| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Teresa Douberly Burford Brothers, Inc. | 15,127 | $607,367.38 | $632,762.41 | $25,395.03 | 4.18% |
James Rankin Modern Wealth Management, LLC | 24,189 | $1.02M | $1.02M | -$484.57 | -0.05% |
Benj Foor Frazier Financial Advisors, LLC | 42 | $1,626.71 | $1,742.58 | $115.87 | 7.12% |
Owen McCabe Tyche Wealth Partners LLC | 5,671 | $251,939.54 | $235,289.79 | -$16,649.75 | -6.61% |
CARL LYMANGOOD Petros Family Wealth, LLC | 5,974 | $241,831.68 | $247,861.26 | $6,029.58 | 2.49% |
Steven D Urban Urban Financial Advisory Corp | 83,164 | $3.54M | $3.49M | -$56,632.2 | -1.6% |
Jonathon Gold Gold Investment Management Ltd. | 145 | $5,808.7 | $6,065.35 | $256.65 | 4.42% |
Jon Deven Mouton CAP Partners, LLC | 65,017 | $2.63M | $2.7M | $67,553.94 | 2.57% |
Benjamin Carter Turtle Creek Wealth Advisors, LLC | 1,112 | $45,403 | $46,136.88 | $733.88 | 1.62% |
Taylor Wagner Valued Wealth Advisors LLC | 8,735 | $356,651 | $365,996.5 | $9,345.5 | 2.62% |
Dane Grouell Turning Point Benefit Group, Inc. | 5,738 | $252,752 | $240,450.89 | -$12,301.11 | -4.87% |
| LHS Lori H. Snead MontVue Capital Management, Inc. | 12,738 | $510,145.96 | $534,104.34 | $23,958.38 | 4.7% |
Curtis Burkholder Bare Financial Services, Inc | 169 | $6,770 | $7,096.31 | $326.31 | 4.82% |
Keisuke Ichihara Rakuten Securities, Inc. | 27 | $1,102.43 | $1,131.57 | $29.14 | 2.64% |
Andrea Butler Sequent Planning LLC | 13,501 | $564,575.56 | $564,746.83 | $171.27 | 0.03% |
| SAM Smartleaf Asset Management LLC Smartleaf Asset Management LLC | 1,882 | $75,977.73 | $78,084.18 | $2,106.45 | 2.77% |
Signal Advisors Wealth LLC Signal Advisors Wealth, LLC | 40,318 | $1.72M | $1.67M | -$51,211.33 | -2.97% |
Focus Financial Network Inc. Focus Financial Network, Inc. | 12,144 | $543,996.83 | $510,169.44 | -$33,827.39 | -6.22% |
Victory Financial Group LLC VICTORY FINANCIAL GROUP, LLC | 6,071 | $267,291 | $251,885.79 | -$15,405.21 | -5.76% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 71,114 | $2.98M | $2.99M | $8,717.57 | 0.29% |