| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| DWM Diversify Wealth Management LLC DIVERSIFY WEALTH MANAGEMENT, LLC | 166,332 | $16.48M | $16.33M | -$148,329.46 | -0.9% |
Kerri Hicken FULLCIRCLE WEALTH LLC | 2,280 | $221,954.69 | $223,896 | $1,941.31 | 0.87% |
Kings Path Partners LLC Kings Path Partners LLC | 2,372 | $231,344.73 | $232,930.4 | $1,585.67 | 0.69% |
| FFL Farrell Financial LLC Farrell Financial LLC | 5,736 | $567,092.8 | $563,275.2 | -$3,817.6 | -0.67% |
Andrew Bowers BridgePort Financial Solutions, LLC | 10,146 | $1.01M | $996,337.2 | -$8,737.26 | -0.87% |
Carmen McClennon WR Wealth Planners, LLC | 561 | $54,944.25 | $55,090.2 | $145.95 | 0.27% |
Chris Bulman Inc. Chris Bulman Inc | 21,922 | $2.16M | $2.15M | -$10,042.35 | -0.46% |
| DMR Donna M Ryberg Smith Thornton Advisors LLC | 9,822 | $960,746.11 | $964,520.4 | $3,774.29 | 0.39% |
Scott Geppert Stonekeep Investments, LLC | 37,418 | $3.71M | $3.67M | -$40,051.15 | -1.08% |
Robin Gould Christensen, King & Associates Investment Services, Inc. | 24,905 | $2.47M | $2.45M | -$20,667.86 | -0.84% |
| AJH Andrew J Hardin Hardin Capital Partners, LLC | 2,971 | $288,430.74 | $291,752.2 | $3,321.46 | 1.15% |
VESTIA PERSONAL WEALTH ADVISORS VESTIA PERSONAL WEALTH ADVISORS | 2,188 | $217,178 | $214,861.6 | -$2,316.4 | -1.07% |
Chad Warrick Summit Wealth Partners, LLC | 176,054 | $19.36M | $17.29M | -$2.07M | -10.7% |
| TAL TPG Advisors LLC TPG Advisors LLC | 82,248 | $8.07M | $8.08M | $10,444.51 | 0.13% |
Eric Schmid Ted Buchan & Co | 271,991 | $26.74M | $26.71M | -$26,989.72 | -0.1% |
| CW Cathleen Wrisberg Convergence Financial, LLC | 2,082 | $208,694.23 | $204,452.4 | -$4,241.83 | -2.03% |
Greg Reidy Granite FO LLC | 903 | $91,417.76 | $88,674.6 | -$2,743.16 | -3% |
John Gallagher Gallagher Capital Advisors, LLC | 7,524 | $746,950 | $738,856.8 | -$8,093.2 | -1.08% |
Ariadne Wealth Management Ariadne Wealth Management, LP | 12,998 | $1.26M | $1.28M | $14,592.22 | 1.16% |
Robert Roy Somnio Financial Group, LLC | 141,923 | $13.86M | $13.94M | $78,181.06 | 0.56% |