Financial Network Inc. Equita Financial Network, Inc. | 67,090 | $3.37M | $3.26M | -$110,674.76 | -3.28% |
Kevin Orr Centennial Bank/AR/ | 2,333 | $115,460.16 | $113,127.17 | -$2,332.99 | -2.02% |
Jon Greer GSG Advisors LLC | 36,080 | $1.81M | $1.75M | -$57,849.46 | -3.2% |
Jeremy Intihar TIAA TRUST, NATIONAL ASSOCIATION | 528,793 | $26.48M | $25.64M | -$835,474.11 | -3.16% |
NICOLE MARTIN Arlington Trust Co LLC | 750 | $37,935 | $36,480 | -$1,455 | -3.84% |
Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 69,537 | $3.5M | $3.37M | -$135,460.76 | -3.87% |
Stacey Cheek Wheelhouse Advisory Group LLC | 66,266 | $3.29M | $3.22M | -$69,867.77 | -2.12% |
Brian Glenn Premier Path Wealth Partners, LLC | 42,389 | $2.08M | $2.06M | -$22,098.83 | -1.06% |
Courtney Haddad Concurrent Investment Advisors, LLC | 474,158 | $23.9M | $23.04M | -$854,309.59 | -3.57% |
RENEE PILKENTON Exchange Bank | 4,295 | $217,241 | $208,092.75 | -$9,148.25 | -4.21% |
Charles Corkery PUREfi Wealth, LLC | 9,277 | $439,366 | $451,233.28 | $11,867.28 | 2.7% |
Mark Weber DecisionMap Wealth Management, LLC | 6,017 | $299,938.71 | $291,824.5 | -$8,114.21 | -2.71% |
James Rankin Modern Wealth Management, LLC | 97,099 | $4.84M | $4.71M | -$128,623.95 | -2.66% |
Menachem Striks Morton Capital Management LLC/CA | 4,432 | $221,980.04 | $214,996.32 | -$6,983.72 | -3.15% |
Benj Foor Frazier Financial Advisors, LLC | 65 | $3,278.6 | $3,143.07 | -$135.53 | -4.13% |